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Why there’s no easy answer for the biggest debate in markets

We’re in the Palm Pilot era of artificial intelligence, according to EFG Asset Management, and nobody knows what’s coming next. That hasn’t stopped the big tech companies becoming a portfolio construction headache in the here and now.

Lachlan Maddock | 7th Aug 2024 | More
Why the Fed won’t blink (and private equity might break)

Investors holding out for a monetary policy hero will have to keep holding out. And as regulators put out spot fires in the global banking system, they’ll need to reckon with the new behemoths they’ve made.

Lachlan Maddock | 29th Mar 2023 | More
All markets want is a single spark, but beware another financial accident

Tidbits of good news will send equity markets soaring in the short-term. But the longer-dated fear is that central banks will be forced to respond to a financial accident without having dispatched the inflation genie.

Lachlan Maddock | 16th Nov 2022 | More
  • ’60/40 is being resuscitated’: fixed income down but not out

    Year-to-date, fixed income markets are about as bad as equities. But Michael Leithead, fixed income and senior portfolio manager at EFG Asset Management (EFGAM), is more positive than he’s been “in a long time.”

    Lachlan Maddock | 24th Jun 2022 | More