Insights

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Investment Insights • MFN 04 ottobre 2023

JOLTS: one data point does not a trend make

The release of yesterday’s Job Openings and Labor Turnover Survey (JOLTS) data provided further evidence that US labour market conditions remain tight. This precipitated another sell off in bonds, driving yields to multi-year highs. Daniel Murray puts the data in context in this Macro Flash Note.

Daniel Murray

3 min read

Investment Insights • Infocus 02 ottobre 2023

Is equity market volatility set to increase?

Following the Global Financial Crisis (GFC), volatility in US equity markets declined, encouraged lower by falling interest rates and the Fed’s quantitative easing program. With the Fed having raised rates by a cumulative 525 basis points since March 2022 and now shrinking its balance sheet, could equity market volatility rise?

Sam Jochim

4 min read

Investment Insights • MFN 29 settembre 2023

How Europe is paving the way for a greener world

The significance of carbon emissions as a catalyst for change is growing and will influence business practices worldwide. The European Union Emission Trading System and the new EU Carbon Border Adjustment Mechanism were approved on 18 April 2023. Here the EFGAM ESG team looks at the impact of these ground-breaking initiatives on industries and green practices, highlighting Europe’s lead in combating climate change through market-driven solutions.

Stefano Montobbio

2 min read

Investment Insights 28 settembre 2023

Regenerative food systems: Finding ways to feed the world without it costing the earth

How can we achieve food security for the world’s growing population without harming the environment and climate? The answer lies in the transition to a regenerative or “nature-positive” food system that fosters sustainable food production and consumption, giving people better access to healthy and nutritious food, while protecting the planet.

Melanie Beyeler

8 min read

Investment Insights • MFN 27 settembre 2023

BoE surprises markets by leaving rates on hold

The BoE surprised markets last week after the Monetary Policy Committee (MPC) voted, with a narrow majority of 5 votes to 4, to keep its policy rate unchanged at 5.25%. In this Macro Flash Note, Economist Joaquin Thul looks at the reasons behind the BoE’s decision and the outlook for interest rates.

Joaquin Thul

3 min read

Investment Insights • MFN 22 settembre 2023

Is the SNB done with rate hikes?

The SNB surprised markets and left rates unchanged in September. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for the Swiss economy to evaluate if SNB policy rates have peaked.

GianLuigi Mandruzzato

3 min read

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Insights

JOLTS: one data point does not a trend make

Is equity market volatility set to increase?

How Europe is paving the way for a greener world

Regenerative food systems: Finding ways to feed the world without it costing the earth

BoE surprises markets by leaving rates on hold

Is the SNB done with rate hikes?

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