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Index/Finance/Beyond the Benchmark by EFG
Beyond the Benchmark by EFG artwork

EP 94: Q2 2024 Insight, a new reality? | 9th April 2024

Beyond the Benchmark by EFG · 2024-04-16 · 45 min

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Topics in this episode

Investing

Episode notes

Join us on Beyond the Benchmark as we review the Q2 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication. The worst predictions for the state of the global economy fail to materialise once again, while the markets wake up to the new reality of a higher interest rate environment that's here to stay, with the Fed holding rates in the March FOMC. In other areas, we ask is it the end of the ICE age? Our host, Moz Afzal: Our guests: Daniel Murray Paul Temperton Joaquin Thul GianLuigi Mandruzzato Stefan Gerlach, Chief Economist at EFG bit.ly/3mz6t8V Sam Jochim, Economist: EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested.

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