George Efstathopoulos

Jan 10, 2025 | moneymarketing.co.uk | Talib Sheikh |George Efstathopoulos |Darius McDermott |Becky Qin

We begin 2025 with the global economy in relatively good shape, and we have a relatively positive view of risk assets as a result. However, valuations are elevated in some areas of the market, so a selective approach is necessary despite the healthy fundamentals. We believe that finding the right balance between the supportive macroeconomic environment and high valuations will be critical to successful investing in 2025.

Oct 21, 2024 | investmentweek.co.uk | George Efstathopoulos

Designed to have a 'positive wealth effect'Prior to the most recent stimulus announcement, monetary easing has been the go-to policy tool in China this year. However, given the deflationary environment in China and the deeply negative sentiment caused by the property sector's implosion, monetary policy alone has only been able to help at the margin.