Shows
Beyond the Benchmark by EFGEP 131: The art of wealth planning with Evgenia GotiEvgenia Goti, Global Head of Wealth Planning at EFG joins Moz to shed light on both the technical and human considerations of structuring family wealth across generations. As the great wealth transfer gathers pace, she explains how families can preserve cohesion and avoid common pitfalls while building legacies.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Evgenia Gotihttps://bit.ly/4pdITu9EFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income...
2025-12-0225 min
Beyond the Benchmark by EFGEP 128: Credit, debt cycles and bubbles with Michael LeitheadAs the US economy eagerly awaits labour market data and whisperings of an AI bubble grow, Moz talks to Michael Leithead, Head of Fixed Income at EFGAM about the path ahead. In the spotlight are Fed rate cuts, the economic impacts of Artificial Intelligence and what some of the idiosyncratic risks are to be aware of in the current cycle.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Michael Leitheadhttps://bit.ly/47hK4APEFGAM:https://www.newcapital.com/
2025-10-2227 min
Beyond the Benchmark by EFGEP 123: Leadership, vision, and judgement with EFG CEO Giorgio PradelliIn the first of a special three-part series, Giorgio Pradelli, CEO of EFG International, joins Moz to discuss his personal and professional journey. From his early days in Torino, Italy, to leading one of Europe’s top private banks, Giorgio shares valuable insights on leadership, decision-making, building a strong company culture, and the importance of staying calm under pressure in today’s ever-changing business landscape.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Giorgio Pradelli, CEO EFG Internationalhttp://bit.ly/40q19WKEF...
2025-08-2124 min
Beyond the Benchmark by EFGEP 121: Trump, Powell, and the future of central bank independenceCould Trump appoint a new Fed chairman before Powell’s term is due to end and what are the possible market implications? Stefan Gerlach joins Moz Afzal to explore the current central bank dynamics as well as the broader economic challenges facing the US, eurozone and UK and how feasible their growth ambitions are.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlach, Chief Economist EFG http://bit.ly/4o6ypfZEFGAM:https://www.newcapital.com/Important dis...
2025-07-2226 min
Beyond the Benchmark by EFGEP 120: Performing under pressure with professional golfer Shannon TanShannon Tan, EFG Sports Ambassador and professional golfer on the Ladies European Tour joins Moz on the podcast this week. The 21 year old Singaporean golfer shares the story of her journey to professional golf, along with her strategies for maintaining focus and discipline while on tour, and how she copes with the pressure of playing against some of the best in the world.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Shannon Tan, EFG Sports Ambassadorhttp://bit.ly/4lCKQhkEFGAM:
2025-07-0928 min
Beyond the Benchmark by EFGEP 116: How Meta Manages Misinformation in a Rapidly Changing WorldWhat role do global platforms such as Meta have in managing misinformation? What is the difference between misinformation and fake news, and what impact does it have on society? What lessons has Meta learnt from the challenging geopolitical environment of the past few years? Moz talks to Tom Bonsundy O’Bryan, Head of misinformation policy for EMEA at Meta to gain a fascinating insight into the world of combating misinformation at the world’s largest social media company.Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Tom Bonsundy-O'Bryanht...
2025-04-2838 min
Beyond the Benchmark by EFGEP 115: The state of sustainable investing: crisis or opportunity?The Trump administration has an infamously dim view on sustainability, but what does this really mean for the landscape of sustainable investing? Melanie Beyeler, Senior Portfolio Manager at New Capital, talks to Moz about why it’s not necessarily all bad news for the segment, and what sustainable investing opportunities may arise out of the new global dynamic. Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Melanie Beyelerhttps://bit.ly/4cuNGBKEFGAM:https://www.newcapital.com/Important di...
2025-04-1031 min
Beyond the Benchmark by EFGEP 114: Inside the Mind of a CIO: Moz Afzal’s Investment JourneyIn this special episode of Beyond the Benchmark, the tables are turned as EFG’s Global Chief Investment Officer, Moz Afzal, steps into the hot seat. Fresh off being named CIO of the Year at the 2025 WealthBriefing European Awards, Moz shares insights into his journey from junior analyst to managing $25 billion in assets. He discusses the key challenges he’s faced, the importance of leadership and integrity in asset management, and why embracing uncertainty is crucial for investment success.Our host, Ben Woodford: https://bit.ly/4hRe5KWOur guest, Moz Afzalhtt...
2025-03-3129 minBeyond the Benchmark by EFGEP 109: A year in review | 12th December 2024Economic resilience, shifting policies, and global uncertainties set the tone for 2024. In this episode, Moz and Daniel reflect on a year marked by strong US growth, challenges in Europe, and the lingering effects of Covid stimulus. They share their perspectives on the key factors shaping the outlook for 2025, from trade tariffs to potential stimulus in China, and discuss what these trends could signal for global markets and economies moving forward.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Daniel Murray, Deputy CIO and Head of Research:https...
2024-12-2038 min
Beyond the Benchmark by EFGEP 108: Understanding Market Trends with Jeff deGraafIn this episode of Beyond the Benchmark, Moz is joined by Jeff deGraaf, a leading technical analyst from RenMac, for an insightful discussion on 2024’s market performance and opportunities in 2025, as well as touching on China’s resilience and the global influence of the US dollar.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jeff deGraaf, CMT, CFA, Chairman and Head of Technical Research at Renaissance Macro Researchhttps://www.renmac.com/jeff-degraaf/EFGAM:https://www.newcapital.com/Impo...
2024-12-1139 min
Beyond the Benchmark by EFGEP 103: Central Banks plot a course through a decreased inflation environment | 29th August 2024As inflation across the globe falls back closer to Central Bank target levels, Central Bankers face a new question: how quickly and how deeply should interest rates be cut? EFG's Chief Economist Stefan Gerlach joins Moz to help understand how different Central Banks are plotting this course. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Stefan Gerlach, Chief Economist at EFG:https://bit.ly/3veyR4UImportant disclaimersThe value of investments and the income derived from them can fall as well as...
2024-09-0536 min
Beyond the Benchmark by EFGEP 101: Wild times in the US election with Sarah Bianchi | 29th July 2024An attempted assassination, a new Democratic candidate and a controversial choice of running mate are just some of the reasons this US election is shaping up to be one of the most tumultuous in recent memory. Sarah Bianchi, Senior Managing Director at Evercore ISI and former deputy US Trade Representative helps Moz understand the various moving parts in this dynamic election. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Sarah Bianchi, Senior Managing Director, Evercore ISI and former deputy US Trade Representative https://bit.ly/4dppnoe...
2024-07-3038 minBeyond the Benchmark by EFGEP 97: Brilliance and resilience with author and CEO advisor Saj-nicole Joni | 24th May 2024Saj-nicole Joni, renowned as the first female professor of mathematics at MIT and a pivotal executive in Microsoft's formative years, now dedicates her expertise to advising top CEOs as a 'CEO whisperer.' With a wealth of experience in leadership and innovation, she helps high-performing leaders navigate complex challenges, make strategic decisions, and elevate their organizations to new heights. Discover the insights and strategies that have made her a trusted advisor to some of the world's most influential executives.Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Saj-nicole Joni...
2024-06-0557 minBeyond the Benchmark by EFGEP 96: Author and Global Head of Trust, Julie Collins | 26th April 2024Not many people can say they are a published author and Global Head of Trust at an international banking group, but Head of EFG Wealth Management Julie Collins can. Moz talks to the Jersey-based Julie on her career and writing.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Julie Collins, Global Head of Trust and Managing Director of EFG Wealth Solutions Jerseyhttps://bit.ly/3wEwbOSHenry Walters, CFA, Equity Analyst at EFGAMhttps://bit.ly/44mM74F...
2024-05-1749 minBeyond the Benchmark by EFGEP 95: The evolving battlegrounds in the AI value chain | 10th April 2024The boom in the Artificial Intelligence value chain over the past 18 months has made stocks such as NVIDIA household names and delivered significant returns for well placed investors. However, as AI usage and commercialisation evolves and matures, who will the next winners be in this rapidly changing space? Moz talks with Jonathan Rawicz and Henry Walters to identify the future battlegrounds, looking at how AI will be deployed, who the main players are, or could be, and what system architectures are available.Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:
2024-05-0140 minBeyond the Benchmark by EFGEP 94: Q2 2024 Insight, a new reality? | 9th April 2024Join 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:https://bit.ly/31XbkTROur guests:
2024-04-1645 minBeyond the Benchmark by EFGEP 93: The biggest change in global populations we've ever seen with James Pomeroy | 25th March 2024While Japan and China have received a lot of attention in recent years for their unfavourable demographics, James Pomeroy, Global Economist at HSBC, points to research showing that much of the world is facing similar conditions. This is a fact that goes largely unreported yet could have enormous impacts on the global economy. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:James Pomeroy, Global Economist at HSBChttps://bit.ly/38Y9pluEFGAM:https://www.newcapital.com/Important disclaimers
2024-04-0450 minBeyond the Benchmark by EFGEP 92: Is there a ‘no-landing’ scenario for the global economy? With Chris Senyek | 14th March 2024Is there a 'no-landing' scenario for the global economy? Moz talks to Chris Senyek, Chief Investment Strategist at Wolfe Research about the unexpected strength of the US and global economy, with inflation numbers going in the right direction and the market bull run extending its 18 month run, repeatedly proving sceptics wrong.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Chris Senyek, Chief Investment Strategist at Wolfe Researchhttps://bit.ly/3scDZmlEFGAM:https://www.newcapital.com/Important disclaimers...
2024-03-2541 minBeyond the Benchmark by EFGEP 91: The far reaching impacts of GLP-1 drugs | 26th February 2024In the world of Healthcare, few recent innovations have caused as much of a stir as the emergent GLP-1 agonist drugs, which have proven to have a material impact on weight loss. In this episode Moz is joined by New Capital's Mike Clulow and Chelsea Wiater to talk through what GLP-1s are, how they work and the potentially far reaching impacts they may have on the consumer staples and healthcare industries. Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Mike Clulow, Senior Portfolio Manager, New Capitalh...
2024-03-1439 minBeyond the Benchmark by EFGEP 90: Understanding Catastrophe Bonds with Rhodri Morris | 4th March 2024This week we dive into the little-known world of Catastrophe Bonds, a sub category of Insurance Linked Strategies, exploring how they work and their potential upsides and downsides. To help understand this unique instrument, Moz is joined by Rhodri Morris, Head of ILS Analytics at Twelve Capital. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Rhodri Morris, Head of ILS Analytics at Twelve Capitalhttps://bit.ly/3V9phuREFGAM:https://www.newcapital.com/Important disclaimersThe value o...
2024-03-0840 minBeyond the Benchmark by EFGEP 89: When will the Fed start cutting with Neil Dutta | 15th February 2024As the US economy eyes a soft landing with inflationary pressures easing, Moz talks to Neil Dutta, Head of Economic Research at Renaissance Macro Research about when the Fed will be cutting rates.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Neil Dutta, Partner, Head of Economic Research, Renaissance Macro Research https://www.renmac.com/neil-dutta/EFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and...
2024-02-2141 minBeyond the Benchmark by EFGEP 88: Asia in focus; is sentiment on China excessively negative? | 6th February 2024At the end of January 2024, Moz Afzal and Stefan Gerlach attended a series of meetings with public and private sector stakeholders in Singapore and Hong Kong. Top of mind was the strength of the Chinese economy, its housing market and what the future may hold for the largest market in Asia. In this episode of Beyond the Benchmark, Moz and Stefan recap these conversations and what the key takeaways are.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlach, Chief Economist, EFGhttps://www.efginternational.com...
2024-02-1239 minBeyond the Benchmark by EFGEP 87: The US election will be decided by J Powell and the Supreme Court | 9th January 2024In this special episode of Beyond the Benchmark, we revisit a talk from our Investment Summit on 9th January 2024. Dan Clifton, Partner and Head of Policy Research for Strategas Securities. In an unprecedented year of elections across the world, the US presidential race looms largest. What factors really impact the outcome? Does anyone actually want either Biden or Trump? Could there be a third party challenger? Listen in.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Partner and Head of Policy Research for Strategas Securities...
2024-02-0833 minBeyond the Benchmark by EFGEP 86: Q1 2024 Insight, a soft landing? | 15th January 2024Join us on Beyond the Benchmark as we review the Q1 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication, as the general consensus outlook for the world economy indicates a soft landing and declining inflation.In the longer term, important cross currents such as the drive to net zero, changing global demographics and the shifting roles of emerging economies all impact prospects.Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3tNPXSK...
2024-01-2343 minBeyond the Benchmark by EFGEP 85: A year in review | 20th December 2023AI, war in Ukraine, banking failures and the battle to control inflation have dominated headlines and, to some degree, financial markets in 2023. To cap the year off, this was followed by an historic market rally in the final quarter. Moz and Daniel take a look back at the year that was 2023 and offer some thoughts about what this means for the start of 2024.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Daniel Murray, Deputy CIO and Head of Research:https://bit.ly/3NBVBC2
2024-01-0224 minBeyond the Benchmark by EFGEP 83: Jeff deGraaf on seasonality and market sentiment | 1st November 2023Recorded 1st November 2023. Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research shares his thoughts on current market sentiment and seasonality plays going into the winter. Jeff shares what RenMac's Market Cycle Clock indicators are saying, balanced against a more bearish yield impact model and a surprisingly strong US economy.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jeff deGraaf, CMT, CFA, Chairman and Head of Technical Research at Renaissance Macro Researchhttps://www.renmac.com/jeff-degraaf/EFGAM:
2023-11-2146 minBeyond the Benchmark by EFGEP 82: AI and the new digital landscape with Chris Tucci | 14th September 2023Our host, Moz, joins Chris Tucci, an Imperial College Business School professor of digital strategy and innovation, on an insightful journey into the impact of AI on digital innovation. Delve into AI's potential effects on employment and its promising applications in marketing, video game coding, and media. Discover Chris's AI Applications and Innovation MSC program, designed to educate students in machine and deep learning. Explore the role of trust and differentiation in the AI era, the resurgence of artisans, and authenticity in content creation. Gain expert insights on the future of tasks requiring coordination, and delve into the opportunities...
2023-10-3146 minBeyond the Benchmark by EFGEP 81: Q4 2023 Insight, The Shifting Sands of the Global Economy | 5th October 2023Join us on Beyond the Benchmark as we review the Q4 2023 Insights document. We've been pleasantly surprised by the resilience of certain economies this year, especially the US, Brazil, and India. Our team, including Paul Temperton, Stefan Gerlach, Daniel Murray, GianLuigi Mandruzzato, Joaquin Thul, and Sam Jochim, discuss these economic patterns and their implications. As we navigate the current landscape, we also focus on the return of real yields in fixed-income markets and speculate on where the Fed might land when the dust settles. In the next segment of our conversation, we focus on the intriguing dynamics of...
2023-10-1340 minBeyond the Benchmark by EFGEP 80: Exploring the Human Brain and AI with Neuroscientist Pascal Kaufman | 14th September 2023On this episode of Beyond The Benchmark, we dive into the mind of a remarkable neuroscientist, Pascal Kaufmann. His academic prowess ranges from ancient Greek and Latin studies to his groundbreaking exploration of the connection between brains and robots. Pascal's ventures StarMind and Mindfire are pushing the boundaries of artificial intelligence and crowdsourcing in an effort to understand the complexities of the human brain.We then shift gears to discuss the innovative approach Pascal employs to identify talent. Through challenges and engaging games, like the one from Lab42, he's able to attract the best minds. We also...
2023-09-2239 minBeyond the Benchmark by EFGEP 79: Picking the winners of the Climate Transition with Melanie Beyeler | 15th August 2023This week on Beyond the Benchmark Moz is joined by Melanie Beyeler, Fund Manager of the New Capital Climate Transition Fund. Melanie explains both her passion for the strategy, and the proprietary analysis process that the team uses to cut through the noise and select the right stocks for the Fund. As the conversation progresses, she details examples of the types of companies that are picked, the importance of accurately assessing management teams to maintain the integrity of the strategy, and the positive impact the Fund can have.Our host, Moz Afzal:https://bit.ly/31...
2023-08-3037 minBeyond the Benchmark by EFGEP 78: Exploring the Dynamics of the US Economy with Don Rissmiller and Jason Trennert | 7th August 2023On this episode of Beyond the Benchmark, we welcomed Don Rissmiller and Jason Trennert from Strategas to dissect the complexities of the US economy and interest rates. They offer their insights into the current inflation problem, the challenges faced by central banks, and the balancing act between supply and demand. Listen in as we discuss the risks in the labor market, the effects of bank failures, and the need to avoid a stop-and-go policy. As the conversation progresses, we also examine the influence of AI on investing, the potential disruptions it could cause to stock-picking and GDP, a...
2023-08-1453 minBeyond the Benchmark by EFGEP 76: Insights on the Modern Economy and Investment Climate with Dennis DeBusschere | 11th July 2023Join Moz as we uncover the reality of the 'white collar recession' and how it's affecting our economy, with expert insights from Dennis DeBusschere of 22V Research. We shed light on the trends in layoffs and unemployment claims, along with the role of the big seven tech stocks in influencing investor sentiment. We also navigate the challenges portfolio managers are facing in trying to match the performance of these tech giants and examine the divide in traditional safety sectors. The second part of our conversation explores the unique and desynchronized economy we're currently experiencing. In an interesting take, Dennis...
2023-07-2649 minBeyond the Benchmark by EFGEP 75: Q3 2023 Insight, finding a new balance | 30th June 2023With the theme of 'finding a new balance' in Q3 2023, Moz checks in with the macro team behind the quarterly Insight document. From central bankers' meetings to pandemic resilience, they delve into returning inflation to its ideal state, discuss the Eurozone's economic challenges, the Bank of England's inflation strategy, and the impact of Brexit on wage growth. They also compare China and Japan's economic challenges, analyze housing prices, celebrate Brazil's successes, and more. Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3tNPXSK
2023-07-1037 minBeyond the Benchmark by EFGEP 74: The opportunities and possibilities in AI | 8th June 2023Artificial Intelligence has not been far from investors' thoughts since late 2022, when OpenAI's ChatGPT became widely available in its open test environment. In this episode Moz talks through some of the opportunities in the value chain of this burgeoning sector with Jonathan Rawicz, Senior Portfolio Manager at New Capital. From cloud services, GPUs and applications to consumer content creation, the technology has the promise to revolutionise the way business is done and how humans interact with each other, and with that comes potential investment opportunity. Our host, Moz Afzal:https://bit.ly/31XbkTRO...
2023-06-1637 minBeyond the Benchmark by EFGEP 73: Are we near the crest of monetary policy tightening? | 16th May 2023EFG's Chief Economist Stefan Gerlach shares his views on how monetary policy tightening may be reaching its peak, the challenges that still remain in the global economy and what the lagged impacts of 12 months of interest rate raises might be, and when they would take effect.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlach, Chief Economist at EFGbit.ly/3mz6t8VEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments...
2023-05-2339 minBeyond the Benchmark by EFGEP 72: Larry Jeddeloh, the US has a branding problem | 17th April 2023Larry Jeddeloh is the Editor of The Institutional Strategist, and Founder of TIS Group. In this wide ranging conversation, Larry draws upon his experience of conversations with an enormous network of contacts, covering the long term potential weakness of the dollar, AI disruption, the collapse of Silicon Valley Bank and the worrying and persistent surprises in equity and bond markets brought about in part by inflation. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Larry Jeddeloh, Editor of The Institutional Strategist, and Founder of TIS Group:https://bit.ly/42...
2023-05-0244 minBeyond the Benchmark by EFGEP 71: Q2 2023 Insight, a quartet of concerns | 6th April 2023With a quartet of concerns dominating Q2 2023, Moz checks in with the macro team behind the quarterly Insight document. Financial stability, sticky inflation, growth and geopolitical risks are all under the microscope, with an interesting parallel to the 'long eighteenth century' from 1689 to 1815. Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3tNPXSKPaul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3d...
2023-04-1745 minBeyond the Benchmark by EFGEP 70: The top Geoeconomic risks in 2023 with Jens Larsen | 5th April 2023Jens Larsen, Director of Global Macro-Geoeconomics at Eurasia Group, talks us through some of the primary Geoeconomic risks that Eurasia Group are currently tracking. Against the backdrop of the Russia-Ukraine war, relations between the US and China have been thrown into sharp relief, while the global economy is still reeling from the impacts of the energy crisis. Jens provides a nuanced and thoughtful commentary on the potential impacts of these risks over the coming years. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jens Larsen, Director, Global Macro-Geoeconomics, Eurasia G...
2023-04-1235 minBeyond the Benchmark by EFGEP 69: The current state of the Brazilian economy with Mansueto Almeida | 13th March 2023Mansueto Almeida, Chief Economist at BTG Pactual, joins Moz to talk about the Brazilian economy and the current state of the financial markets. They reflect on this past year's impact of political policy from Brazil's new government, the positive rate of growth in GDP, and the outlook for future investment opportunities. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Mansueto Almeida, Chief Economist at BTG Pactualhttps://bit.ly/34RbtNOEFGAM:https://www.newcapital.com/Important InformationThe value o...
2023-03-2035 minBeyond the Benchmark by EFGEP 67: The surprising impacts of hybrid working with James Pomeroy | 9th February 2023James Pomeroy, Global Economist at HSBC, joins Moz to talk about the unexpected impacts of the evolving hybrid work model, focusing on productivity, commercial real estate and how cities have been affected. The episode ends with a detailed look at how artificial intelligence will impact the working world. Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:James Pomeroy, Global Economist at HSBChttps://bit.ly/38Y9pluEFGAM:https://www.newcapital.com/Important InformationThe value of investments and t...
2023-02-2131 minBeyond the Benchmark by EFGEP 66: Making Your Voice Heard with Connson Locke | 10th January 2023Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Connson Locke, Professorial Lecturer in Management at the London School of Economicshttps://connsonlocke.com/EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. T...
2023-02-0356 minBeyond the Benchmark by EFGEP 65: Economic volatility leading to political volatility, Dan Clifton | 9th January 2023Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Partner and Head of Policy Research for Strategas Securitieshttp://bit.ly/3iTUMIGEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. T...
2023-01-2750 min
Beyond the Benchmark by EFGEP 64: Q1 2023 Insight | 5th January 2023Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3tNPXSKPaul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3daScaXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2023-01-1150 minBeyond the Benchmark by EFGEP 63: Federal Reserve Impact with Dennis DeBusschere | 17th November 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dennis DeBusschere, President of 22V Research and Chief Market Strategistbit.ly/3AqC8xJEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This d...
2022-11-2845 min
Beyond the Benchmark by EFGEP 63: Federal Reserve Impact with Dennis DeBusschere | 17th November 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dennis DeBusschere, President of 22V Research and Chief Market Strategistbit.ly/3AqC8xJEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This d...
2022-11-2445 min
The Morrissey ExchangeThe Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 2In today’s podcast, Ben Morrissey continues his interview with Mr Moz Afzal, EFGAM’s Senior PM and Global CIO.In this episode we explore; China and their long term goals, the learnings for Western society from recent political developments, battery metals, cryptocurrencies, Moz’s key picks for growth, and where he would invest $100k if he couldn’t get access to it for 10 years.Enjoy a part 2 that makes Lethal Weapon 2 seem pedestrian.Tune in fortnightly for the latest economic commentary and ideas, and find more information on our website at www.morrisse...
2022-11-2227 minThe Morrissey ExchangeThe Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 1In today’s podcast, Ben Morrissey interviews Mr Moz Afzal, EFGAM’s Senior PM and Global CIO.We’re extremely fortunate to pick the brain of such an informed and well-connected economic talent; one of his role’s would be insanely demanding, let alone contending with both.For those who don’t know, EFG is a global private banking and asset management group headquartered in Zurich and listed on the Swiss Stock Exchange. EFG operates in around 40 locations worldwide with 3000 employees, boasts $260 billion funds under management, but most importantly, to them of course, is they are Shaw...
2022-11-0835 minBeyond the Benchmark by EFGEP 61: "The most political volatility in the US since the Civil War" US Mid Term outlook with Dan Clifton | 24th October 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Managing Director and Head of Washington research at Strategashttps://bit.ly/3FiP0cvEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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.
2022-11-0450 minBeyond the Benchmark by EFGEP 60: Potential market energy with Jeff deGraaf | 19th October 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jeff deGraaf, Chairman, CEO and Head of Technical Research at Renaissance Macro Researchhttps://bit.ly/3EmLiuoEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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.
2022-10-2854 minBeyond the Benchmark by EFGEP 59: The Winds of Change Q4 2022 Insight | 7th October 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Paul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3daScaXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2022-10-1849 minBeyond the Benchmark by EFGEP 58: CIO Market Review | 3rd October 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Daniel Murray, Deputy CIO of EFGAMhttps://bit.ly/3tNPXSKEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute a...
2022-10-1428 minBeyond the Benchmark by EFGEP 57: The opportunities and pitfalls of Private Markets with Manuel Keiser | 16th September 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Manuel Keiser, Private Equity Investments at EFGhttps://bit.ly/3RWcuYsEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not c...
2022-10-0734 minBeyond the Benchmark by EFGEP 56: Interesting times for Central Banks with Stefan Gerlach | 23rd September 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlach, Chief Economist at EFGhttps://bit.ly/3uxPhj5EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute a...
2022-09-2846 minBeyond the Benchmark by EFGEP 55: The Fixed Income Macro Environment with Michael Leithead | 11th August 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Michael Leithead, Head of Fixed Income at EFG:https://bit.ly/37LIGfiEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute a...
2022-08-1946 minBeyond the Benchmark by EFGEP 53: Navigating Uncertainty with Nathan Furr, Part 2 | 21st July 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Nathan Furr, Professor at INSEAD and Author of The Upside of Uncertaintyhttps://bit.ly/3zeubvfEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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.
2022-07-2729 minBeyond the Benchmark by EFGEP 52: Navigating Uncertainty with Nathan Furr, Part 1 | 15th July 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Nathan Furr, Professor at INSEAD and Author of The Upside of Uncertaintyhttps://bit.ly/3zeubvfEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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.
2022-07-2726 minBeyond the Benchmark by EFGEP 51: Q3 2022 Insight Roundtable | 6th July 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Paul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3daScaXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2022-07-0845 minBeyond the Benchmark by EFGEP 50: Monetary Policy overview with Stefan Gerlach | 24th June 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlachhttps://bit.ly/3uxPhj5EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not be c...
2022-07-0643 minBeyond the Benchmark by EFGEP 48: Donald Straszheim; a career covering China | 12th May 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Donald Straszheim, Senior Managing Director at Evercore ISI and Head of the China Research teamhttps://bit.ly/383WnpXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2022-06-0755 minBeyond the Benchmark by EFGEP 47: Australia deep dive with Martin Crabb | 4th May 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Martin Crabb, Chief Investment Officer at Shaw and Partnershttps://bit.ly/3sh8yq8EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This d...
2022-05-1632 minBeyond the Benchmark by EFGEP 46: Q2 2022 Insight Roundtable | 11th April 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Stefan Gerlachhttps://bit.ly/3uxPhj5Paul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3daScaXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past...
2022-04-1354 minBeyond the Benchmark by EFGEP 44: The outlook and challenges for Brazil with Mansueto Almeida | 17th March 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Mansueto Almeida, Chief Economist at BTG Pactualhttps://bit.ly/34RbtNOEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not c...
2022-03-2241 minBeyond the Benchmark by EFGEP 42: Five years in five days, with Stefan Gerlach | 3rd March 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlachhttps://bit.ly/3uxPhj5EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not be c...
2022-03-0851 minBeyond the Benchmark by EFGEP 41: The Climate Transition Strategy | 3rd February 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guests, Melanie Merlo, Senior Portfolio Manager at EFG:https://bit.ly/3orD6nnKarl Wilhelm Lange, ESG & Risk Analyst at EFGhttps://bit.ly/34Ck8U1EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2022-02-1125 minBeyond the Benchmark by EFGEP 40: Macro Hysteria with Michael Leithead | 27th January 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Michael Leithead, Head of Fixed Income at EFG:https://bit.ly/39z7y79EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not c...
2022-02-0147 minBeyond the Benchmark by EFGEP 39: 'The Year of the Yield Curve' with Chris Senyek | 16th December 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Chris Senyek, Chief Investment Strategist at Wolfe Researchhttps://bit.ly/3scDZmlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does n...
2022-01-2737 minBeyond the Benchmark by EFGEP 38: Crypto overview with Richard Byworth | 2nd December 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Richard Byworth, CEO EQONEX Grouphttps://bit.ly/2ZRvotFEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and s...
2022-01-1443 minBeyond the Benchmark by EFGEP 37: Jason Trennert's 2022 market view | 9th December 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jason Trennert, Chairman and Chief Executive Officer of Strategashttps://bit.ly/3IBx5NbEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This d...
2022-01-1343 minBeyond the Benchmark by EFGEP 36: Q1 2022 Insight Roundtable | 6th January 2022Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Stefan Gerlachhttps://bit.ly/3uxPhj5Paul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlGianLuigi Mandruzzatohttps://bit.ly/3daScaXEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past...
2022-01-1237 minBeyond the Benchmark by EFGEP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not b...
2021-12-0728 minBeyond the Benchmark by EFGEP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021Our host, Moz Afzal:https://bit.ly/3bWFAoiOur guest:Jaewoo Nakajima:https://bit.ly/2ZdzCaWEFGAM:https://bit.ly/399nj56Important InformationThe 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. This document does not constitute and shall not be construed a...
2021-11-2233 min
RenMacRenMac Legends: A Conversation with Moz AfzalMoz Afzal is the CIO of EFG International in London. He is the lead manager of EFG's New Capital Strategic Portfolio and New Capital Tactical Opportunities Fund. He has been instrumental in building EFG's global footprint and shares with us how he has continued to manage money effectively while building a trusted team of analysts and PMs around him. Here is our conversation...
2021-11-2036 minBeyond the Benchmark by EFGEP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlachhttps://bit.ly/3uxPhj5EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not be c...
2021-10-2643 minBeyond the Benchmark by EFGEP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Paul Tempertonhttp://tier.co.uk/Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2021-10-1353 minBeyond the Benchmark by EFGEP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Michael Leithead, Head of Fixed Income at EFG:https://bit.ly/39z7y79EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not c...
2021-09-2941 minBeyond the Benchmark by EFGEP 30: James Pomeroy on Smart Cities | 9th September 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur co-host, Melanie Merlo, Senior Portfolio Manager at EFG:https://bit.ly/3BYLHSDOur guest, James Pomeroy, Global Economist at HSBC:https://bit.ly/38Y9pluEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2021-09-1441 minBeyond the Benchmark by EFGEP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest, Andrew Harradine, Head of Mutual Fund Researchhttps://bit.ly/3kT6Si1EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute a...
2021-09-0838 minBeyond the Benchmark by EFGEP 27: Monetary policy overview with Stefan Gerlach | 15th July 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stefan Gerlachhttps://bit.ly/3uxPhj5EFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not be c...
2021-07-3043 minBeyond the Benchmark by EFGEP 26: 2021 Q3 Insight Roundtable | 6th July 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Paul Tempertonhttp://tier.co.uk/Stefan Gerlachhttps://bit.ly/3uxPhj5Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2021-07-1341 minBeyond the Benchmark by EFGEP 25: The mid-year macro review | 24th June 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Gianluigi Mandruzzatohttps://bit.ly/3daScaXStefan Gerlachhttps://bit.ly/3uxPhj5Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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...
2021-07-0548 minBeyond the Benchmark by EFGEP 24: Fixed Income with Michael Leithead | 10th June 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Michael Leithead, Head of Fixed Incomehttps://bit.ly/3ge8aDhEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not c...
2021-06-2243 minBeyond the Benchmark by EFGEP 23: Financial Disruptors with Haichuan Yu | 3rd June 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Haichuan Yu, Equity AnalystEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not be construed as a prospectus, a...
2021-06-1028 minBeyond the Benchmark by EFGEP 22: Current economic and market controversies with Daniel Murray | 20th May 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Daniel Murray, Deputy CIO:https://bit.ly/3oBNnMmEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall n...
2021-06-0149 minBeyond the Benchmark by EFGEP 21: Dan Clifton on Biden's investment plans, US relations with China and semiconductors | 6th May 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Strategas Research Partnershttps://bit.ly/3xRJabLEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and s...
2021-05-1348 minBeyond the Benchmark by EFGEP 20: South America deep dive with Joaquin Thul | 22nd April 2021Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe 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. This document does not constitute and shall not b...
2021-04-2738 minBeyond the Benchmark by EFGEP 19: 2021 Q2 Insight Roundtable | 8th April 2021Read the Q2 Insight document here: https://bit.ly/32e9u0ZOur host, Moz Afzal:https://bit.ly/31XbkTROur guests:Daniel Murrayhttps://bit.ly/3wPwp15Paul Tempertonhttp://tier.co.uk/Stefan Gerlachhttps://bit.ly/3uxPhj5Joaquin Thulhttps://bit.ly/3d7QWGlEFGAM:https://bit.ly/2Oy6tFIImportant InformationThe value of investments and the income derived from them can fall as well...
2021-04-1250 minBeyond the Benchmark by EFG1 Year Anniversary Special | 12th March 2021Our host, Moz Afzal:https://bit.ly/3bWFAoiEFGAM:https://bit.ly/2NYtfWFImportant InformationThe 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. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, s...
2021-03-1722 minBeyond the Benchmark by EFGEP 17: Is the inflation risk real? With Stefan Gerlach | 25th February 2021Our host, Moz Afzal:https://bit.ly/3bWFAoiOur guest:Stefan Gerlachhttps://bit.ly/3dNV66GEFGAM:https://bit.ly/2NYtfWFImportant InformationThe 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. This document does not constitute and shall not be c...
2021-03-0547 minBeyond the Benchmark by EFGEP 16: The Nikkei's path to 35,000 with Jaewoo Nakajima | 11th February 2021Our host: Moz Afzal:https://bit.ly/3bWFAoiOur guest, Jaewoo Nakajima:https://bit.ly/2ZdzCaWEFGAM:https://bit.ly/399nj56Important InformationThe 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. This document does not constitute and shall not be construed as...
2021-02-2242 minBeyond the Benchmark by EFGEP 15: Opportunities in space with Dr Suzie Imber | 28th January 2021Our hosts: Moz Afzal:https://bit.ly/3bWFAoiDaniel Murray:https://bit.ly/36vjgP6Our guest, Suzie Imber:https://bit.ly/3pBEYIAEFGAM:https://bit.ly/399nj56Important InformationThe 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. Th...
2021-02-0138 minBeyond the Benchmark by EFGEP 14: 2021 Q1 Insight Roundtable | 14th January 2021Follow along with the Q1 Insight document here: https://bit.ly/2Y7zjOBOur host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Our guests:Daniel Murrayhttps://bit.ly/36vjgP6Paul Tempertonhttp://tier.co.uk/Stefan Gerlachhttps://twitter.com/HmsGerlach?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorJoaquin Thulhttps://www.linkedin.com/in/joaquinthul/EFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant Information...
2021-01-181h 02Beyond the Benchmark by EFGEP 13: 45 years at the top with Ed Hyman | 10th December 2020Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Our guest:Ed Hymanhttps://www.evercore.com/bios/ed-hyman/EFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant InformationThe 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. This document does n...
2020-12-231h 04Beyond the Benchmark by EFGEP 12: Innovation and resilience with Nathan Furr | 3rd December 2020Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Our guest:Nathan Furrhttps://www.linkedin.com/in/nathan-furr-044852/Uncertainty Possibility:https://www.uncertaintypossibility.com/EFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant InformationThe 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...
2020-12-141h 10Beyond the Benchmark by EFGEP 11: The booming digital economy with James Pomeroy | 19th November 2020Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Our guest, James Pomeroy: https://www.linkedin.com/in/james-pomeroy-7b806444/?originalSubdomain=ukEFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant InformationThe 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. This document do...
2020-11-251h 05Beyond the Benchmark by EFGEP 10: US election special with Dan Clifton | 29th October 2020Our guest, Dan Clifton:https://www.strategasrp.com/Research?analyst=7Strategas:https://www.strategasrp.com/Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:Who has the edge coming up to the closing days of the election?What are 'non traditional' indicators, such as the S&P 500, predicting?What are the upsides and downsides of either candidate winning?What is this election really about?How will the result impact relations with China?EFGAM:https://www.efgam.com/home/Landing-Asset-Management.html
2020-10-3046 minBeyond the Benchmark by EFGEP 8: Q4 Insight Roundtable | 8th October 2020Our guests:Paul Temperton http://tier.co.uk/Stefan GerlachDaniel MurrayGianluigi MandruzzatoJoaquin ThulOur host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:The V shaped stock market recoverySurging public debtChina, the bubble that never popsThe coming US electionHow the Fed will react, what else is on the Fed's plate right nowInflation targetingRetail rebound in BritainBrexit deal potentialSecond waves of Covid-19 in EuropeImproving sentiment and the ECB's reactionWhether or not the SNB's assets are appropriate, would a SWF be a...
2020-10-121h 07Beyond the Benchmark by EFGEP 7: There Is No Alternative with Jason Trennert | 21st May 2020This podcast was recorded on 21st May 2020, so some of the details have changed since then, however the points raised remain salient as ever.Our guest, Jason Trennert:https://www.jasontrennert.com/Strategas:https://www.strategasrp.com/Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:EFG was one of Strategas' first clients! Why did you set-up Strategas? What is the culture behind Strategas? And why did you partner up with Baird? How has investing changed over the last 30 years?Moving o...
2020-10-0650 minBeyond the Benchmark by EFGEP 6: Stop worrying and love the debt (for now) with Paul Temperton | 18th September 2020Our guest, Paul Temperton:https://www.linkedin.com/in/paul-temperton-2826a512/?originalSubdomain=ukPaul's company, Tier:http://tier.co.uk/Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:How did Paul start his career in economics and finance?Why did a covert government agency want his advice?What's the current debt sustainability outlook for the world?How has ESG investing evolved and where is it going?EFGAM:https://www.efgam.com/home/Landing-Asset-Management.html
2020-09-2349 minBeyond the Benchmark by EFGTrailer: The Highlights of Beyond the Benchmark by EFGOur host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html
2020-09-1602 minBeyond the Benchmark by EFGEP 5: What is ESG investing, and how does EFGAM do it? Stefano Montobbio | 27th August 2020Our guest, Stefano Montobbio:https://www.linkedin.com/in/stefano-montobbio-6235838/?originalSubdomain=chOur host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/EFGAM: https://www.efgam.com/home/Landing-Asset-Management.htmlTalking Points:Stefano's history with ESG.What does ESG actually mean?What are the governing body and regulatory considerations around ESG?What makes an ESG fund, and how, if at all, are they regulated?How does EFGAM approach ESG investing?
2020-09-1657 min