Beyond the Benchmark by EFG - podcast cover

Beyond the Benchmark by EFG

Moz Afzalwww.newcapital.com
More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG and further afield. The podcast is released fortnightly.
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Episodes

EP 59: The Winds of Change Q4 2022 Insight | 7th October 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl GianLuigi Mandruzzato https://bit.ly/3daScaX EFGAM: https://bit.ly/2Oy6tFI Important Information 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 l...

Oct 18, 202249 min

EP 58: CIO Market Review | 3rd October 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Daniel Murray, Deputy CIO of EFGAM https://bit.ly/3tNPXSK EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not b...

Oct 14, 202229 min

EP 57: The opportunities and pitfalls of Private Markets with Manuel Keiser | 16th September 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Manuel Keiser, Private Equity Investments at EFG https://bit.ly/3RWcuYs EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute a...

Oct 07, 202235 min

EP 56: Interesting times for Central Banks with Stefan Gerlach | 23rd September 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Stefan Gerlach, Chief Economist at EFG https://bit.ly/3uxPhj5 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall n...

Sep 28, 202246 min

EP 55: The Fixed Income Macro Environment with Michael Leithead | 11th August 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, Michael Leithead, Head of Fixed Income at EFG: https://bit.ly/37LIGfi EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and...

Aug 19, 202247 min

EP 54: The energy transition with Paul Temperton | 26th July 2022

Our host, Joaquin Thul: https://bit.ly/3PM9KeO Our guest: Paul Temperton, Economist and Director at TIER https://bit.ly/3cNxQHB EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute ...

Aug 09, 202234 min

EP 53: Navigating Uncertainty with Nathan Furr, Part 2 | 21st July 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Nathan Furr, Professor at INSEAD and Author of The Upside of Uncertainty https://bit.ly/3zeubvf EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This docume...

Jul 27, 202229 min

EP 52: Navigating Uncertainty with Nathan Furr, Part 1 | 15th July 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Nathan Furr, Professor at INSEAD and Author of The Upside of Uncertainty https://bit.ly/3zeubvf EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This docume...

Jul 27, 202227 min

EP 51: Q3 2022 Insight Roundtable | 6th July 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl GianLuigi Mandruzzato https://bit.ly/3daScaX EFGAM: https://bit.ly/2Oy6tFI Important Information 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 l...

Jul 08, 202246 min

EP 50: Monetary Policy overview with Stefan Gerlach | 24th June 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Stefan Gerlach https://bit.ly/3uxPhj5 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be construed as a pro...

Jul 06, 202243 min

EP 49: Uruguayan Economic Policy with Julio de Brun | 9th June 2022

Our host, Joaquin Thul: https://bit.ly/3trXvee Our guests: Julio de Brun https://bit.ly/3NJwyLm EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be construed as a ...

Jun 21, 202246 min

EP 48: Donald Straszheim; a career covering China | 12th May 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Donald Straszheim, Senior Managing Director at Evercore ISI and Head of the China Research team https://bit.ly/383WnpX EFGAM: https://bit.ly/2Oy6tFI Important Information 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 principa...

Jun 07, 202256 min

EP 47: Australia deep dive with Martin Crabb | 4th May 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Martin Crabb, Chief Investment Officer at Shaw and Partners https://bit.ly/3sh8yq8 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not c...

May 16, 202233 min

EP 46: Q2 2022 Insight Roundtable | 11th April 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Stefan Gerlach https://bit.ly/3uxPhj5 Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl GianLuigi Mandruzzato https://bit.ly/3daScaX EFGAM: https://bit.ly/2Oy6tFI Important Information 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 inv...

Apr 13, 202255 min

EP 45: The Spring Statement and inflation with George Buckley | 24th March 2022

Our host, Daniel Murray: https://bit.ly/3tNPXSK Our guest: George Buckley, Chief UK and Euro Area Economist at Nomura https://bit.ly/3IyLd8M EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does no...

Mar 30, 202236 min

EP 44: The outlook and challenges for Brazil with Mansueto Almeida | 17th March 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Mansueto Almeida, Chief Economist at BTG Pactual https://bit.ly/34RbtNO EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute a...

Mar 22, 202242 min

EP 43: US Foreign Policy with Tobin Marcus | 10th March 2022

Our host, Daniel Murray: https://bit.ly/3tNPXSK Our guest: Tobin Marcus, Senior US Policy and Politics Strategist at Evercore ISI https://bit.ly/36cETGn EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This docu...

Mar 17, 202247 min

EP 42: Five years in five days, with Stefan Gerlach | 3rd March 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Stefan Gerlach https://bit.ly/3uxPhj5 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be construed as a pro...

Mar 08, 202251 min

EP 41: The Climate Transition Strategy | 3rd February 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests, Melanie Merlo, Senior Portfolio Manager at EFG: https://bit.ly/3orD6nn Karl Wilhelm Lange, ESG & Risk Analyst at EFG https://bit.ly/34Ck8U1 EFGAM: https://bit.ly/2Oy6tFI Important Information 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 a...

Feb 11, 202226 min

EP 40: Macro Hysteria with Michael Leithead | 27th January 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, Michael Leithead, Head of Fixed Income at EFG: https://bit.ly/39z7y79 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and...

Feb 01, 202247 min

EP 39: 'The Year of the Yield Curve' with Chris Senyek | 16th December 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Chris Senyek, Chief Investment Strategist at Wolfe Research https://bit.ly/3scDZml EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not c...

Jan 27, 202238 min

EP 38: Crypto overview with Richard Byworth | 2nd December 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Richard Byworth, CEO EQONEX Group https://bit.ly/2ZRvotF EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be...

Jan 14, 202243 min

EP 37: Jason Trennert's 2022 market view | 9th December 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Jason Trennert, Chairman and Chief Executive Officer of Strategas https://bit.ly/3IBx5Nb EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does...

Jan 13, 202243 min

EP 36: Q1 2022 Insight Roundtable | 6th January 2022

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Stefan Gerlach https://bit.ly/3uxPhj5 Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl GianLuigi Mandruzzato https://bit.ly/3daScaX EFGAM: https://bit.ly/2Oy6tFI Important Information 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 inv...

Jan 12, 202238 min

EP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Joaquin Thul https://bit.ly/3d7QWGl EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be construed as a prosp...

Dec 07, 202129 min

EP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021

Our host, Moz Afzal: https://bit.ly/3bWFAoi Our guest: Jaewoo Nakajima: https://bit.ly/2ZdzCaW EFGAM: https://bit.ly/399nj56 Important Information 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. This document does not constitute and shall not be construed as a p...

Nov 22, 202133 min

EP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Stefan Gerlach https://bit.ly/3uxPhj5 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and shall not be construed as a pro...

Oct 26, 202143 min

EP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl EFGAM: https://bit.ly/2Oy6tFI Important Information 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....

Oct 13, 202154 min

EP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, Michael Leithead, Head of Fixed Income at EFG: https://bit.ly/39z7y79 EFGAM: https://bit.ly/2Oy6tFI Important Information 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. This document does not constitute and...

Sep 29, 202142 min

EP 30: James Pomeroy on Smart Cities | 9th September 2021

Our host, Moz Afzal: https://bit.ly/31XbkTR Our co-host, Melanie Merlo, Senior Portfolio Manager at EFG: https://bit.ly/3BYLHSD Our guest, James Pomeroy, Global Economist at HSBC: https://bit.ly/38Y9plu EFGAM: https://bit.ly/2Oy6tFI Important Information 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 o...

Sep 14, 202141 min
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