Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, Andrew Harradine, Head of Mutual Fund Research https://bit.ly/3kT6Si1 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 08, 2021•38 min
Our host, Daniel Murray: https://bit.ly/3oBNnMm Our guest: Mary Rosenbaum, Founding Partner, Senior Monetary Policy Analyst at Observatory Group https://bit.ly/3jQWfvF 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 inve...
Aug 23, 2021•38 min
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 30, 2021•43 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Paul Temperton http://tier.co.uk/ Stefan Gerlach https://bit.ly/3uxPhj5 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 ...
Jul 13, 2021•42 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Gianluigi Mandruzzato https://bit.ly/3daScaX Stefan Gerlach https://bit.ly/3uxPhj5 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, possib...
Jul 05, 2021•48 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Michael Leithead, Head of Fixed Income https://bit.ly/3ge8aDh 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...
Jun 22, 2021•43 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Haichuan Yu, Equity Analyst 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 prospectus, a...
Jun 10, 2021•28 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Daniel Murray, Deputy CIO: https://bit.ly/3oBNnMm 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 constr...
Jun 01, 2021•49 min
Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Dan Clifton, Strategas Research Partners https://bit.ly/3xRJabL 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...
May 13, 2021•48 min
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...
Apr 27, 2021•39 min
Read the Q2 Insight document here: https://bit.ly/32e9u0Z Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3wPwp15 Paul Temperton http://tier.co.uk/ Stefan Gerlach https://bit.ly/3uxPhj5 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 investm...
Apr 12, 2021•51 min
Our host, Daniel Murray: https://bit.ly/3fidAwP Our guest: Helen Thomas, CEO, Blonde Money https://blondemoney.co.uk/ EFGAM: https://bit.ly/2NYtfWF 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 ...
Mar 31, 2021•41 min
Our host, Moz Afzal: https://bit.ly/3bWFAoi EFGAM: https://bit.ly/2NYtfWF 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 prospectus, advertisement, public offering or placem...
Mar 17, 2021•22 min
Our host, Moz Afzal: https://bit.ly/3bWFAoi Our guest: Stefan Gerlach https://bit.ly/3dNV66G EFGAM: https://bit.ly/2NYtfWF 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 05, 2021•48 min
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...
Feb 22, 2021•42 min
Our hosts: Moz Afzal: https://bit.ly/3bWFAoi Daniel Murray: https://bit.ly/36vjgP6 Our guest, Suzie Imber: https://bit.ly/3pBEYIA 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 constitut...
Feb 01, 2021•38 min
Follow along with the Q1 Insight document here: https://bit.ly/2Y7zjOB Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ Our guests: Daniel Murray https://bit.ly/36vjgP6 Paul Temperton http://tier.co.uk/ Stefan Gerlach https://twitter.com/HmsGerlach?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Joaquin Thul https://www.linkedin.com/in/joaquinthul/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html Important Information The value of investments and the in...
Jan 18, 2021•1 hr 2 min
Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ Our guest: Ed Hyman https://www.evercore.com/bios/ed-hyman/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html 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...
Dec 23, 2020•1 hr 4 min
Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ Our guest: Nathan Furr https://www.linkedin.com/in/nathan-furr-044852/ Uncertainty Possibility: https://www.uncertaintypossibility.com/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html 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...
Dec 14, 2020•1 hr 10 min
Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ Our guest, James Pomeroy: https://www.linkedin.com/in/james-pomeroy-7b806444/?originalSubdomain=uk EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html 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...
Nov 25, 2020•1 hr 6 min
Our guest, Dan Clifton: https://www.strategasrp.com/Research?analyst=7 Strategas: 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:/...
Oct 30, 2020•47 min
Our guests: Chris Watling https://www.linkedin.com/in/christopher-watling-7b307318/?originalSubdomain=uk Our host, Daniel Murray: https://www.linkedin.com/in/daniel-murray-41369110/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html 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, po...
Oct 21, 2020•31 min
Our guests: Paul Temperton http://tier.co.uk/ Stefan Gerlach Daniel Murray Gianluigi Mandruzzato Joaquin Thul Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ Talking points: The V shaped stock market recovery Surging public debt China, the bubble that never pops The coming US election How the Fed will react, what else is on the Fed's plate right now Inflation targeting Retail rebound in Britain Brexit deal potential Second waves of Covid-19 in Europe Improving sentiment and...
Oct 12, 2020•1 hr 7 min
This 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 ...
Oct 06, 2020•51 min
Our guest, Paul Temperton: https://www.linkedin.com/in/paul-temperton-2826a512/?originalSubdomain=uk Paul'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-M...
Sep 23, 2020•49 min
Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html
Sep 16, 2020•3 min
Our guest, Stefano Montobbio: https://www.linkedin.com/in/stefano-montobbio-6235838/?originalSubdomain=ch Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ EFGAM: https://www.efgam.com/home/Landing-Asset-Management.html Talking 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?...
Sep 16, 2020•57 min
Our Guest: Jason Jay https://mitsloan.mit.edu/faculty/directory/jason-jay EFG Asset Management: https://www.efgam.com/home/Landing-Asset-Management.html
Sep 01, 2020•1 hr 3 min
EFG Chief Economist Stefan Gerlach explains the challenges and thought processes that go into being a central banker, reviewing how central banks have responded to the current crisis and even explains how he spent time at the Bank of Mauritius.
Aug 25, 2020•1 hr 3 min
Dan Clifton, Head of Policy Research at Strategas Research Partners joins Moz to discuss the implications of the upcoming US election. Trump, Kamala Harris, China, postal voting and lobbying all come to the fore.
Aug 19, 2020•1 hr 18 min
