Beyond the Benchmark by EFG

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 t...

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 p...

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. Inv...

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 perfo...

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, p...

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...

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...

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,...

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 par...

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 p...

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,...

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 doe...

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 p...

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 o...

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...

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.ef...

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 in...

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...

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....

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?...

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...

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...

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? Wha...

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? Ho...

Our host, Moz Afzal: https://www.linkedin.com/in/moz-afzal-763815111/ EFGAM:  https://www.efgam.com/home/Landing-Asset-Management.html