Moz Afzal

Beyond the Benchmark by EFG

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.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.newcapital.com

Autor

Moz Afzal

Kategoria

Business

Strona podcastu

www.newcapital.com

Ostatni odcinek

9 lis 2026

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Odcinki

EP 53: Navigating Uncertainty with Nathan Furr, Part 2 | 21st July 2022 27.07.2022

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 risk...

EP 52: Navigating Uncertainty with Nathan Furr, Part 1 | 15th July 2022 27.07.2022

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 risk...

EP 51: Q3 2022 Insight Roundtable | 6th July 2022 08.07.2022

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 performan...

EP 50: Monetary Policy overview with Stefan Gerlach | 24th June 2022 06.07.2022

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 p...

EP 49: Uruguayan Economic Policy with Julio de Brun | 9th June 2022 21.06.2022

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 o...

EP 48: Donald Straszheim; a career covering China | 12th May 2022 07.06.2022

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 sub...

EP 47: Australia deep dive with Martin Crabb | 4th May 2022 16.05.2022

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,...

EP 46: Q2 2022 Insight Roundtable | 11th April 2022 13.04.2022

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 performan...

EP 45: The Spring Statement and inflation with George Buckley | 24th March 2022 30.03.2022

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 involvin...

EP 44: The outlook and challenges for Brazil with Mansueto Almeida | 17th March 2022 22.03.2022

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 lim...

EP 43: US Foreign Policy with Tobin Marcus | 10th March 2022 17.03.2022

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 ri...

EP 42: Five years in five days, with Stefan Gerlach | 3rd March 2022 08.03.2022

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 p...

EP 41: The Climate Transition Strategy | 3rd February 2022 11.02.2022

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. Inve...

EP 40: Macro Hysteria with Michael Leithead | 27th January 2022 01.02.2022

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 limit...

EP 39: 'The Year of the Yield Curve' with Chris Senyek | 16th December 2021 27.01.2022

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,...

EP 38: Crypto overview with Richard Byworth | 2nd December 2021 14.01.2022

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, possib...

EP 37: Jason Trennert's 2022 market view | 9th December 2021 13.01.2022

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 invol...

EP 36: Q1 2022 Insight Roundtable | 6th January 2022 12.01.2022

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 performan...

EP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021 07.12.2021

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 par...

EP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021 22.11.2021

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...

EP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021 26.10.2021

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 p...

EP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021 13.10.2021

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 inv...

EP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021 29.09.2021

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 limit...

EP 30: James Pomeroy on Smart Cities | 9th September 2021 14.09.2021

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. I...

EP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021 08.09.2021

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 limit...

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