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.
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Episodes
EP 46: Q2 2022 Insight Roundtable | 11th April 2022 13.04.2022 54:34
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 36:03
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 41:45
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 46:32
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 51:14
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 25:58
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 47:09
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 37:37
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 43:12
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 43:26
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 37:49
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 28:53
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 33:25
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 43:23
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 53:40
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 41:40
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 41:20
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 38:25
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...
EP 28: Mary Rosenbaum on the FOMC and the US Infrastructure Bill | 12th August 2021 23.08.2021 38:21
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...
EP 27: Monetary policy overview with Stefan Gerlach | 15th July 2021 30.07.2021 43:25
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 26: 2021 Q3 Insight Roundtable | 6th July 2021 13.07.2021 41:45
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...
EP 25: The mid-year macro review | 24th June 2021 05.07.2021 48:20
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...
EP 24: Fixed Income with Michael Leithead | 10th June 2021 22.06.2021 43:27
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...
EP 23: Financial Disruptors with Haichuan Yu | 3rd June 2021 10.06.2021 28:00
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...
EP 22: Current economic and market controversies with Daniel Murray | 20th May 2021 01.06.2021 49:13
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...
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