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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EP 105: Q4 2024 Insight, a changing market narrative | 7th October 2024
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As central banks around the world appear to be successfully getting a handle on inflation, we look at the changing market narrative going into the final quarter of 2024. Labour market numbers start to take precedence in shaping market sentiment, while the US gears up for an election that, despite intense volatility, is surprisingly normal in its im…
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EP 104: The 6 Laws of Technology with Nathan Furr Part 1 | 12th September 2024
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Does the conventional wisdom around technology and business really hold up to scrutiny? Nathan Furr guides us through the 6 Laws of Technology, each law turning a piece of conventional thinking on its head when it comes to how companies deploy technology for the best outcomes. This is part 1 of a 3 part series, each episode covering 2 of the laws i…
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EP 103: Central Banks plot a course through a decreased inflation environment | 29th August 2024
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As inflation across the globe falls back closer to Central Bank target levels, Central Bankers face a new question: how quickly and how deeply should interest rates be cut? EFG's Chief Economist Stefan Gerlach joins Moz to help understand how different Central Banks are plotting this course. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, St…
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EP 102: Navigating equities with Gerry Fowler | 15th August 2024
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Did investors overreact to the recent equity market sell off? This week Gerry Fowler, Head of European Equity Strategy at UBS, talks Daniel Murray through his current view on the equity landscape and recent volatility. Surprising opportunities in European equities, China's EV dominance and the US Consumer are all in focus in this episode. Our host,…
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EP 101: Wild times in the US election with Sarah Bianchi | 29th July 2024
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An attempted assassination, a new Democratic candidate and a controversial choice of running mate are just some of the reasons this US election is shaping up to be one of the most tumultuous in recent memory. Sarah Bianchi, Senior Managing Director at Evercore ISI and former deputy US Trade Representative helps Moz understand the various moving par…
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EP 100: State of the Union – all eyes on the US economy | 15th July 2024
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With the US economy so far experiencing a 'soft landing' scenario, Wolfe Research's Stephanie Roth discusses the current state of play for the world's largest economy and the emerging risk factors for the year ahead. With the Fed looking at continued rate cuts, and a presidential election only months away, it's all eyes on the US economy. Our host,…
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EP 99: Q3 2024 Insight, the interface of politics and economics | 11th July 2024
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As we look ahead to Q3 of 2024, the interface between politics and economics comes into sharp relief. With around 49% of the global population going to the polls in 2024, we explore the potential fiscal and market impacts these elections have had or threaten to have over the coming months. From the UK's new Labour government, to the fiery Trump-Bid…
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EP 98: AI opportunities and regulation from the Gamma Foundation Summit | 29th May 2024
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In this special episode on the regulation of AI, and the opportunities and investment themes that accompany the nascent technology, we listen in to highlights from key presentations at the recent Gamma Foundation Summit in Rome on the 29th May. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Luciano Floridi Professor and Founding Director of…
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EP 97: Brilliance and resilience with author and CEO advisor Saj-nicole Joni | 24th May 2024
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Saj-nicole Joni, renowned as the first female professor of mathematics at MIT and a pivotal executive in Microsoft's formative years, now dedicates her expertise to advising top CEOs as a 'CEO whisperer.' With a wealth of experience in leadership and innovation, she helps high-performing leaders navigate complex challenges, make strategic decisions…
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EP 96: Author and Global Head of Trust, Julie Collins | 26th April 2024
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Not many people can say they are a published author and Global Head of Trust at an international banking group, but Head of EFG Wealth Management Julie Collins can. Moz talks to the Jersey-based Julie on her career and writing. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Julie Collins, Global Head of Trust and Managing Director of EFG We…
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EP 95: The evolving battlegrounds in the AI value chain | 10th April 2024
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The boom in the Artificial Intelligence value chain over the past 18 months has made stocks such as NVIDIA household names and delivered significant returns for well placed investors. However, as AI usage and commercialisation evolves and matures, who will the next winners be in this rapidly changing space? Moz talks with Jonathan Rawicz and Henry …
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EP 94: Q2 2024 Insight, a new reality? | 9th April 2024
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Join us on Beyond the Benchmark as we review the Q2 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication. The worst predictions for the state of the global economy fail to materialise once again, while the markets wake up to the new reality of a higher interest rate environment that's here to sta…
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EP 93: The biggest change in global populations we've ever seen with James Pomeroy | 25th March 2024
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While Japan and China have received a lot of attention in recent years for their unfavourable demographics, James Pomeroy, Global Economist at HSBC, points to research showing that much of the world is facing similar conditions. This is a fact that goes largely unreported yet could have enormous impacts on the global economy. Our host, Moz Afzal: h…
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EP 92: Is there a ‘no-landing’ scenario for the global economy? With Chris Senyek | 14th March 2024
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Is there a 'no-landing' scenario for the global economy? Moz talks to Chris Senyek, Chief Investment Strategist at Wolfe Research about the unexpected strength of the US and global economy, with inflation numbers going in the right direction and the market bull run extending its 18 month run, repeatedly proving sceptics wrong. Our host, Moz Afzal: …
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EP 91: The far reaching impacts of GLP-1 drugs | 26th February 2024
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In the world of Healthcare, few recent innovations have caused as much of a stir as the emergent GLP-1 agonist drugs, which have proven to have a material impact on weight loss. In this episode Moz is joined by New Capital's Mike Clulow and Chelsea Wiater to talk through what GLP-1s are, how they work and the potentially far reaching impacts they m…
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EP 90: Understanding Catastrophe Bonds with Rhodri Morris | 4th March 2024
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This week we dive into the little-known world of Catastrophe Bonds, a sub category of Insurance Linked Strategies, exploring how they work and their potential upsides and downsides. To help understand this unique instrument, Moz is joined by Rhodri Morris, Head of ILS Analytics at Twelve Capital. Our host, Moz Afzal: https://bit.ly/31XbkTR Our gues…
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EP 89: When will the Fed start cutting with Neil Dutta | 15th February 2024
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As the US economy eyes a soft landing with inflationary pressures easing, Moz talks to Neil Dutta, Head of Economic Research at Renaissance Macro Research about when the Fed will be cutting rates. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Neil Dutta, Partner, Head of Economic Research, Renaissance Macro Research https://www.renmac.com/…
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EP 88: Asia in focus; is sentiment on China excessively negative? | 6th February 2024
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At the end of January 2024, Moz Afzal and Stefan Gerlach attended a series of meetings with public and private sector stakeholders in Singapore and Hong Kong. Top of mind was the strength of the Chinese economy, its housing market and what the future may hold for the largest market in Asia. In this episode of Beyond the Benchmark, Moz and Stefan re…
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EP 87: The US election will be decided by J Powell and the Supreme Court | 9th January 2024
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In this special episode of Beyond the Benchmark, we revisit a talk from our Investment Summit on 9th January 2024. Dan Clifton, Partner and Head of Policy Research for Strategas Securities. In an unprecedented year of elections across the world, the US presidential race looms largest. What factors really impact the outcome? Does anyone actually wan…
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EP 86: Q1 2024 Insight, a soft landing? | 15th January 2024
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Join us on Beyond the Benchmark as we review the Q1 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication, as the general consensus outlook for the world economy indicates a soft landing and declining inflation. In the longer term, important cross currents such as the drive to net zero, changing g…
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EP 85: A year in review | 20th December 2023
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AI, war in Ukraine, banking failures and the battle to control inflation have dominated headlines and, to some degree, financial markets in 2023. To cap the year off, this was followed by an historic market rally in the final quarter. Moz and Daniel take a look back at the year that was 2023 and offer some thoughts about what this means for the sta…
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EP 84: Conversations from Washington with Stefan Gerlach and Daniel Murray | 14th December 2023
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Recorded 14th December 2023. Stefan Gerlach and Daniel Murray recap key findings from their recent trip to Washington DC, shedding light on US policymakers' thinking on the upcoming US election, the risk of recession, CPI data and more. Our host, Daniel Murray, Deputy CIO and Head of Research: https://bit.ly/3NBVBC2 Our guest: Stefan Gerlach, Chief…
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EP 83: Jeff deGraaf on seasonality and market sentiment | 1st November 2023
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Recorded 1st November 2023. Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research shares his thoughts on current market sentiment and seasonality plays going into the winter. Jeff shares what RenMac's Market Cycle Clock indicators are saying, balanced against a more bearish yield impact model and a surprisingly strong …
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EP 82: AI and the new digital landscape with Chris Tucci | 14th September 2023
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Our host, Moz, joins Chris Tucci, an Imperial College Business School professor of digital strategy and innovation, on an insightful journey into the impact of AI on digital innovation. Delve into AI's potential effects on employment and its promising applications in marketing, video game coding, and media. Discover Chris's AI Applications and Inno…
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EP 81: Q4 2023 Insight, The Shifting Sands of the Global Economy | 5th October 2023
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Join us on Beyond the Benchmark as we review the Q4 2023 Insights document. We've been pleasantly surprised by the resilience of certain economies this year, especially the US, Brazil, and India. Our team, including Paul Temperton, Stefan Gerlach, Daniel Murray, GianLuigi Mandruzzato, Joaquin Thul, and Sam Jochim, discuss these economic patterns an…
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EP 80: Exploring the Human Brain and AI with Neuroscientist Pascal Kaufman | 14th September 2023
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On this episode of Beyond The Benchmark, we dive into the mind of a remarkable neuroscientist, Pascal Kaufmann. His academic prowess ranges from ancient Greek and Latin studies to his groundbreaking exploration of the connection between brains and robots. Pascal's ventures StarMind and Mindfire are pushing the boundaries of artificial intelligence …
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EP 79: Picking the winners of the Climate Transition with Melanie Beyeler | 15th August 2023
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This week on Beyond the Benchmark Moz is joined by Melanie Beyeler, Fund Manager of the New Capital Climate Transition Fund. Melanie explains both her passion for the strategy, and the proprietary analysis process that the team uses to cut through the noise and select the right stocks for the Fund. As the conversation progresses, she details exampl…
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EP 78: Exploring the Dynamics of the US Economy with Don Rissmiller and Jason Trennert | 7th August 2023
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On this episode of Beyond the Benchmark, we welcomed Don Rissmiller and Jason Trennert from Strategas to dissect the complexities of the US economy and interest rates. They offer their insights into the current inflation problem, the challenges faced by central banks, and the balancing act between supply and demand. Listen in as we discuss the risk…
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EP 77: The opportunities in hedge funds with Jerome Berset | 27th July 2023
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With Daniel Murray hosting the podcast this week, we welcome EFGAM's Head of Alternatives, Jerome Berset to the show. Jerome explains the precipitous fall from favour hedge funds faced in the aftermath of the Financial Crisis, followed by the return of interesting new opportunities in the space today. Our host, Daniel Murray, Deputy CIO & Global He…
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EP 76: Insights on the Modern Economy and Investment Climate with Dennis DeBusschere | 11th July 2023
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Join Moz as we uncover the reality of the 'white collar recession' and how it's affecting our economy, with expert insights from Dennis DeBusschere of 22V Research. We shed light on the trends in layoffs and unemployment claims, along with the role of the big seven tech stocks in influencing investor sentiment. We also navigate the challenges portf…
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EP 75: Q3 2023 Insight, finding a new balance | 30th June 2023
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With the theme of 'finding a new balance' in Q3 2023, Moz checks in with the macro team behind the quarterly Insight document. From central bankers' meetings to pandemic resilience, they delve into returning inflation to its ideal state, discuss the Eurozone's economic challenges, the Bank of England's inflation strategy, and the impact of Brexit o…
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EP 74: The opportunities and possibilities in AI | 8th June 2023
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Artificial Intelligence has not been far from investors' thoughts since late 2022, when OpenAI's ChatGPT became widely available in its open test environment. In this episode Moz talks through some of the opportunities in the value chain of this burgeoning sector with Jonathan Rawicz, Senior Portfolio Manager at New Capital. From cloud services, GP…
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EP 73: Are we near the crest of monetary policy tightening? | 16th May 2023
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EFG's Chief Economist Stefan Gerlach shares his views on how monetary policy tightening may be reaching its peak, the challenges that still remain in the global economy and what the lagged impacts of 12 months of interest rate raises might be, and when they would take effect. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Stefan Gerlach, Ch…
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EP 72: Larry Jeddeloh, the US has a branding problem | 17th April 2023
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Larry Jeddeloh is the Editor of The Institutional Strategist, and Founder of TIS Group. In this wide ranging conversation, Larry draws upon his experience of conversations with an enormous network of contacts, covering the long term potential weakness of the dollar, AI disruption, the collapse of Silicon Valley Bank and the worrying and persistent …
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EP 71: Q2 2023 Insight, a quartet of concerns | 6th April 2023
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With a quartet of concerns dominating Q2 2023, Moz checks in with the macro team behind the quarterly Insight document. Financial stability, sticky inflation, growth and geopolitical risks are all under the microscope, with an interesting parallel to the 'long eighteenth century' from 1689 to 1815. Our host, Moz Afzal: https://bit.ly/31XbkTR Our gu…
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EP 70: The top Geoeconomic risks in 2023 with Jens Larsen | 5th April 2023
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Jens Larsen, Director of Global Macro-Geoeconomics at Eurasia Group, talks us through some of the primary Geoeconomic risks that Eurasia Group are currently tracking. Against the backdrop of the Russia-Ukraine war, relations between the US and China have been thrown into sharp relief, while the global economy is still reeling from the impacts of th…
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EP 69: The current state of the Brazilian economy with Mansueto Almeida | 13th March 2023
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Mansueto Almeida, Chief Economist at BTG Pactual, joins Moz to talk about the Brazilian economy and the current state of the financial markets. They reflect on this past year's impact of political policy from Brazil's new government, the positive rate of growth in GDP, and the outlook for future investment opportunities. Our host, Moz Afzal: https:…
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EP 68: The impact of monetary policy responses finally starting to show | 3rd March 2023
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With Daniel Murray hosting the podcast this week, Stefan Gerlach joins us to talk about global growth, evolving monetary policy and the potential risks on the road ahead as central bankers attempt to navigate ongoing economic uncertainty. Our host, Daniel Murray, Deputy CIO and Global Head of Research at EFGAM: bit.ly/3Jkb87J Our guest: Stefan Gerl…
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EP 67: The surprising impacts of hybrid working with James Pomeroy | 9th February 2023
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James Pomeroy, Global Economist at HSBC, joins Moz to talk about the unexpected impacts of the evolving hybrid work model, focusing on productivity, commercial real estate and how cities have been affected. The episode ends with a detailed look at how artificial intelligence will impact the working world. Our host, Moz Afzal: https://bit.ly/31XbkTR…
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EP 66: Making Your Voice Heard with Connson Locke | 10th January 2023
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Connson Locke, Professorial Lecturer in Management at the London School of Economics https://connsonlocke.com/ 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 p…
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EP 65: Economic volatility leading to political volatility, Dan Clifton | 9th January 2023
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Dan Clifton, Partner and Head of Policy Research for Strategas Securities http://bit.ly/3iTUMIG 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…
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EP 64: Q1 2023 Insight | 5th January 2023
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Daniel Murray https://bit.ly/3tNPXSK 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 pa…
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EP 63: Federal Reserve Impact with Dennis DeBusschere | 17th November 2022
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Dennis DeBusschere, President of 22V Research and Chief Market Strategist bit.ly/3AqC8xJ 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…
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EP 62: Opening the "black box" of the SNB with Professor Yvan Lengwiler | 31st October 2022
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Our host, Stefan Gerlach, Chief Economist at EFG: https://bit.ly/3uxPhj5 Our guest: Professor Yvan Lengwiler Professor of Economics at University of Basel and founder of The SNB Observatory https://bit.ly/3TetwRq EFGAM: https://bit.ly/2Oy6tFI Important Information The value of investments and the income derived from them can fall as well as rise, a…
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EP 61: "The most political volatility in the US since the Civil War" US Mid Term outlook with Dan Clifton | 24th October 2022
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Dan Clifton, Managing Director and Head of Washington research at Strategas https://bit.ly/3FiP0cv 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. …
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EP 60: Potential market energy with Jeff deGraaf | 19th October 2022
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Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Jeff deGraaf, Chairman, CEO and Head of Technical Research at Renaissance Macro Research https://bit.ly/3EmLiuo 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 …
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EP 59: The Winds of Change Q4 2022 Insight | 7th October 2022
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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 pa…
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EP 58: CIO Market Review | 3rd October 2022
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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 inv…
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EP 57: The opportunities and pitfalls of Private Markets with Manuel Keiser | 16th September 2022
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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 …
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EP 56: Interesting times for Central Banks with Stefan Gerlach | 23rd September 2022
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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…
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