Welcome to Beyond the Benchmark, the EFG Podcast with CIO Moz Afzal.

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Latest Episodes

EP 152: Democracy, debt and data centres: Inside America’s volatile midterms

Could the US midterm election trigger the next big move in financial markets?   With control of Congress hanging in the balance, investors may face a pivotal moment. F...

EP 151: The new macro order: gold, deglobalisation and EM opportunities

As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments. In t...

EP 150: The midterm playbook: Congress, data centres and the cost-of-living vote

As the US midterm elections come into view, Moz Afzal is joined by Clayton Allen, Practice Head for the United States at Eurasia Group, to unpack what really matters t...

EP 149: Joining the party late – Europe’s bullish turn

After years of being the market’s perennial underdog, Europe is finally having a moment. In this episode Moz Afzal sits down with Gerry Fowler, Head of European Equity...

EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond

Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July’s sharp sell-off has left investors asking whether the AI trade is crack...

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