All Episodes
Displaying episodes 61 - 90 of 97 in total
EP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021
Looking ahead at the tentative 'return to normal' in 2022, and against a backdrop of high excess savings rates, Joaquin Thul and Moz discuss the sectors likely to bene...
EP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021
Jaewoo Nakajima, head of the Japan research team at Evercore ISI speaks to Moz about why he is still constructive on Japan, revealing some surprising data about the Ni...
EP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021
Stefan Gerlach, Chief Economist at EFG, speaks to Moz about Central Bank world as the Fed indicates it will be starting very gentle tapering. Are comparisons to the 19...
EP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021
Looking ahead to Q4 of 2021, we take a close look at China, UK monetary policy, inflation and the southern European economies. Moz is joined by the 'A Team', Daniel Mu...
EP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021
At this interesting time in Fixed Income markets, Michael Leithead, Head of Fixed Income at EFG, shares his thoughts on German 10 Year Bunds, how ESG fits into Fixed I...
EP 30: James Pomeroy on Smart Cities | 9th September 2021
James Pomeroy, Global Economist at HSBC, speaks to Moz Afzal and Melanie Merlo about his research into the future of cities, the problems that they face, how smart cit...
EP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021
EFG's Head of Mutual Fund Research, Andrew Harradine, talks through the trends currently dominant in asset management, thematic investing and how ESG is changing the i...
EP 28: Mary Rosenbaum on the FOMC and the US Infrastructure Bill | 12th August 2021
Mary Rosenbaum, Founding Partner, Senior Monetary Policy Analyst at Observatory Group speaks to Daniel Murray, Deputy CIO & Global Head of Research at EFGAM. She takes...
EP 27: Monetary policy overview with Stefan Gerlach | 15th July 2021
EFG's Chief Economist Stefan Gerlach joins Moz to talk through current monetary policy themes and central bank thinking, looking at The Fed, the ECB and the SNB.
EP 26: 2021 Q3 Insight Roundtable | 6th July 2021
Looking ahead to Q3 of 2021, we look at the global economic rebound, potential tail risks, global infrastructure spending, rising CO2 emissions, the UK's inherently in...
EP 25: The mid-year macro review | 24th June 2021
How are our Outlook 2021 predictions faring? In this mid-year review, Moz is joined by the macro team, Daniel Murray, Stefan Gerlach, Gianluigi Mandruzzato and Joaquin...
EP 24: Fixed Income with Michael Leithead | 10th June 2021
Why is the bond market rallying despite inflation fears, navigating crises in bond markets, ESG in fixed income and more are the topics of discussion on this week's ep...
EP 23: Financial Disruptors with Haichuan Yu | 3rd June 2021
Moz speaks to EFGAM fund manager Haichuan Yu about how parts of the finance industry are ripe for disruption, and what EFGAM looks for in potential disruptors.
EP 22: Current economic and market controversies with Daniel Murray | 20th May 2021
Daniel Murray, EFGAM Deputy CIO, joins Moz to discuss some of the hot button macroeconomic issues currently on peoples' lips. Growth prospects, timing of the Fed's tig...
EP 21: Dan Clifton on Biden's investment plans, US relations with China and semiconductors | 6th May 2021
Moz is joined by Dan Clifton, Head of Policy Research for Strategas, who breaks down Biden's ambitious stimulus and investment plans and the changing nature of US rela...
EP 20: South America deep dive with Joaquin Thul | 22nd April 2021
How are the major economies in South America dealing with the evolving fallout from the COVID pandemic, and what is the outlook like for the coming year? Resident EFG ...
EP 19: 2021 Q2 Insight Roundtable | 8th April 2021
This week we cover NFTs and Central Bank Digital Currencies, the challenges facing Indian economic growth, how South America is faring in the COVID-19 pandemic and mor...
EP 18: Helen Thomas, CEO of Blonde Money | 25th March 2021
Helen Thomas, CEO of Blonde Money, speaks to Daniel Murray this week. She shares insights on what it was like to work with George Osborne, future UK-EU relationships, ...
1 Year Anniversary Special | 12th March 2021
What a year it's been on Beyond the Benchmark. Starting in March 2020, the podcast was in its infancy through some of the most turbulent days in financial and market h...
EP 17: Is the inflation risk real? With Stefan Gerlach | 25th February 2021
Is the inflation risk real or something of a paper tiger? What are central banks across the world doing, and what impact might Brexit have on Britain's structurally in...
EP 16: The Nikkei's path to 35,000 with Jaewoo Nakajima | 11th February 2021
Our host: Moz Afzal:https://bit.ly/3bWFAoiOur guest, Jaewoo Nakajima:https://bit.ly/2ZdzCaWEFGAM:https://bit.ly/399nj56Important InformationThe value of investments an...
EP 15: Opportunities in space with Dr Suzie Imber | 28th January 2021
Associate Professor in Space Physics, Dr Suzie Imber, joins us to talk about real world applications of space technologies, how commercial companies are outcompeting N...
EP 14: 2021 Q1 Insight Roundtable | 14th January 2021
In this first episode of 2021, Moz Afzal hosts a roundtable discussion talking through the Q1 Insight document, covering the pandemic's impact on inflation, the potent...
EP 13: 45 years at the top with Ed Hyman | 10th December 2020
Ed Hyman, legendary Chairman of Evercore ISI, joins Moz to discuss his career and journey to where he is now.
EP 12: Innovation and resilience with Nathan Furr | 3rd December 2020
Nathan Furr, Associate Professor at INSEAD joins Moz this week, revealing what he has learnt from years of researching and writing about the most innovative companies ...
EP 11: The booming digital economy with James Pomeroy | 19th November 2020
James Pomeroy, Global Economist at HSBC, joins Moz to talk about the emerging trends in the booming digital economy, and how the COVID crisis has helped to accelerate ...
EP 10: US election special with Dan Clifton | 29th October 2020
Join us for a US election special with Dan Clifton, Managing Director and Head of Washington Research at Strategas Research Partners. What are the markets predicting s...
EP 9: Is the economy sitting on rocket fuel for 2021? | 1st October 2020
Chris Watling, founder of Longview Economics, joins Daniel Murray to discuss the impact of COVID on the global economy, the shape of the recovery, debt to GDP ratios a...
EP 8: Q4 Insight Roundtable | 8th October 2020
Moz is joined by the contributors to the Q4 Insight document, to discuss the major global macroeconomic and market trends emerging in Q4 of 2020.
EP 7: There Is No Alternative with Jason Trennert | 21st May 2020
In the tumultuous run up to the US election, we look at how the US market is positioning itself ahead of November. Joining us is Jason Trennert, Chairman and CEO of St...