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.
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 Nikkei's 10 year returns, and the interesting role the GPIF could play in activist investing.
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 1970s actually correct, and does the resignation of two Fed presidents materially change the outlook?
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 Murray, Gianluigi Mandruzzato, Joaquin Thul and Paul Temperton, to talk through the thinking behind EFG's insight document.
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 Income, and the potential Evergrande crisis with Moz.
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 cities will help solve them, and the global mega trends driving these changes.
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 industry.