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.
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.
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 tightening, inflation, permanent vs temporary COVID changes and more are on the menu.
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 relations with China especially against the backdrop of semiconductor production.