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 US economy. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Jeff deGraaf, CMT, CFA, Chairman and Head of Technical Research at Renaissance...

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 Innovation MSC program, designed to educate students in machine and deep learning. Explore the role of trust and differentiation in the AI era, the...

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 and their implications. As we navigate the current landscape, we also focus on the return of real yields in fixed-income markets and speculate on...

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 and crowdsourcing in an effort to understand the complexities of the human brain. We then shift gears to discuss the innovative approach Pascal...

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 examples of the types of companies that are picked, the importance of accurately assessing management teams to maintain the integrity of the strategy,...

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 risks in the labor market, the effects of bank failures, and the need to avoid a stop-and-go policy.  As the conversation progresses, we also examine...

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 Head of Research at EFGAM: https://bit.ly/3tNPXSK Our guest: Jérôme Berset, Head of Alternatives at...

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 portfolio managers are facing in trying to match the performance of these tech giants and examine the divide in traditional safety sectors. The second...

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 on wage growth. They also compare China and Japan's economic challenges, analyze housing prices, celebrate Brazil's successes, and more.  Our host,...

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, GPUs and applications to consumer content creation, the technology has the promise to revolutionise the way business is done and how humans interact...

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, Chief Economist at EFG bit.ly/3mz6t8V EFGAM: https://www.newcapital.com/ Important disclaimers The value of investments and the income derived from...

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 surprises in equity and bond markets brought about in part by inflation. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, Larry Jeddeloh,...

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 guests: Daniel Murray https://bit.ly/3tNPXSK Paul Temperton http://tier.co.uk/ Joaquin Thul https://bit.ly/3d7QWGl GianLuigi...

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 the energy crisis. Jens provides a nuanced and thoughtful commentary on the potential impacts of these risks over the coming years.  Our host, Moz...

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://bit.ly/31XbkTR Our guest: Mansueto Almeida, Chief Economist at BTG Pactual https://bit.ly/34RbtNO EFGAM: https://www.newcapital.com/ Important...

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 Gerlach, Chief Economist at EFG bit.ly/3mz6t8V EFGAM: https://www.newcapital.com/ Important Information The value of investments and the income...

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 Our guest: James Pomeroy, Global Economist at HSBC https://bit.ly/38Y9plu EFGAM: https://www.newcapital.com/ Important Information The value of...

In this live-recorded episode, Connson Locke, Professorial Lecturer in Management at the London School of Economics, explains the differing styles of exerting influence in professional environments, over both your peers and superiors. Communication styles, how to ask the right questions, attracting more women to the financial services industry and how different cultures view power differentials are all covered.

In this special episode of Beyond the Benchmark, we look back to the EFG Investment Summit on the 9th of January 2023, listening in to Dan Clifton's live presentation on US and Global geopolitics. Focusing on increased US political volatility, deglobalisation and 'friend-shoring', China's designs on Taiwan and more.

To kick off the new year, Moz is joined by the team behind the quarterly Insight publication to talk through the thinking behind the document. Topics covered include China's rapid reopening and potential for disruption, markets second guessing The Fed, the UK's challenging growth outlook and a special look at the oft-overlooked MENA region.

Moz hosts a conversation with Dennis DeBusschere. Dennis DeBusschere is the President of 22V Research and chief market strategist. Prior to helping found 22V Research, he began his career in sales at Merrill Lynch. Dennis then went on to head Evercore ISI’s Portfolio Strategy Research and Quantitative Research teams and sit on the firm’s Investment Policy Committee. Dennis has consistently been one of the top-ranked portfolio strategists in the Institutional Investor’s annual poll. His daily...

Stefan Gerlach, Chief Economist at EFG Bank hosts the podcast this week, talking to Professor Yvan Lengwiler, founder of The SNB Observatory, a think tank which aims to create constructive public debate about the SNB and its policy. Traditionally seen as a very effective national bank, we learn more about how the SNB operates, and what it could do better according to Professor Lengwiler.

Dan Clifton, Managing Director and Head of Washington research at Strategas gives Moz a run down of US Mid Term election outlooks based off his research and experience. Are the Democrats heading for a drubbing while the Republicans take a super majority? Will 2024 be a re-run of Trump vs Biden? Could a third unity party option be on the ticket? All this and more this week on Beyond the Benchmark.

Moz talks to Chairman, CEO and Head of Technical Research at Renaissance Macro Research, Jeff deGraaf. Analysing the market through the lens of a physics based model of potential energy, combined with technical, fundamental and quantitative analysis, Jeff and his team consistently deliver valuable market insights. Jeff shares some of these insights in this week's podcast.

Are The Winds of Change blowing? In this accompanying podcast to the Q4 Insight publication, Moz and the team who author the document talk us through Q4 2022 and the potential shifting of some long term trends. The enduring problem of inflation, currency devaluations, the 'G' in ESG, the Russia-Ukraine war and the threat of nuclear weapons feature in this edition.