HeyJaredBeyond the Benchmark by EFG
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
EP 150: The midterm playbook: Congress, data centres and the cost-of-living vote (opens the original)
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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 to Trump and voters. Clayton breaks down why Trump is likely to shrug off a Democratic House and pivot even further toward foreign policy. They also dig into the political backlash facing data centres, the state of US relations with China, Russia and Iran, and what Trump's obsession with legacy could mean for markets and policy. Our
EP 149: Joining the party late – Europe’s bullish turn (opens the original)
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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 Strategy at UBS, to explore why sentiment on European equities has shifted and why this upgrade in tone looks structurally different from false dawns of the past. Gerry walks through the bottom-up story reshaping the market – from AI capex “late cycle joiners” in cables, turbines and semis equipment to a broadening industrial reco
EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond (opens the original)
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Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July’s sharp sell-off has left investors asking whether the AI trade is cracking or simply resetting. Hosted by Moz Afzal, Global CIO at EFG, in conversation with Henry Walters, EFG Equity Analyst, this episode explores what drove the July wobble – from crowded positioning and leverage to rising rates and credit spreads – against a backdrop of robust tech earnings and surging AI capital expenditure. They al
EP 147: Where technology ends and human intuition begins – onboard with Team Malizia (opens the original)
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What happens when the models, forecasts and systems have done all they can – and it’s down to human judgment? Ocean racing skipper Boris Herrmann explains how he leads Team Malizia through some of the toughest races on the planet. While much of the race outcome is already determined through the preparation beforehand, intuition, trust and teamwork still play a vital role. Listen to this fascinating episode to hear what life is like in some of the most remote and demanding conditions. Our host, M
EP 146: Secondaries first: rethinking private market liquidity (opens the original)
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In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity within private markets. In this episode, CIO Moz Afzal is joined by Jake Elmhirst, Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, to discuss why secondaries have become a core building block in client portfolios. They explore the current liquidity squeeze in private markets, how secondaries can offer diversification and potentially attractive risk‑adjusted returns, and
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