Beyond the Benchmark by EFG · 2025-11-20 · 16 min
What’s really on the mind of strategists and economists right now? In this special, bitesize update episode of Beyond the Benchmark, Daniel Murray, EFG’s Deputy CIO, delivers the key takeaways from his recent trip to the US, covering tariffs, valuations and the future of the Federal Reserve. Our host, Sam Jochim: Our guest: Daniel Murray: EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond85 / 100
EP 145: EFG’s Mid-Year Outlook: what to know now and how to act68 / 100
EP 147: Where technology ends and human intuition begins - onboard with Team Malizia
EP 146: Secondaries first: rethinking private market liquidity
EP 144: Strongmen, sanctions and the Strait of Hormuz: Navigating today’s new geopolitical order
