Beyond the Benchmark by EFG · 2026-01-02 · 24 min
In this year-end episode of Beyond the Benchmark, Moz and Daniel unpack the defining forces of 2025 - from the return of Donald Trump and global tariff shocks to the Middle East conflict, shifting geopolitics, and surprisingly resilient markets. They conclude by outlining key scenarios for 2026, including why a soft landing remains the base case despite looming midterm volatility and policy uncertainty. Our host, Moz Afzal: 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
