Nedgroup Investments Insights
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Market and economic wrap: Interest rate hike takes steam out of economic recovery.
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how the recent interest rate hike and easing oil prices are shaping the path of economic recovery amid ongoing…
Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.
In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores continued market volatility as geopolitical tensions and energy supply…
Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.
In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores renewed market volatility as geopolitical tensions in the Middle East…
Four futures for AI
Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments,…
Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies
In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of…
Market and economic wrap: Markets rebound as geopolitical risks ease.
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores…
Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility
In this episode, Trevor Garvin, Head of Multi-Management, unpacks how rising geopolitical tensions involving Iran are driving market volatility, with oil prices, bonds, and currencies firmly in…
Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund
What does it really take to deliver strong returns without taking unnecessary risk? In this episode of Inside the mind of a fund manager, David Levinson, Head of Responsible Investment, is joined by…
Market and economic wrap: From risk off to relief, how durable is this rally?
In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in…
Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity
In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the…
Market and economic wrap: Spike in Brent Crude oil price causes global inflation jitters
In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments provides an update on recent developments in the Middle East and the resulting disruptions to key transport and…
Market and economic wrap: Geopolitical uncertainty – What it means for markets and your investments
In this week’s market update, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the key drivers behind recent global market volatility. He explores how heightened uncertainty is…
Budget 2026/27: What it means for your investments and retirement
In this episode, Denver Keswell, Senior Legal Advisor, unpacks the key takeouts from the 2026/27 National Budget Speech and what they mean for your investments, retirement planning, and long‑term…
Market and economic wrap: Reading the fault lines: Tariffs, trust and market tension
In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst, explores the renewed uncertainty gripping global markets after President Trump proposed a flat 15% global…
Market and economic wrap: Turning the corner? A deep dive into SONA 2026
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, breaks down President Cyril Ramaphosa’s 2026 State of the Nation Address. He highlights the key themes shaping South…
Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.
This week’s Market & Economic Wrap covers the major political shifts, market movements and global economic signals shaping sentiment right now. From Eskom’s tariff updates and UK political…
Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
In this episode, Mansoor Narker, Senior Investment Analyst, sits down with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, for a candid discussion on quality…
Market and economic wrap: Reading the signals - Markets, metals, and monetary policy
In our latest market and economic wrap, Tumisho Grater, Multi Management Investment Analyst, breaks down the forces driving sentiment both locally and abroad. Global markets are navigating a complex…
Market and economic wrap: Rand strength continues on the back of record-breaking market returns.
In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical…
Market and economic wrap: South African equity markets outshine the rest of the world for 2025.
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for…
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Nedgroup Investments Insights has published 150 episodes since June 2023, covering topics in Business, Business News.
Nedgroup Investments Insights is currently highly active with new episodes weekly. Average episode length is 8m.
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