Afleveringen
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In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses South Africa's Government of National Unity (GNU) reaching its 100-day milestone, with positive market reactions such as the JSE hitting all-time highs and the Rand strengthening. He also covers municipal challenges, global events like the US Vice Presidential debate, and the Springbok rugby team's victory. Market updates include record highs for the JSE, US, and European stocks, a drop in Brent crude oil prices, and a new high for gold. The episode concludes with China's significant stimulus package and its potential global impact. LinkedIn · YouTube
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In this episode of the Nedgroup Investments Multi-Manager Market and Economic Wrap, Trevor Garvin, Head of Multi-Management, discusses the recent interest rate cuts by the South African Reserve Bank (SARB) and the US Federal Reserve. Titled "Interest Rate Cutting Cycle Starts in Earnest", the episode covers the SARB's decision to reduce South Africa's interest rates by 25 basis points, marking the first change since May 2023. Trevor explains the context of lower inflation and global central bank moves, particularly the US Fed's 50 basis point cut. He also delves into the implications for South Africa's economy, including inflation forecasts, economic growth projections, and the potential impact on the rand and equity markets.
Tune in to understand the beginning of this new economic cycle and its potential benefits for future market returns. LinkedIn · YouTube -
Zijn er afleveringen die ontbreken?
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In this episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments discusses recent market volatility and its impact on various indices. The episode, titled "Wake me up when September ends," covers significant losses in the S&P 500, Nasdaq Composite, and Dow Jones, as well as the decline of the JSE All-Share Index due to fears of a slowing labor market. Tumisho also explores the "September Effect" and provides insights into global economic data, including the US jobs report and inflation rates in China.
Tune in to understand current market trends and economic indicators. LinkedIn · YouTube -
In this episode, Trevor Garvin Head of Multi-Manager at Nedgroup Investments provides a comprehensive market and economic wrap. Key topics include Floyd Shivambuâs departure from the EFF and its political implications, the Springboksâ rugby triumphs, and significant movements in currency and stock markets. Trevor also discusses the anticipated US rate cut, its impact on global markets, and the positive outlook for South African inflation and interest rates. Tune in for an insightful analysis of current economic trends and their potential effects on investments. LinkedIn · YouTube
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Unveiling the intricacies of South Africa's economy, in the second part of our Investment Insights podcast, Senior Investment Analyst, Anil Jugmohan and Portfolio Manager, Rashaad Tayob from Foord Asset management discuss the nation's fiscal health, investment opportunities within equities and bonds, and the global gold market dynamics. LinkedIn · YouTube
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In our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape. LinkedIn · YouTube
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In this episode of the Market and Economic Wrap titled, âMarkets exercise caution ahead of key economic dataâ, Tumisho Grater, Multi-Manager Investment Analyst, discusses the recent market volatility triggered by weak US labour market data and the Bank of Japanâs interest rate hike. In addition, we also hear more about global market performance and the impact, corporate earnings of major companies, commodities and US equities.
Tune in for more insights on how these developments could shape the economic landscape. LinkedIn · YouTube -
In our latest Global Quarterly Briefing, Andile Hlanti, Investment Analyst, unpacks the steady macroeconomic climate of Q2 2024, explores the nuanced bond market, and deciphers the equity and real estate sectors with our global Best of Breedâą portfolio managers.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q2 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q2 2024 · LinkedIn · YouTube -
In our latest Local Quarterly Briefing, Andile Hlanti, Investment Analyst, explores key insights from our Quarterly Roundup event, following the end of the second quarter. In this episode we hear from our Best of Breedâą portfolio managers who share their insights on China's market, fixed income forecasts, and the strategies they are exploring post the South African national elections earlier this year.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q2 2024 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q2 2024 · LinkedIn · YouTube -
In this episode of Market and Economic wrap podcast, Trevor Garvin discusses South Africaâs performance in the Paris 2024 Olympics, the impact of recent weather conditions in South Africa, and significant political events such as Joe Bidenâs withdrawal from the 2024 US presidential elections. LinkedIn · YouTube
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In this episode of the Market & economic wrap titled "Rand knocked off its pedestal as dollar rises on possible Trump presidency". Multi-manager Investment Analyst, Tumisho Grate discusses the impact of political events in the United Stated on the South Africa Rand and global markets. We delve into the economic implications of a potential second term for Donald Trump as president of the United States.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit our website to learn more. LinkedIn · Website · YouTube -
How can you get ready for the future in a changing world? In our new podcast Nic Andrew, Executive Head of Nedgroup Investments talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. Itâs a fresh view on the forces that shape our world every day. If you would like more detail on the dangers of short-term forecasts, listen here. · Download our 2023 Responsible Investment Report. · For more Investment Insights with Nic Andrew, listen to the podcast: The ABCs of not meeting your investment goals · LinkedIn · YouTube
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This podcast, hosted by Trevor Garvin from Nedgroup Investments Multi-Manager, provides a comprehensive market and economic wrap titled âPolitical changes sweep across the globe. Finally, the SA cabinet is announced.â The episode covers significant political shifts in South Africa, Europe, the US, and the UK. It also discusses the performance of various sports teams and gives an update on the financial markets, including currency fluctuations and equity movements. The podcast concludes with a look at the oil prices and a preview of the upcoming weeks. Itâs a one-stop source for global political, sports, and financial news. LinkedIn · YouTube
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South Africaâs Government of National Unity has sparked optimism, driving a 3.5% surge in the JSE, with good performance from retailers and the financial sector. The rand strengthened, signaling potential net foreign buying. Globally, tensions persist between China and the world, impacting European stocks. In the US, Nvidiaâs AI-related surge led to a record high for the S&P 500. Local inflation and retail sales data are due, and investors await the Bank of Englandâs policy rate decision. Follow us on LinkedIn · Subscribe to our YouTube channel
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In our latest Investment Insights podcast, Mohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, following Steve's recent research trip. They also discuss the effects of the unforeseen events that have happened over the last few years on China, and more about how the Nedgroup Investments Opportunity Fund leverages investment ideas from global markets. Our Flagship Fund Range · Follow us on LinkedIn · YouTube
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In this episode, we explore critical developments shaping South Africaâs economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ruling African National Congress (ANC) losing its 30-year parliamentary majority. Coalition negotiations are underway, impacting the SA Rand, economic growth, and market sentiment.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. LinkedIn · Website · YouTube -
In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset fixed income portfolios. Plus, discover why our global equity manager is optimistic about a leading insurance broker. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q1 2024 · LinkedIn · YouTube -
In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager favors European equities over US equities. Plus, join the discussion on the promising prospects of the commodity sector for 2024. Get an update on local markets in this short podcast hosted by Investment Analyst, Andile Hlanti.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q1 2024 · LinkedIn · YouTube -
Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment.
The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com for more information. Learn more about our Flagship Fund Range · Stay up to date, follow us on LinkedIn. · YouTube -
In this podcast, we explore the impact of President Cyril Ramaphosaâs recent signing of the National Health Insurance (NHI) Bill on citizens and investors. The NHI implementation challenges, funding constraints, and potential economic consequences are analyzed. Shifting our focus to the US, we discuss President Joe Bidenâs tariffs, inflation data, and their influence on the economic landscape.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com. LinkedIn · YouTube - Laat meer zien