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The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you’re an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding. LinkedIn · YouTube
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In this episode, Tumisho Grater, Multi-Manager Investment Analyst, provides an insightful recap of the recent Medium-Term Budget Policy Statement (MTBPS) presented by the finance minister. Tumisho discusses the fiscal outlook, highlighting the unexpected downward revisions to revenue estimates and the challenges faced by the National Treasury in containing expenditure growth. The episode delves into the market reactions, including movement in the rand and bond yields, and outlines key takeaways from the MTBPS on both the revenue and expenditure sides. Tune in to understand the implications of the MTBPS on South Africa's economic landscape and what it means for the future. LinkedIn · YouTube
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In this episode of the market & economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses the challenges facing South Africa's Finance Minister ahead of the Medium-Term Budget Policy Statement (MTBPS). He covers the rand's performance against the US dollar, recent movements in global stock markets, fluctuations in Brent crude oil and precious metals prices, and South Africa's inflation trends and forecasts. The episode also includes projections for the upcoming budget, touching on tax revenue, public sector wages, and debt service costs, and concludes with a hopeful outlook for continued positive investor sentiment. LinkedIn · YouTube
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In this episode, Tumi Grater and Nic Andrew explore “Advisors’ Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind. LinkedIn · YouTube
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In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses the recent record highs in the US stock market, driven by stable inflation and positive earnings reports from major banks. The episode also covers global market movements, China’s economic measures, ongoing trade tariffs, expectations for another European Central Bank interest rate cut, and the creation of the National Transmission Company of SA. It concludes with a tribute to the late Dr. Tito Mboweni, highlighting his contributions to South African economic policy. LinkedIn · YouTube
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In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioral tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions. LinkedIn · YouTube
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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 -
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 Shivambu’s departure from the EFF and its political implications, the Springboks’ 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, “Markets exercise caution ahead of key economic data”, Tumisho Grater, Multi-Manager Investment Analyst, discusses the recent market volatility triggered by weak US labour market data and the Bank of Japan’s 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 Breed™ 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 Breed™ 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 Africa’s performance in the Paris 2024 Olympics, the impact of recent weather conditions in South Africa, and significant political events such as Joe Biden’s 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. It’s 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 “Political changes sweep across the globe. Finally, the SA cabinet is announced.” 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. It’s a one-stop source for global political, sports, and financial news. LinkedIn · YouTube
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South Africa’s 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, Nvidia’s 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 England’s policy rate decision. Follow us on LinkedIn · Subscribe to our YouTube channel
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