The big investment themes
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Investment insights from Andrew Headley, Head of Global, Veritas Asset Management
Other recent episodes
Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit
In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home,…
Market and economic wrap: SARB call hangs between hold and cut
In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the…
Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). In this special Market and Economic Wrap episode, they explore the country’s economic outlook, fiscal and monetary policy shifts, debt stabilisation, and…
Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they…
Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud
In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments covers a dynamic mix of global and local developments. From the high-stakes New York mayoral elections and the diplomatic breakthrough between Presidents Trump and Xi Jinping, to South Africa’s final month as G20 host and…