This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Global Quarterly Briefing - Q1 2024

Loading player...

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.

24 May 2024 English South Africa Investing · Business News

Other recent episodes

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 “Saaspocalypse.” As investor enthusiasm around artificial intelligence has intensified, many software and data businesses have been sold off indiscriminately. But is…

13 Mar 11 min

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 energy routes. He explains how these developments aligned with sharp movements in Brent crude oil prices, shifts in global inflation…

10 Mar 6 min

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 influencing asset classes such as equities, commodities, currencies and bonds, and what this means for inflation and interest rate expectations. Trevor also…

2 Mar 8 min

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 financial strategy. National Treasury’s latest proposals include higher tax‑free investment limits, increased retirement contribution deductions, and more generous capital gains tax…

26 Feb 6 min

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 tariff. The episode looks at how this shift is reshaping winners and losers across regions, why long‑standing US allies face the biggest squeeze,…

24 Feb 7 min

All episodes