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

Global Quarterly Briefing - Q4 2024

Loading player...

In this episode, we profile key insights from our recent Global Quarterly Roundup with our global Best of Breed™ managers. As we dive into 2025, we reflect on a year marked by significant events and policy shifts. Our managers discuss the impact of Trump's policies on bond markets, the resilience of the real estate sector, and the economic situation in China. They also share perspectives on tariffs, trade policies, and the importance of a conservative approach to equity investments in the current valuations environment.

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 Q4 2024 Global Quarterly Roundup via the link below.

6 Feb 2025 English South Africa Investing · Business News

Other recent episodes

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 geopolitical tensions. From the relief rally sparked by shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies…

24 Mar 7 min

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

All episodes