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

Market and economic wrap: Trump and his tariffs push global economies to the brink

Loading player...

In our latest podcast with Trevor Garvin, Head of Multi-Management, geopolitics take centre stage with unprecedented global uncertainty and volatility. From the ongoing Ukraine-Russia conflict to the intensified Middle East clashes, political leaders are navigating complex challenges. Domestically, South Africa's political landscape is also active with the ANC under scrutiny for its handling of US relations, and the National Budget also causing market uncertainty as the rand trades weaker and rating agencies increase pressure on fiscal stability. Tune in to this new episode for these and more updates, including insights on US equities, bond market yields and SA industries.

1 Apr 2025 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: When political promises meet bond-market reality.

In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important…

6 Oct 7 min

Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the…

2 Oct 10 min

Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing.

Markets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the key drivers behind recent market performance, from easing Treasury yields and record…

22 Sep 7 min

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…

8 Sep 7 min

Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.

Markets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the factors behind the recent pullback in global equity markets, why higher…

25 Aug 6 min

All episodes