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

Global Quarterly Briefing - Q2 2024

Loading player...

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.

6 Aug 2024 English South Africa Investing · Business News

Other recent episodes

Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund

What does it really take to deliver strong returns without taking unnecessary risk? In this episode of Inside the mind of a fund manager, David Levinson, Head of Responsible Investment, is joined by Ian Anderson, Portfolio Manager of the Nedgroup Investments Property Fund, to explore how a differentiated, fundamentals driven…

27 Mar 10 min

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

All episodes