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

Our Flagship Fund Range | Sustaining growth: The US economy's path forward amid political shifts

Loading player...

In our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape.

21 Aug 2024 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores continued market volatility as geopolitical tensions and energy supply disruption remain firmly in focus. The discussion covers the impact of elevated oil prices on inflation and interest-rate expectations, as well as recent…

19 May 6 min

Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores renewed market volatility as geopolitical tensions in the Middle East intensify. The discussion focuses on efforts to reopen the Strait of Hormuz under “Project Freedom”, the sharp response in oil prices, and…

5 May 6 min

Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as…

24 Apr 13 min

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take. Drawing…

24 Apr 14 min

Market and economic wrap: Markets rebound as geopolitical risks ease.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores how the shift from risk-off to risk-on sentiment impacted equities, commodities, and bonds globally and in South Africa, and…

21 Apr 6 min

All episodes