Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns

Loading player...
In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and rising gold prices to global equity rallies and commodity shifts. Plus, a quick look at the Springboks’ thrilling Rugby Championship win and the start of the ICC Women’s Cricket World Cup.
7 Oct 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