In the final episode of the Nedgroup Investments Market and Economic Wrap for 2024, Tumisho Grater, Multi-Manager Investment Analyst, reviews the financial markets and economic events of the year. She highlights mixed economic data, significant geopolitical events like South Korea’s brief martial law and the fall of the French government, and market movements including the performance of major indices. She also discusses upcoming interest rate decisions by the ECB and the US Federal Reserve, as well as trends in Asian and European markets.

We wish you a happy, healthy, and prosperous 2025. The Market and Economic Wrap will return to air on 21 January 2025. LinkedIn · YouTube

In this episode, Trevor Garvin discusses Trump's cabinet picks, the dropping of charges against him, international conflicts, Storm Bert's impact in Britain, the Springboks' rugby win, Bitcoin's rise, and South Africa's interest rate cut. He highlights the ever-changing market environment and emerging opportunities. LinkedIn · YouTube

Join us for the latest episode of our Global Quarterly Briefing! Investment Analyst Natalie Helmbold takes a deep dive into the key factors influencing global markets in Q3 2024. Hear from an experienced portfolio manager about the recent interest rate cuts and their impact on global bonds. Discover the reasons behind the remarkable rebound in global property and explore the future prospects for emerging market equities. Our global multi-asset manager provides an in-depth analysis of the Japanese markets and the Chinese economy. Finally, our global equity managers share some strategic investment holdings to watch. Don't miss this comprehensive overview of the current financial landscape.

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 Q3 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q3 2024 · LinkedIn · YouTube

In our latest Local Quarterly Briefing, Investment Analyst Natalie Helmbold delved into key insights from our Quarterly Roundup event. She explores the value of South African bonds following the significant post-election rally. We also examine the prospects for both South African and global equities, with an equity manager highlighting some attractive South African companies. Finally, we turn our attention to the Chinese economy and the recent $1.4 trillion stimulus packed announced by the Chinese government.

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 Q3 2024 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q3 2024 · LinkedIn · YouTube

The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you’re an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding. LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Manager Investment Analyst, provides an insightful recap of the recent Medium-Term Budget Policy Statement (MTBPS) presented by the finance minister. Tumisho discusses the fiscal outlook, highlighting the unexpected downward revisions to revenue estimates and the challenges faced by the National Treasury in containing expenditure growth. The episode delves into the market reactions, including movement in the rand and bond yields, and outlines key takeaways from the MTBPS on both the revenue and expenditure sides. Tune in to understand the implications of the MTBPS on South Africa's economic landscape and what it means for the future. LinkedIn · YouTube

In this episode of the market & economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses the challenges facing South Africa's Finance Minister ahead of the Medium-Term Budget Policy Statement (MTBPS). He covers the rand's performance against the US dollar, recent movements in global stock markets, fluctuations in Brent crude oil and precious metals prices, and South Africa's inflation trends and forecasts. The episode also includes projections for the upcoming budget, touching on tax revenue, public sector wages, and debt service costs, and concludes with a hopeful outlook for continued positive investor sentiment. LinkedIn · YouTube

In this episode, Tumi Grater and Nic Andrew explore “Advisors’ Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind. LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses the recent record highs in the US stock market, driven by stable inflation and positive earnings reports from major banks. The episode also covers global market movements, China’s economic measures, ongoing trade tariffs, expectations for another European Central Bank interest rate cut, and the creation of the National Transmission Company of SA. It concludes with a tribute to the late Dr. Tito Mboweni, highlighting his contributions to South African economic policy. LinkedIn · YouTube

In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioral tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions. LinkedIn · YouTube