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. Watch now | Nedgroup Investments Global Quarterly Roundup | Q2 2024 · LinkedIn · YouTube

In our latest Local Quarterly Briefing, Andile Hlanti, Investment Analyst, explores key insights from our Quarterly Roundup event, following the end of the second quarter. In this episode we hear from our Best of Breed™ portfolio managers who share their insights on China's market, fixed income forecasts, and the strategies they are exploring post the South African national elections earlier this year.

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 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q2 2024 · LinkedIn · YouTube

In this episode of Market and Economic wrap podcast, Trevor Garvin discusses South Africa’s performance in the Paris 2024 Olympics, the impact of recent weather conditions in South Africa, and significant political events such as Joe Biden’s withdrawal from the 2024 US presidential elections. LinkedIn · YouTube

In this episode of the Market & economic wrap titled "Rand knocked off its pedestal as dollar rises on possible Trump presidency". Multi-manager Investment Analyst, Tumisho Grate discusses the impact of political events in the United Stated on the South Africa Rand and global markets. We delve into the economic implications of a potential second term for Donald Trump as president of the United States.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit our website to learn more. LinkedIn · Website · YouTube

How can you get ready for the future in a changing world? In our new podcast Nic Andrew, Executive Head of Nedgroup Investments talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It’s a fresh view on the forces that shape our world every day. If you would like more detail on the dangers of short-term forecasts, listen here. · Download our 2023 Responsible Investment Report. · For more Investment Insights with Nic Andrew, listen to the podcast: The ABCs of not meeting your investment goals · LinkedIn · YouTube

This podcast, hosted by Trevor Garvin from Nedgroup Investments Multi-Manager, provides a comprehensive market and economic wrap titled “Political changes sweep across the globe. Finally, the SA cabinet is announced.” The episode covers significant political shifts in South Africa, Europe, the US, and the UK. It also discusses the performance of various sports teams and gives an update on the financial markets, including currency fluctuations and equity movements. The podcast concludes with a look at the oil prices and a preview of the upcoming weeks. It’s a one-stop source for global political, sports, and financial news. LinkedIn · YouTube

South Africa’s Government of National Unity has sparked optimism, driving a 3.5% surge in the JSE, with good performance from retailers and the financial sector. The rand strengthened, signaling potential net foreign buying. Globally, tensions persist between China and the world, impacting European stocks. In the US, Nvidia’s AI-related surge led to a record high for the S&P 500. Local inflation and retail sales data are due, and investors await the Bank of England’s policy rate decision. Follow us on LinkedIn · Subscribe to our YouTube channel

In our latest Investment Insights podcast, Mohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, following Steve's recent research trip. They also discuss the effects of the unforeseen events that have happened over the last few years on China, and more about how the Nedgroup Investments Opportunity Fund leverages investment ideas from global markets. Our Flagship Fund Range · Follow us on LinkedIn · YouTube

In this episode, we explore critical developments shaping South Africa’s economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ruling African National Congress (ANC) losing its 30-year parliamentary majority. Coalition negotiations are underway, impacting the SA Rand, economic growth, and market sentiment.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. LinkedIn · Website · YouTube

In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset fixed income portfolios. Plus, discover why our global equity manager is optimistic about a leading insurance broker. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.

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 episodes from our Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q1 2024 · LinkedIn · YouTube