Nedgroup Investments Insights
Today: #122 in Business, South Africa on our combined chart.
Chart positions today · Germany
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
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Ranking history · Germany
Latest episodes
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Market and economic wrap: When political promises meet bond-market reality.
October 6, 2026 · 7 minIn this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With…
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Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you
October 2, 2026 · 11 minChina is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the…
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Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing.
September 22, 2026 · 7 minMarkets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup…
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Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.
September 8, 2026 · 8 minStrong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater…
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Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.
August 25, 2026 · 7 minMarkets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of…
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Quarterly Insights: Is the investment playbook changing?
August 14, 2026 · 34 minFor decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew…
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Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.
August 11, 2026 · 7 minMarkets have shown resilience in recent weeks, but investors continue to grapple with the implications of higher oil prices, persistent inflation pressures, and ongoing geopolitical uncertainty. In this week’s episode, Trevor Garvin, Head…
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Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain
July 28, 2026 · 7 minMarkets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin…
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Market and economic wrap: Beneath the rally - Inflation, oil, and leverage
July 14, 2026 · 7 minGlobal markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality…
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Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
July 8, 2026 · 14 minArtificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about…
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Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat
June 30, 2026 · 7 minMarkets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments in the…
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Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
June 29, 2026 · 12 minIn a market fixated on AI, it’s easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, about…