Investment Insights - Finding value in the South African equity markets

In 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 the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important…

China 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 Nedgroup Investments Stable Fund, following his recent visit to China. They explore the…

Markets 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 Investments, explores the key drivers behind recent market performance, from easing Treasury yields and record…

Strong 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, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…

Markets 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 Multi-Manager at Nedgroup Investments, explores the factors behind the recent pullback in global equity markets, why higher…