Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

Loading player...
In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical tensions and record-breaking equity returns to South Africa’s rand strengthening to a three-year high, we unpack the trends driving investor sentiment. Discover how booming commodity prices, oversubscribed infrastructure bonds, and easing inflation are influencing confidence, while gold and platinum continue their spectacular rally. Tune in for insights on what these developments mean for markets as we step into the new year.
13 Jan English South Africa Investing · Business News

Other recent episodes

Quarterly Insights: Is the investment playbook changing?

For 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, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key…
14 Aug 33 min

Market and economic wrap: Beneath the rally - Inflation, oil, and leverage

Global 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 of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment…
14 Jul 7 min