Nedgroup Investments MultiManager Insights – a Beast of a year
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Trevor Garvin, Head of MultiManager describes the key events that defined 2020 and touches on what we can expect from 2021.
Other recent episodes
Market and economic wrap: South African equity markets outshine the rest of the world for 2025.
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for 2025. From political shifts under the Government of National Unity and Eskom’s turnaround to record-breaking equity returns and a…
Investing and spending: Two sides of the same coin
In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them. Drawing inspiration from Morgan Housel’s…
Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit
In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home,…
Market and economic wrap: SARB call hangs between hold and cut
In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the…
Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). In this special Market and Economic Wrap episode, they explore the country’s economic outlook, fiscal and monetary policy shifts, debt stabilisation, and…