Nedgroup Investments Nedgroup Investments Insights

Market and economic wrap: Market momentum meets monetary policy caution

Loading player...
In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst, unpacks a wave of central bank decisions that shaped global market sentiment. From the U.S. Fed’s rate cut and its implications for inflation and dollar stability, to the SARB’s steady stance and the rand’s resilience, the episode explores how monetary policy is influencing investor behaviour. Tumisho also covers equity market movements, including Nvidia’s AI-driven rally and the impact of Trump’s visa policy on Indian tech stocks. With key U.S. inflation and GDP data on the horizon, this episode offers timely insights into what’s driving markets now—and what could come next.
23 Sep 2025 English South Africa Investing · Business News

Other recent episodes

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take. Drawing…
24 Apr 14 min

Market and economic wrap: Markets rebound as geopolitical risks ease.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores how the shift from risk-off to risk-on sentiment impacted equities, commodities, and bonds globally and in South Africa, and…
21 Apr 6 min

Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility

In this episode, Trevor Garvin, Head of Multi-Management, unpacks how rising geopolitical tensions involving Iran are driving market volatility, with oil prices, bonds, and currencies firmly in focus. He explores what recent moves across global and South African markets mean for investors, and why discipline and diversification remain critical during…
7 Apr 6 min

Market and economic wrap: From risk off to relief, how durable is this rally?

In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in geopolitical tensions. From the relief rally sparked by shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies…
24 Mar 7 min
All episodes