Nedgroup Investments Insights

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores continued market volatility as geopolitical tensions and energy supply disruption remain firmly in focus. The discussion covers the impact of elevated oil prices on inflation and interest-rate expectations, as well as recent moves across equities, bonds, and currencies. Against a backdrop of heightened sensitivity to global events, the episode highlights the central role of energy markets in shaping investor sentiment and why diversification remains critical in navigating ongoing uncertainty. LinkedIn · YouTube

In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores renewed market volatility as geopolitical tensions in the Middle East intensify. The discussion focuses on efforts to reopen the Strait of Hormuz under “Project Freedom”, the sharp response in oil prices, and the ripple effects across global equities, bonds, and currencies. The episode also examines what higher energy prices mean for inflation expectations, interest rates, and portfolio positioning, highlighting why diversification remains critical in a headline-driven market environment. LinkedIn · YouTube

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 on Nic's "Four futures for AI" framework, the conversation examines why AI is less a fleeting wave and more a structural tide, reshaping organisations, careers and society. Together, they unpack what these futures mean in practice, from job design and access to the critical role of trust, offering a grounded perspective on the choices leaders face in shaping AI's long-term impact. LinkedIn · YouTube

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as roads, airports and long‑term concessions can deliver predictable cash flows and durable returns. Using Vinci as a case study, the episode offers a practical perspective on quality, compounding and why some fundamentals still matter deeply in an AI‑driven world. LinkedIn · YouTube

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 why diversification and discipline remain essential in volatile markets. LinkedIn · YouTube