Nedgroup Investments Insights

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how easing geopolitical tensions, falling oil prices and major corporate developments are shaping the mid year market outlook. He explores the implications for global and South African markets amid shifting risk sentiment, evolving monetary policy and a backdrop of policy divergence across central banks. LinkedIn · YouTube

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how the recent interest rate hike and easing oil prices are shaping the path of economic recovery amid ongoing geopolitical uncertainty. He explores the impact on global and South African markets, and what shifting inflation, currency and growth dynamics mean for investors navigating a fragile outlook. LinkedIn · YouTube

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