This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Local Quarterly Briefing - Q2 2023

Loading player...

In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil emerging opportunities, while the escalating momentum of BRICS takes center stage, prompting us to consider its influence on the global currency landscape. Wrapping up, we provide a panoramic outlook for the remainder of the year.
Stay informed and ahead of the curve as we navigate these dynamic economic waters together.

15 Aug 2023 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Interest rate hike takes steam out of economic recovery.

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…

2 Jun 7 min

Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.

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…

19 May 6 min

Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.

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…

5 May 6 min

Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

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…

24 Apr 13 min

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

All episodes