Inflation fears - REITerating fundamentals
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Investment insights from Andrew Parsons, Chief Investment Officer, Resolution Capital
Other recent episodes
Market and economic wrap: Beneath the rally - Inflation, oil, and leverage
Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment…
Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund…
Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat
Markets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments in the Middle East, their impact on energy markets, and what they mean for investors. He also explores recent…
Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
In a market fixated on AI, it’s easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, about why rail networks, and specifically Canadian Pacific Kansas City, offer a compelling long-term opportunity…
Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.
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…