HeyJaredNedgroup Investments Insights
The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing. (opens the original)
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Markets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the key drivers behind recent market performance, from easing Treasury yields and record highs in technology stocks to the impact of global political developments and shifting investor sentiment. He unpacks the implications of the US Federal R
Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates. (opens the original)
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Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing expectations that interest rates remain higher for longer. She unpacks the implications of the latest US employment
Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience. (opens the original)
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Markets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the factors behind the recent pullback in global equity markets, why higher government bond yields are creating pressure for growth assets, and what investors should watch as inflation and fiscal concerns remain in focus.
Quarterly Insights: Is the investment playbook changing? (opens the original)
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For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key themes from Nic's recent presentation at our Global Investment Summit presentation. Their conversation explores the forces reshaping the investment landscape,
Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone. (opens the original)
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Markets have shown resilience in recent weeks, but investors continue to grapple with the implications of higher oil prices, persistent inflation pressures, and ongoing geopolitical uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments surrounding the US-Iran conflict and the Strait of Hormuz, and explores what they could mean for inflation, central bank policy, and global economic growth. He also discusses the performa
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