Top 10 in 10 - Green Shoots
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Discussing the nuances of an investment in Sasol and Glencore, while local banks see signs of an improving economy.
Other recent episodes
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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…
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…
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…
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…
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