Global Quarterly Briefing - Q4 2024

--:--

In this episode, we profile key insights from our recent Global Quarterly Roundup with our global Best of Breed™ managers. As we dive into 2025, we reflect on a year marked by significant events and policy shifts. Our managers discuss the impact of Trump's policies on bond markets, the resilience of the real estate sector, and the economic situation in China. They also share perspectives on tariffs, trade policies, and the importance of a conservative approach to equity investments in the current valuations environment.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.

Watch the full episode from our Q4 2024 Global Quarterly Roundup via the link below.

6 Feb English South Africa Investing · Business News

Other recent episodes

Inside the mind of a fund manager: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses…

3 Jun 13 min

The value of advice series: Not all advice is good: How to pick a financial advisor you can trust

Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them…

2 Jun 6 min

Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence

This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to…

27 May 7 min

The value of advice series: Uncovering the true value of a holistic financial advisor

In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring,…

27 May 6 min

The Retirement Kicker – Using framework to drive better outcomes

In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how…

21 May 12 min

All episodes