Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns

Loading player...
In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and rising gold prices to global equity rallies and commodity shifts. Plus, a quick look at the Springboks’ thrilling Rugby Championship win and the start of the ICC Women’s Cricket World Cup.
7 Oct 2025 English South Africa Investing · Business News

Other recent episodes

Inside the mind of a fund manager: 15 years of opportunity

What does it take to protect capital without sacrificing growth? In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, as the fund celebrates its 15-year milestone. They discuss…
19 Oct 11 min

Market and economic wrap: Oil, inflation, and political unrest test resilient markets.

Markets are proving resilient, but the environment is becoming more challenging as higher oil prices, persistent inflation and growing geopolitical tensions test investor confidence. In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the latest developments shaping global and South African markets, from…
20 Oct 7 min

Market and economic wrap: When political promises meet bond-market reality.

In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important…
6 Oct 7 min

Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the…
2 Oct 10 min