This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Market and economic wrap: South African equity markets outshine the rest of the world for 2025.

Loading player...

Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for 2025. From political shifts under the Government of National Unity and Eskom’s turnaround to record-breaking equity returns and a historic credit rating upgrade, 2025 was a year of resilience. Trevor also explores global trends, monetary policy pivots, and what lies ahead for 2026—highlighting opportunities and risks for disciplined investors.

10 Dec 2025 English South Africa Investing · Business News

Other recent episodes

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…

17 Jun 7 min

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…

2 Jun 7 min

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…

19 May 6 min

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…

5 May 6 min

Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as…

24 Apr 13 min

All episodes