# market economic (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover market economic. Page: Feed: --- ## [Quarterly Insights: Is the investment playbook changing?](https://iono.fm/e/1707167) _2026-08-14 · Nedgroup Investments Insights_ 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… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1707167_high.mp3?p=rss) ## [Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.](https://iono.fm/e/1705895) _2026-08-11 · Nedgroup Investments Insights_ 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… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1705895_high.mp3?p=rss) ## [Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain](https://iono.fm/e/1701149) _2026-07-28 · Nedgroup Investments Insights_ Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the impact of ongoing US-Iran conflict, the sharp moves in oil markets and what these developments could… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1701149_high.mp3?p=rss) ## [Market and economic wrap: Beneath the rally - Inflation, oil, and leverage](https://iono.fm/e/1696089) _2026-07-14 · Nedgroup Investments Insights_ Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment Analyst… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1696089_high.mp3?p=rss) ## [Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined](https://iono.fm/e/1694135) _2026-07-08 · Nedgroup Investments Insights_ Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund manager, host Anil Jugmohan, Senior Investment Analyst, speaks to… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1694135_high.mp3?p=rss) ## [Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat](https://iono.fm/e/1690946) _2026-06-30 · Nedgroup Investments Insights_ Markets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments in the Middle East, their impact on energy markets, and what they mean for investors. He also explores recent moves in global and local equity markets, South Africa’s… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1690946_high.mp3?p=rss) ## [Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins](https://iono.fm/e/1690441) _2026-06-29 · Nedgroup Investments Insights_ In a market fixated on AI, it’s easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, about why rail networks, and specifically Canadian Pacific Kansas City, offer a compelling long-term opportunity. They explore how scale, network effects and regional… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1690441_high.mp3?p=rss) ## [Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.](https://iono.fm/e/1686811) _2026-06-17 · Nedgroup Investments Insights_ 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 of policy divergence across central banks.… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1686811_high.mp3?p=rss) ## [Market and economic wrap: Interest rate hike takes steam out of economic recovery.](https://iono.fm/e/1681851) _2026-06-02 · Nedgroup Investments Insights_ 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 dynamics mean for investors navigating a fragile outlook. LinkedIn… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1681851_high.mp3?p=rss) ## [Play Both Sides Of The Lie (Sponsored)](https://crawlproof.com/a/02cJWB0iW1SW) _2026-06-02 · **Sponsored**_ Two operatives, one manufactured war — uncover the Complete Truth after both campaigns. ## [Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.](https://iono.fm/e/1677304) _2026-05-19 · Nedgroup Investments Insights_ 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 moves across equities, bonds, and currencies. Against a… [Listen](https://dl.iono.fm/epi/prov_3690/epi_1677304_high.mp3?p=rss)