Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins

Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins

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 trade dynamics create resilient, durable assets that can compound value over time. Listen to the full episode for more investment insights.

The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful.

The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener.

All investments involve risks.
For further information about our funds and the full legal disclaimer visit our website www.nedgroupinvestments.com.
Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast. LinkedIn · YouTube

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Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat

Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat

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, un...

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Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.

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 ma...

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Market and economic wrap: Interest rate hike takes steam out of economic recovery.

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 ge...

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Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.

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 disruptio...

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Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.

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....

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Four futures for AI

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, s...

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

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 re...

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