Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
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 grow...
8 Heinä 13min
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...
30 Kesä 7min
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 I...
29 Kesä 12min
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...
17 Kesä 7min
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...
2 Kesä 7min
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...
19 Touko 6min
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....
5 Touko 6min
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...
24 Huhti 14min
