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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 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 Apr 14min
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...
24 Apr 13min
