Global Quarterly Briefing - Q4 2023

Loading player...
In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a deep dive into major global property themes and how they are likely to play out. Tune in to this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
5 Mar 2024 English South Africa Investing · Business News

Other recent episodes

Retirement Reimagined: Staying the course

Trevor and Seugnet come together again to discuss why maintaining equity exposure is crucial for financial security before and after retirement. Learn how to stay focused on long-term growth despite market volatility and understand the importance of outpacing inflation to preserve your purchasing power. With expert commentary and compelling statistics,…
14 Jul 4 min

Retirement Reimagined: Drawing down, powering up - The case for equities in retirement

In episode 2 of this podcast series, hosts Trevor Garvin and Seugnet de Villiers tackle the multifaceted world of retirement planning and explore why maintaining equity exposure is vital even after retirement. Discover how growth assets can safeguard savings against inflation and extend their longevity, despite market volatility. With real-life…
14 Jul 4 min

Retirement Reimagined: Is playing it safe the riskiest move?

Join Trevor Garvin, Head of Multi-Management, and Seugnet de Villiers, Multi-Management Fund Manager, in this first episode of the Retirement Reimagined podcast series. In this episode, they explore a question that may seem counterintuitive: Is playing it safe actually the riskiest move when saving for retirement? Listen as they dissect…
14 Jul 5 min