This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Not another outlook: Why we don't believe in predicting the future

Loading player...

The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these played out through the year makes it clear why he holds this view. Join us for a
fascinating discussion as we unpack the shocks of 2023 and discuss what one can do to prepare for the year ahead, instead of relying on the crystal ball.

Resources:
2023: The Year in Charts - Charlie Bilello's Blog

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.

19 Jan 2024 English South Africa Investing · Business News

Other recent episodes

Quarterly Insights: Is the investment playbook changing?

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…

14 Aug 33 min

Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.

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…

11 Aug 7 min

Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain

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…

28 Jul 7 min

Market and economic wrap: Beneath the rally - Inflation, oil, and leverage

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…

14 Jul 7 min

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 grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund…

8 Jul 13 min

All episodes