Market and economic wrap: A pause on Trump, Tariffs 2.0

Loading player...

In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses President Trump’s recent announcement of imposing significant tariffs on Mexico, Canada, and China, and the potential implications for global markets. Discover how these protectionist measures have impacted financial markets worldwide, from the Mexican peso to the Tokyo stock exchange. We also explore the ripple effects on the automotive sector and the broader economic landscape, including US inflation and global trade flows.

4 Feb English South Africa Investing · Business News

Other recent episodes

Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value

In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani…

23 Oct 5 min

Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism…

21 Oct 7 min

Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy…

16 Oct 5 min

Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China

In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will…

9 Oct 8 min

Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns

In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and…

7 Oct 5 min

All episodes