Louis Hutchings
Portfolio Manager
Louis joined Nedgroup Investments, a sister company of Nedbank Private Wealth, in July 2019 and is a Portfolio Manager within the London team. Louis primarily focuses on macroeconomic research, helping to inform the Tactical and Strategic Asset allocation across the portfolio ranges.
At Nedgroup Investments Louis is Co-Chairman of the International Strategy Committee and a voting member of the Global Investment Committee.
Louis holds the Charted Financial Analyst (CFA) qualification, alongside a MSc in Finance from the London School of Economics and Political Science and a first class BSc (Hons) degree in Economics from the University of Birmingham. Previous experience includes internships at Investec, Capgemini and Wesleyan.
How Trump’s presidency could shape investment opportunities
With the recent US presidential election resulting in Donald Trump’s victory, the global financial community is carefully considering how potential policy shifts in Washington may impact investment markets.
July 2024 Commentary
The second quarter of 2024 was relatively strong for most assets, characterised by a reassessment of inflation and interest rate expectations, shifting central bank policies, and notable geopolitical and political developments.
June 2024 Commentary
After a challenging April which saw investor resolve tested amidst sticky inflation, markets managed to regain some of their footing in May, helped by dovish central bank rhetoric and softer economic data.
April 2024 Commentary
April proved to be a challenging month for a number of asset classes as growing evidence of sticky inflation made investors rethink the prevailing “soft landing” narrative, putting a “no landing” scenario at the forefront of their minds.
March 2024 Commentary
The first quarter of 2024 proved to be a strong one for risk assets, with several major equity indices reaching record highs as continued excitement around artificial intelligence (AI) and growing hopes for a soft landing (inflation slowing down with a recession being avoided) played a significant role in steering market dynamics.
February 2024 Commentary
December’s investment market commentary
July’s investment market commentary
July was another good month for equity markets, with declining inflationary pressure and resilient economic data. However, central banks remained hawkish, Simon Watts explains.
Bonds are back: the return of the “old normal” and active management
Are we seeing a return to the ‘old normal’? Bonds are back and active managers want to utilise the opportunity for clients, by targeting attractive bonds and avoiding the worst. Louis Hutchings explains.
June’s investment market commentary
Despite many challenges and ongoing uncertainties, Q2 saw global markets post yet another set of strong equity returns after what was an already solid start to the year, Simon Watts explains.