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Nedgroup Investments Insights

The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you’re an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding.
Weekly English South Africa Investing · Business News
361 Episodes
40 – 60

Our Flagship Fund Range: Future-proof investing: Preparing for all scenarios

Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment…
23 May 2024 7 min

Market & economic wrap: Entering the home stretch for SA elections

In the latest bi-weekly episode of our Market and Economic Wrap titled, “Entering the home stretch for SA elections”, Trevor Garvin, Head of Multi-Management, discusses the upcoming South African elections, global conflicts and market trends. To stay updated on the latest industry and market news from Nedgroup Investments, follow us…
7 May 2024 5 min

Market & economic wrap: South Africa reclaims top spot in Africa

In this bi-weekly episode of our market and economic wrap, Tumisho Grater from Nedgroup Investments, Multi-Management, delves into the latest economic developments in South Africa and the broader global context. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
23 Apr 2024 5 min

The ABCs of not meeting your investment goals

While we spend a lot of time talking about what we should do to cultivate healthy financial behaviour, there are also a few crucial things that we shouldn’t do. Nic Andrew, Executive Head of Nedgroup Investments highlights the top 3 things to avoid to improve your long-term financial outcomes. To…
10 Apr 2024 12 min

Market & economic wrap: Tragic end to Steinhoff saga

Join Trevor Garvin from Nedgroup Investments Multi-Manager for a comprehensive analysis of the latest market dynamics and economic developments. This episode, titled “Tragic End to Steinhoff Saga,” delves into the dramatic conclusion of a corporate scandal, the ongoing water crisis in Johannesburg, political corruption probes, and the global impact of…
26 Mar 2024 6 min

Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds

Mohini Naidoo, Senior Investment Analyst, engages in a thought-provoking discussion with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund. Together, they delve into the intricacies of achieving dual investment objectives in multi-asset funds, adapting investment strategies to evolving global economic landscapes and navigating the investment implications of political…
25 Mar 2024 7 min

Our Flagship Fund Range: Not all Income Funds are created equal

Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks…
20 Mar 2024 9 min

Market & economic wrap: Powell’s dovish testimony sparks rand rally

In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed Chair, Jerome Powell, and its effects on global markets. The discussion includes insights on the anticipation of interest rate cuts, the impact on emerging market assets, and the…
12 Mar 2024 5 min

Global Quarterly Briefing - Q4 2023

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…
5 Mar 2024 11 min

Local Quarterly Briefing - Q4 2023

In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook from a multi-asset portfolio manager and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and…
26 Feb 2024 16 min

Budget Speech 2024: Unpacking the gritty details

In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana on Wednesday, 21 February 2024. To stay updated on the latest industry and market news from Nedgroup…
22 Feb 2024 4 min

Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence

Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-Manager Investment Analyst, Tumisho Grater. You can expect insights on the economic developments that have been making the rounds, the S&P 500’s latest milestone and other global…
13 Feb 2024 5 min

Market & Economic wrap: Inflation and interest rate cuts – what to expect?

This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Manager, Trevor Garvin, shares a timely update on recent local and global news - ranging from tennis triumphs at the Australian Open, judicial decisions at the International…
30 Jan 2024 5 min

A parent's guide to tax-free investing

Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Listen to this insightful podcast by Multi-Manager Investment Analyst, Seugnet de Villiers, or read the article here. To stay updated on the latest industry and market news from…
19 Jan 2024 7 min

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

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…
19 Jan 2024 11 min

Market & Economic wrap: Global election jitters a likely headwind for the rand.

In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect…
16 Jan 2024 6 min
40 – 60