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

383 Episodes

1 – 20

The value of advice: AI vs The financial advisor - Replacement or tool?

Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace…

10 Sep 6 min

Market and economic wrap: France faces political crisis while markets keep an eye on the Fed

In this week's market and economic wrap, Trevor Garvin, Head of Multi-Management, covers a range of global developments. From the devastating earthquake in Afghanistan to political upheaval in France, and ongoing migration debates in the UK, the episode explores how these events are shaping market sentiment. On the sporting front,…

9 Sep 6 min

The value of advice: Tied or Independent? The advisor type you choose matters

Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is…

2 Sep 6 min

Market and economic wrap: Fed's balancing act: Inflation, employment, and uncertainty

In this episode, Tumisho Grater unpacks the key themes shaping global markets, from Jerome Powell’s Jackson Hole speech and its implications for US interest rates to the evolving balance between inflation and employment. We explore how these developments are influencing the US dollar, the South African rand, and global equity…

26 Aug 6 min

Market and economic wrap: Equity market jittery as US tariffs implemented but 25bps repo rate cut gives some respite?

Stay ahead of the curve with this week’s market and economic wrap podcast. In this episode, Trevor Garvin dives into the latest developments, including the implementation of US tariffs and their impact on South Africa, a significant repo rate cut by the SARB, and key movements in the global market…

5 Aug 6 min

Market and economic wrap: From Wall Street to Sandton: Markets defy gravity and geopolitics

Join Tumisho Grater, Multi-Management Investments, for the latest market and economic developments in this episode titled, “From Wall Street to Sandton: Markets defy gravity and geopolitics.” Discover how both the S&P 500 and Nasdaq continue breaking records and hear insights into the JSE All Share Index's historic climb. Tumisho also…

22 Jul 6 min

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

Market and economic wrap: Boom or bust – what will Trump’s Big Beautiful Bill deliver over time?

In this week’s Market and Economic Wrap episode, Trevor Garvin discusses the latest events and announcements, including Proteas cricket captain, Wiaan Mulder's record-breaking performance, Lando Norris's first win at the British Grand Prix, and Elon Musk's new political party. He also unpacks the implications of President Trump's new Big Beautiful…

8 Jul 6 min

Inside the mind of a fund manager: Iain Power talks strategies for consistent performance while navigating complexities

Welcome to the second episode of our Flagship Fund Range series, "Inside the mind of a fund manager." In this episode, Mansoor Narker, Investment Analyst, sits down with Iain Power, the CIO of Truffle Asset Management and one of the four portfolio managers of the Nedgroup Investments Balanced Fund. Join…

30 Jun 8 min

Market and economic wrap: Black gold dips as investors brush off supply risk amid rising geopolitical tensions

In this week’s episode, Tumisho Grater provides a comprehensive update on the latest market and economic developments. Tumisho explores the surprising US attacks on Iranian sites and the subsequent reactions from global markets. Despite the heightened geopolitical tensions, oil prices have unexpectedly dipped, leaving investors puzzled. She further analyses the…

24 Jun 6 min

Market and economic wrap: Markets ignore Trump and Musk feud while Rand continues to rally

Join Trevor Garvin for this week's market and economic wrap, titled: "Markets ignore Trump and Musk feud while Rand continues to rally." In this episode, Trevor discusses the European Central Bank's interest rate cut, US President Donald Trump's call for a significant interest rate cut, the ongoing US-China trade discussions,…

10 Jun 6 min

The value of advice: Challenges in the formal savings industry: A crisis of accessibility and trust?

In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust…

9 Jun 6 min

Inside the mind of a fund manager: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses…

3 Jun 13 min

The value of advice: Not all advice is good: How to pick a financial advisor you can trust

Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them…

2 Jun 6 min

Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence

This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to…

27 May 7 min

The value of advice: Uncovering the true value of a holistic financial advisor

In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring,…

27 May 6 min

The Retirement Kicker: Using framework to drive better outcomes

In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how…

21 May 12 min

Market and economic wrap: US and China surprise markets by slashing tariffs, causing large equity market gains

In this week's market and economic wrap podcast, Trevor Garvin, Head of Multi-Management, discusses significant developments that have impacted global markets, such as the US and China’s tariff cuts and how both countries have agreed to a 90-day pause and substantial tariff reductions, leading to significant gains in equity markets…

13 May 6 min