Nedgroup Investments Nedgroup Investments Insights

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
371 Episodes
100 – 120

Top 10 in 10 - Opportunities Around The Corner

In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc…
15 Jun 2023 10 min

Market & economic wrap - Will the Fed hit the pause button?

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed hit the pause button?” For more on Nedgroup Investments visit: nedgroupinvestments.com
13 Jun 2023 5 min

AI, Myopia, Travel and Infrastructure - Global Megatrends

Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we delve into how Meta and Amazon can win from the ChatGPT craze, what is a “hallucination”, how specialised contact lenses correct myopia in children, making money…
8 Jun 2023 11 min

Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on Covid winners that have flopped in recent times, how the investing environment has transformed with higher interest rates, why innovative companies with strong cash generation, in-demand…
31 May 2023 11 min

“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow.  This week’s instalment is titled “SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”. For more information about Nedgroup Investments visit: nedgroupinvestments.com
30 May 2023 6 min

Russian arms debacle plunges Rand - Market & Economic Wrap

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “Russian arms debacle plunges Rand”. For more on Nedgroup Investments visit: nedgroupinvestments.com
16 May 2023 6 min

Surviving load shedding part 2 - Top 10 in 10

We continue the conversation with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund, as the power crises rages on. Dwayne provides us with an on-the-ground update on the local investing landscape and how the team at Laurium Capital are navigating through this tough period.
12 May 2023 11 min

Global Quarterly Briefing - Q1 2023

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
8 May 2023 24 min

Local Quarterly Briefing - Q1 2023

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
8 May 2023 18 min

Opportunities and Geopolitics in Emerging Markets

In this fast-paced episode with Michael Mortimore from NS Partners, we discuss the evolution of globalisation, developmental risks in China, India and Brazil, alien semiconductor technology, million-mile electric vehicle batteries and more.
5 May 2023 13 min

Biodiversity and investing, two sides of the same coin

In this episode we chat with Candice Stevens of the Sustainable Finance Coalition, covering global frameworks and targets, to the opportunities that present themselves as the world looks to bend the curve on biodiversity loss.
26 Apr 2023 14 min

Market & Economic Wrap - The rand cheers an unexpected 50 basis point hike

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “The rand cheers an unexpected 50 basis point hike, as the SARB tightens the screws on increased…
4 Apr 2023 5 min

Silicon Valley Bank collapse causes global jitters - Market & Economic wrap

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled - “Silicon Valley Bank collapse causes global jitters?”. For more information on Nedgroup Investments: Individual Investor (nedgroupinvestments.co.za)
22 Mar 2023 6 min

Market and economic wrap - Will Dr. Ramokgopa be the flicker of hope in Eskom’s darkness?

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “Will Dr. Ramokgopa be the flicker of hope in Eskom’s darkness?”. For more information: Individual Investor (nedgroupinvestments.co.za)
7 Mar 2023 6 min

ChatGPT - The next big thing?

This quarter Nic Andrew, Executive Head of Nedgroup Investments, joins us in the studio to chat about Chat GPT and what it means for our future. For more about us, visit: Individual Investor (nedgroupinvestments.co.za)
2 Mar 2023 10 min
100 – 120