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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
20 – 40

Market & economic wrap: Stock market hits record highs as US earnings season unfolds

In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses the recent record highs in the US stock market, driven by stable inflation and positive earnings reports from major banks. The episode also covers global market movements, China’s economic measures, ongoing trade tariffs, expectations for another European Central…
15 Oct 2024 6 min

Tiny tweaks, Big gains: Behavioral economics in finance

In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioral tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions.
11 Oct 2024 7 min

Market & economic wrap: 100 days and counting - GNU is holding firm

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses South Africa's Government of National Unity (GNU) reaching its 100-day milestone, with positive market reactions such as the JSE hitting all-time highs and the Rand strengthening. He also covers municipal challenges, global events like the US Vice Presidential…
1 Oct 2024 6 min

Market & economic wrap: “Wake me up when September ends”.

In this episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments discusses recent market volatility and its impact on various indices. The episode, titled "Wake me up when September ends," covers significant losses in the S&P 500, Nasdaq Composite, and Dow Jones, as well as the decline of the JSE…
10 Sep 2024 6 min

Market & economic wrap: Global markets embrace first expected US rate cut next month.

In this episode, Trevor Garvin Head of Multi-Manager at Nedgroup Investments provides a comprehensive market and economic wrap. Key topics include Floyd Shivambu’s departure from the EFF and its political implications, the Springboks’ rugby triumphs, and significant movements in currency and stock markets. Trevor also discusses the anticipated US rate…
27 Aug 2024 6 min

Market & economic wrap: Markets exercise caution ahead of key economic data

In this episode of the Market and Economic Wrap titled, “Markets exercise caution ahead of key economic data”, Tumisho Grater, Multi-Manager Investment Analyst, discusses the recent market volatility triggered by weak US labour market data and the Bank of Japan’s interest rate hike. In addition, we also hear more about…
13 Aug 2024 5 min

Global Quarterly Briefing - Q2 2024

In our latest Global Quarterly Briefing, Andile Hlanti, Investment Analyst, unpacks the steady macroeconomic climate of Q2 2024, explores the nuanced bond market, and deciphers the equity and real estate sectors with our global Best of Breed™ portfolio managers. To stay updated on the latest industry and market news from…
6 Aug 2024 17 min

Local Quarterly Briefing - Q2 2024

In our latest Local Quarterly Briefing, Andile Hlanti, Investment Analyst, explores key insights from our Quarterly Roundup event, following the end of the second quarter. In this episode we hear from our Best of Breed™ portfolio managers who share their insights on China's market, fixed income forecasts, and the strategies…
6 Aug 2024 20 min

Shaping the Future: Trends and Insights for Tomorrow

How can you get ready for the future in a changing world? In our new podcast Nic Andrew, Executive Head of Nedgroup Investments talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It’s a fresh view on…
9 Jul 2024 16 min

Market & economic wrap: Political changes sweep across the globe

This podcast, hosted by Trevor Garvin from Nedgroup Investments Multi-Manager, provides a comprehensive market and economic wrap titled “Political changes sweep across the globe. Finally, the SA cabinet is announced.” The episode covers significant political shifts in South Africa, Europe, the US, and the UK. It also discusses the performance…
2 Jul 2024 5 min

Market and economic wrap: SA citizens wait on tenterhooks as coalition talks get underway

In this episode, we explore critical developments shaping South Africa’s economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ruling African National Congress (ANC) losing its 30-year parliamentary majority. Coalition negotiations are underway, impacting the SA Rand, economic growth,…
4 Jun 2024 6 min

Global Quarterly Briefing - Q1 2024

In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset fixed income portfolios. Plus, discover why our global equity manager is optimistic about a leading insurance broker. Tune…
24 May 2024 14 min

Local Quarterly Briefing - Q1 2024

In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager favors European equities over US equities. Plus, join the discussion on the promising prospects of the commodity sector for 2024…
23 May 2024 15 min
20 – 40