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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
371 Episodes
40 – 60

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

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
40 – 60