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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
362 Episodes
60 – 80

Market & economic wrap - Logistics chaos adds to government woes.

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 “Logistics chaos adds to government woes.” For more on Nedgroup Investments visit: nedgroupinvestments.com
28 Nov 2023 6 min

Global Quarterly Briefing - Q3 2023

In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We explore the challenges global corporates are facing…
23 Nov 2023 19 min

Local Quarterly Briefing - Q3 2023

In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China…
23 Nov 2023 15 min

How Sport can shape a nation

In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the influence rugby has played in shaping the history of South Africa.  He draws comparison to some crucial themes in the asset management industry and the characteristics required…
21 Nov 2023 11 min

Two-pot retirement system: All you need to know

The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in…
26 Oct 2023 3 min

Middle East crisis will have global ramifications - Market and 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 “Middle east crisis will have global ramifications.” For more on Nedgroup Investments visit: nedgroupinvestments.com
17 Oct 2023 5 min

SA Equity Insights: Stepping into the African Arena

In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus.
11 Oct 2023 14 min

Around the World with Responsible Investing

In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US.
27 Sep 2023 11 min

Central banks, inflation and rate announcement – Market and 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 “Central banks, inflation and rate announcement – a big week ahead.”
19 Sep 2023 6 min

Conservation finance: Africa’s great opportunity.

In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate finance on the continent. They share their journey up to now, the opportunities available to investors, and their belief that conservation finance can deliver returns while contributing…
14 Sep 2023 13 min

Market & economic wrap - National Treasury warns of impending debt crisis.

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 “National Treasury warns of impending debt crisis.” For more on Nedgroup Investments visit: nedgroupinvestments.co.za    
5 Sep 2023 6 min

Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC

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 “SA looks to strengthen strategic ties, BRIC by BRIC.”. For more on Nedgroup Investments visit: nedgroupinvestments.com
22 Aug 2023 5 min

2023 two-pot system update

In this episode we are joined by Senior Legal Advisor, Denver Keswell to discuss the recent update to the draft proposal of the two-pot system. For on Nedgroup Investments visit: nedgroupinvestments.com
17 Aug 2023 5 min

Local Quarterly Briefing - Q2 2023

In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil…
15 Aug 2023 16 min

Unravelling investment trends: Learning from the past to inform the future

In this episode we welcome back the Head of Nedgroup Investments – Nic Andrew to chat to us about his recent presentation at our annual Global Summit in London, where he shared intriguing insights on investment trends from the past two decades and their implications for the future. For more…
11 Aug 2023 12 min
60 – 80