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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
60 – 80

Global Quarterly Briefing - Q4 2023

In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a…
5 Mar 2024 11 min

Local Quarterly Briefing - Q4 2023

In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook from a multi-asset portfolio manager and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and…
26 Feb 2024 16 min

Budget Speech 2024: Unpacking the gritty details

In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana on Wednesday, 21 February 2024. To stay updated on the latest industry and market news from Nedgroup…
22 Feb 2024 4 min

Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence

Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-Manager Investment Analyst, Tumisho Grater. You can expect insights on the economic developments that have been making the rounds, the S&P 500’s latest milestone and other global…
13 Feb 2024 5 min

Market & Economic wrap: Inflation and interest rate cuts – what to expect?

This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Manager, Trevor Garvin, shares a timely update on recent local and global news - ranging from tennis triumphs at the Australian Open, judicial decisions at the International…
30 Jan 2024 5 min

A parent's guide to tax-free investing

Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Listen to this insightful podcast by Multi-Manager Investment Analyst, Seugnet de Villiers, or read the article here. To stay updated on the latest industry and market news from…
19 Jan 2024 7 min

Not another outlook: Why we don't believe in predicting the future

The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these…
19 Jan 2024 11 min

Market & Economic wrap: Global election jitters a likely headwind for the rand.

In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect…
16 Jan 2024 6 min

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
60 – 80