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
80 – 100

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

Global Quarterly Briefing - Q2 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
4 Aug 2023 12 min

Market & economic wrap - Will the Fed raise rates as SA avoids BRICS 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.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?” For more on Nedgroup Investments visit: nedgroupinvestements.com
25 Jul 2023 6 min

The effects of Covid as well as the aging global workforce

The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation…
13 Jul 2023 10 min

Market & economic wrap - “US job’s report shows slightly softer underlying conditions"

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 instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions." For more on Nedgroup Investments visit: nedgroupinvestments.com
11 Jul 2023 5 min

Global Summit Podcast - Not all emerging markets are equal

Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India. For more on Nedgroup Investments visit: nedgroupinvestments.com
5 Jul 2023 12 min

Global fixed income insights with David Roberts

Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what…
30 Jun 2023 13 min

Global Property insights with Robert Promisel

Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund…
28 Jun 2023 10 min

Global markets once again rattled by inflation - 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 “Global markets once again rattled by inflation and growth concern”. For more on Nedgroup Investments visit: nedgroupinvestments.com
27 Jun 2023 5 min

Low risk, not no risk - The Nedgroup Investments Flexible Income Fund

The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods.   Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to…
23 Jun 2023 12 min

Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into…
19 Jun 2023 12 min
80 – 100