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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.
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In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, breaks down President Cyril Ramaphosa’s 2026 State of the Nation Address. He highlights the key themes shaping South Africa’s political and economic landscape, including the country’s cautiously improving economy, the Government of National Unity’s three strategic priorities, the urgent crackdown on organised crime, the newly declared national water crisis, and the push for stronger local government and infrastructure reform.
A clear takeaway: while stability is returning in some areas, most notably energy, the year ahead will be defined by delivery, accountability, and visible progress on the ground. LinkedIn · YouTube
This week’s Market & Economic Wrap covers the major political shifts, market movements and global economic signals shaping sentiment right now. From Eskom’s tariff updates and UK political pressure to currency moves, commodity trends and upcoming central bank decisions, Trevor Garvin unpacks what investors need to know in under 10 minutes. LinkedIn · YouTube
In this episode, Mansoor Narker, Senior Investment Analyst, sits down with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, for a candid discussion on quality investing and the discipline required to deliver real long-term returns. Together, they explore why a long term, inflation plus return lens is the right one despite recent style rotations, how quality is measured holistically within the Global Equity Fund, where stored performance potential may lie in the portfolio, and what investors should remember when noise is high and conviction is tested. Tune in to this incredible conversation to hear more about the power of discipline in investing.
The information contained in the podcast was for information purposes and does not constitute advice, recommendation, or an offer or solicitation to purchase or sell any funds or strategies to any person in any jurisdiction in which the offer, recommendation or solicitation would be unlawful.
The opinions expressed are as of the date of publication and subject to change without notice. Any reliance placed on information contained in this material is at the sole discretion of the listener.
All investments involve risks.
For further information about our funds and the full legal disclaimer visit our website www.nedgroupinvestments.com.
Nedgroup may and does seek to do business with the entities discussed in this podcast, so listeners should be aware that there is the potential for a conflict of interest surrounding the objectivity of the podcast. LinkedIn · YouTube
In our latest market and economic wrap, Tumisho Grater, Multi Management Investment Analyst, breaks down the forces driving sentiment both locally and abroad. Global markets are navigating a complex web of strong earnings momentum, elevated equity valuations, shifting currency dynamics, and renewed geopolitical uncertainty. With more than 90 S&P 500 companies’ due for reporting, including Apple, Meta Platforms and Microsoft - earnings remain a key focus. While results have been encouraging, concerns about stretched valuations and increasing concentration in mega cap technology stocks are rising. This shift in market structure is contributing to sustained strength in gold, which has now broken above $5 000 per ounce for the first time. Listen to the full episode for more insights. LinkedIn · YouTube
In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical tensions and record-breaking equity returns to South Africa’s rand strengthening to a three-year high, we unpack the trends driving investor sentiment. Discover how booming commodity prices, oversubscribed infrastructure bonds, and easing inflation are influencing confidence, while gold and platinum continue their spectacular rally. Tune in for insights on what these developments mean for markets as we step into the new year. LinkedIn · YouTube
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for 2025. From political shifts under the Government of National Unity and Eskom’s turnaround to record-breaking equity returns and a historic credit rating upgrade, 2025 was a year of resilience. Trevor also explores global trends, monetary policy pivots, and what lies ahead for 2026—highlighting opportunities and risks for disciplined investors. LinkedIn · YouTube
In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them.
Drawing inspiration from Morgan Housel’s The Art of Spending, Nic shares practical, values-driven habits designed to help investors stay confident and committed through uncertainty. With a forward-looking perspective on early 2026, the conversation distils three enduring principles: uncertainty is constant, flexibility matters, and time in the market wins. LinkedIn · YouTube
In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home, global equity market trends, commodity price movements, and why platinum is surging. Plus, a look at the Springboks’ dominant European tour and the nail-biting F1 season finale. LinkedIn · YouTube
In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the backdrop, we unpack what these developments mean for the rand, local markets, and investor sentiment. Tune in for insights on global equity performance, currency dynamics, and what to watch in the week ahead. LinkedIn · YouTube
Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). In this special Market and Economic Wrap episode, they explore the country’s economic outlook, fiscal and monetary policy shifts, debt stabilisation, and structural reforms. Gain expert insights on growth drivers, investment opportunities, and the risks shaping South Africa’s economic future. LinkedIn · YouTube
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors. LinkedIn · YouTube
In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments covers a dynamic mix of global and local developments. From the high-stakes New York mayoral elections and the diplomatic breakthrough between Presidents Trump and Xi Jinping, to South Africa’s final month as G20 host and the inspiring performance of the Protea’s women’s cricket team in the ODI World Cup. On the markets front, Trevor unpacks the rand’s movements, global currency trends, and key shifts in equities, bonds and commodities. Tune in for insights on what’s driving investor sentiment and what to watch in the weeks ahead. LinkedIn · YouTube
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights. LinkedIn · YouTube
In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism and strong earnings, record-breaking gold prices, and South Africa’s ambitious R2.2 trillion energy infrastructure plan. Locally, inflation trends and currency movements are also unpacked, offering a comprehensive view of macroeconomic forces shaping markets. LinkedIn · YouTube
Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones. LinkedIn · YouTube
In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will also learn more about what stood out in terms of infrastructure, innovation, and progress on urbanisation, and whether Rashaad considers China to be an emerging market or the most dominant economy in the world. Tune in to hear how this trip has influenced Rashaad's conviction on existing positions held by the Stable Fund, spotlighted emerging opportunities, and revealed new risks. Plus, don’t miss their closing reflections and the one insight every investor should take away from this experience. LinkedIn · YouTube
In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and rising gold prices to global equity rallies and commodity shifts. Plus, a quick look at the Springboks’ thrilling Rugby Championship win and the start of the ICC Women’s Cricket World Cup. LinkedIn · YouTube
In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings.
Whether you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient. LinkedIn · YouTube
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers. LinkedIn · YouTube
In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst, unpacks a wave of central bank decisions that shaped global market sentiment. From the U.S. Fed’s rate cut and its implications for inflation and dollar stability, to the SARB’s steady stance and the rand’s resilience, the episode explores how monetary policy is influencing investor behaviour. Tumisho also covers equity market movements, including Nvidia’s AI-driven rally and the impact of Trump’s visa policy on Indian tech stocks. With key U.S. inflation and GDP data on the horizon, this episode offers timely insights into what’s driving markets now—and what could come next. LinkedIn · YouTube
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