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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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What does it really take to deliver strong returns without taking unnecessary risk? In this episode of Inside the mind of a fund manager, David Levinson, Head of Responsible Investment, is joined by Ian Anderson, Portfolio Manager of the Nedgroup Investments Property Fund, to explore how a differentiated, fundamentals driven approach has translated into smoother returns, resilient income growth and long-term consistency. They also unpack the thinking behind the Nedgroup Investments Property Fund, which was recently awarded the trophy for best risk-adjusted performance over five years to 31 December 2025 in the Best Real Estate Fund (SA and Global) category at the 2026 Raging Bull Awards.
Tune in to this thoughtful discussion on how disciplined investment decisions, grounded in real assets and fundamentals, can improve the investor experience over time. LinkedIn · YouTube
In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in geopolitical tensions. From the relief rally sparked by shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies and equities, the episode explores what’s driving recent volatility. The discussion also looks ahead to key monetary policy decisions, including the US Federal Reserve’s cautious stance and the South African Reserve Bank’s upcoming MPC meeting, asking a critical question: is this rally built to last, or is it simply another headline-driven reprieve? LinkedIn · YouTube
In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the “Saaspocalypse.”
As investor enthusiasm around artificial intelligence has intensified, many software and data businesses have been sold off indiscriminately. But is all software equally vulnerable to disruption? Andrew explains why a long-term, real-return lens still matters, what investors mean when they talk about “systems of record”, and why deeply embedded software businesses with high switching costs and governance requirements may be more resilient than headlines suggest. The conversation also explores a recent portfolio decision to sell Alphabet, and how the team is thinking about software exposure more broadly.
Tune in to this discussion on quality, valuation discipline and why nuance matters in a market dominated by a single AI narrative.
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 this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments provides an update on recent developments in the Middle East and the resulting disruptions to key transport and energy routes. He explains how these developments aligned with sharp movements in Brent crude oil prices, shifts in global inflation expectations, and volatility across emerging market currencies and global equity markets. Trevor also highlights how investors can interpret these market reactions within the context of long-term investment planning. LinkedIn · YouTube
In this week’s market update, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the key drivers behind recent global market volatility. He explores how heightened uncertainty is influencing asset classes such as equities, commodities, currencies and bonds, and what this means for inflation and interest rate expectations. Trevor also shares practical insights for South African investors on staying disciplined and focused during periods of market disruption. LinkedIn · YouTube
In this episode, Denver Keswell, Senior Legal Advisor, unpacks the key takeouts from the 2026/27 National Budget Speech and what they mean for your investments, retirement planning, and long‑term financial strategy. National Treasury’s latest proposals include higher tax‑free investment limits, increased retirement contribution deductions, and more generous capital gains tax exclusions, all designed to encourage disciplined saving and improve after‑tax outcomes for individuals.
We also explore updates to the global minimum tax framework and what it means for multinational companies, as well as practical implications for South Africans planning for retirement, managing living annuities, or navigating estate and business succession. LinkedIn · YouTube
In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst, explores the renewed uncertainty gripping global markets after President Trump proposed a flat 15% global tariff. The episode looks at how this shift is reshaping winners and losers across regions, why long‑standing US allies face the biggest squeeze, and what the mixed market reaction reveals about underlying tensions. Tumisho also unpacks the implications for South Africa, including potential export improvements and the importance of policy certainty, along with movements in the rand, commodities, inflation and key considerations ahead of the National Budget. LinkedIn · YouTube
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
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