Nedgroup Investments Insights

Nedgroup Investments
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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.

  1. Market and economic wrap: Turning the corner? A deep dive into SONA 2026

    6D AGO

    Market and economic wrap: Turning the corner? A deep dive into SONA 2026

    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

    8 min
  2. Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.

    FEB 10

    Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.

    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

    7 min
  3. Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley

    FEB 10

    Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley

    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

    13 min
  4. Market and economic wrap: Reading the signals - Markets, metals, and monetary policy

    JAN 27

    Market and economic wrap: Reading the signals - Markets, metals, and monetary policy

    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

    8 min
  5. Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

    JAN 13

    Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

    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

    7 min
  6. Market and economic wrap: South African equity markets outshine the rest of the world for 2025.

    12/10/2025

    Market and economic wrap: South African equity markets outshine the rest of the world for 2025.

    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

    8 min
  7. Investing and spending: Two sides of the same coin

    12/09/2025

    Investing and spending: Two sides of the same coin

    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

    11 min
  8. Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

    12/02/2025

    Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

    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

    6 min
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Hosts & Guests

About

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.

Information

  • Creator
    Nedgroup Investments
  • Years Active
    2019 - 2026
  • Episodes
    150
  • Rating
    Clean
  • Copyright
    © Nedgroup Investments
  • Show Website
    Nedgroup Investments Insights

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