Nedgroup Investments Insights

Nedgroup Investments
  • 4.4 (19)
  • INVESTING
  • UPDATED DAILY

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. Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis

    1 DAY AGO

    Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis

    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

    6 min
  2. Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud

    3 DAYS AGO

    Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud

    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

    7 min
  3. Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value

    23 OCT

    Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value

    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

    5 min
  4. Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

    21 OCT

    Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

    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

    8 min
  5. Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

    16 OCT

    Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

    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

    5 min

  6. 9 OCT

    Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China

    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

    8 min
  7. Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns

    7 OCT

    Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns

    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

    6 min
  8. Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late

    2 OCT

    Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late

    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

    6 min
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4.4
out of 5
19 Ratings

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 - 2025
  • Episodes
    150
  • Rating
    Clean
  • Copyright
    © Nedgroup Investments
  • Show Website
    Nedgroup Investments Insights

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