Nedgroup Investments Insights

Nedgroup Investments
  • 4.5 (16)
  • INVESTING
  • EVERY TWO WEEKS
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.

  1. 3 DAYS AGO

    Market and economic wrap: Boom or bust – what will Trump’s Big Beautiful Bill deliver over time?

    In this week’s Market and Economic Wrap episode, Trevor Garvin discusses the latest events and announcements, including Proteas cricket captain, Wiaan Mulder's record-breaking performance, Lando Norris's first win at the British Grand Prix, and Elon Musk's new political party. He also unpacks the implications of President Trump's new Big Beautiful Bill, the impact on Tesla shares, and the potential consequences of the delayed import tax hikes. Tune in to stay informed on the latest market trends and economic developments. LinkedIn · YouTube

    6 min

  2. 30 JUN

    Inside the mind of a fund manager: Iain Power talks strategies for consistent performance while navigating complexities

    Welcome to the second episode of our Flagship Fund Range series, "Inside the mind of a fund manager." In this episode, Mansoor Narker, Investment Analyst, sits down with Iain Power, the CIO of Truffle Asset Management and one of the four portfolio managers of the Nedgroup Investments Balanced Fund. Join us as Iain shares his insights on achieving consistent performance amid market complexities, the fund's impressive returns, and his strategic outlook for the future. Tune in to gain valuable knowledge from one of the industry's leading experts. LinkedIn · YouTube

    8 min

  3. 24 JUN

    Market and economic wrap: Black gold dips as investors brush off supply risk amid rising geopolitical tensions

    In this week’s episode, Tumisho Grater provides a comprehensive update on the latest market and economic developments. Tumisho explores the surprising US attacks on Iranian sites and the subsequent reactions from global markets. Despite the heightened geopolitical tensions, oil prices have unexpectedly dipped, leaving investors puzzled. She further analyses the potential impacts on global growth and inflation and discusses the resilience of the US economy amid these challenges. Additionally, hear more about the recent developments in South Africa, including a significant loan from the World Bank aimed at supporting crucial infrastructure reforms. Tune in for an insightful wrap-up of the past week's key events and their implications for the market. LinkedIn · YouTube

    7 min

  4. 10 JUN

    Market and economic wrap: Markets ignore Trump and Musk feud while Rand continues to rally

    Join Trevor Garvin for this week's market and economic wrap, titled: "Markets ignore Trump and Musk feud while Rand continues to rally." In this episode, Trevor discusses the European Central Bank's interest rate cut, US President Donald Trump's call for a significant interest rate cut, the ongoing US-China trade discussions, and the heated feud between Elon Musk and Donald Trump. He also provides insights into key market movements, bond and commodity market updates, and the Rand's performance. Don't miss out on this comprehensive analysis of the latest market trends and economic developments. LinkedIn · YouTube

    6 min
  5. The value of advice series: Challenges in the formal savings industry: A crisis of accessibility and trust?

    9 JUN

    The value of advice series: Challenges in the formal savings industry: A crisis of accessibility and trust?

    In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve. LinkedIn · YouTube

    6 min

  6. 3 JUN

    Inside the mind of a fund manager: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy

    In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses and long-term investing. One of his most iconic holdings? Berkshire Hathaway, a position he’s held in the fund for nearly 20 years. Walter shares his journey with Berkshire, why he recently trimmed his stake ahead of the 2025 AGM, and what it was like to witness Warren Buffett’s retirement announcement in person. This is a rare, behind-the-scenes look at a fund manager’s relationship with one of the most legendary companies, and investors, of all time. LinkedIn · YouTube

    14 min
  7. The value of advice series: Not all advice is good: How to pick a financial advisor you can trust

    2 JUN

    The value of advice series: Not all advice is good: How to pick a financial advisor you can trust

    Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights. LinkedIn · YouTube

    6 min

  8. 27 MAY

    Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence

    This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to maintain diplomatic composure. Additionally, learn more about the South African government's proposal to relax its flagship black empowerment regulations, the impact of President Trump's tax bill on the US dollar and bond markets, as well as Moody's becoming the third of the major rating agencies to strip the US of its triple-A credit rating. Listen to the podcast for more on these and other significant developments and their implications for international relations and global markets. LinkedIn · YouTube

    7 min
See All (150)

4.5
out of 5
16 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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