Nedgroup Investments Insights

Hosted by Nedgroup Investments

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Episodes

150

Latest episode

Oct 2026

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About the show

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.

Listen to episodes

60 recent

October 20, 20267 min

Market and economic wrap: Oil, inflation, and political unrest test resilient markets.

Markets are proving resilient, but the environment is becoming more challenging as higher oil prices, persistent inflation and growing geopolitical tensions test investor confidence. In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the latest developments shaping global and South African markets, from a technology-led sell-off in US equities to the implications of oil trading above $100 per barrel. He unpacks the inflation outlook, what investors should watch ahead of South Africa’s Medium-Term Budget Policy Statement, and why developments in the Middle East continue to influence energy markets and global sentiment. The episode also examines the recent strength in the rand, the outlook for interest rates and the growing importance of diversification in an increasingly uncertain environment. LinkedIn · YouTube

October 19, 202611 min

Inside the mind of a fund manager: 15 years of opportunity

What does it take to protect capital without sacrificing growth? In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, as the fund celebrates its 15-year milestone. They discuss how the fund balances the competing objectives of capital preservation and long-term growth, the lessons learned through periods of market volatility, and why resilience is often one of the most important attributes for successful investing. The conversation explores the role of valuation discipline, how structured notes are used to manage risk, and where Omri is finding opportunities in today's market despite concerns around elevated equity valuations, rising bond yields and geopolitical uncertainty. LinkedIn · YouTube

October 6, 20267 min

Market and economic wrap: When political promises meet bond-market reality.

In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important questions about inflation, government borrowing and the outlook for bond markets. Tumisho explores why the bond market is pushing back, what rising Treasury yields signal for investors, and whether recent market moves may be creating new opportunities in fixed income. Closer to home, Tumisho discusses the factors behind the rand’s recent weakness, September’s challenging month for the JSE, and what South Africa’s latest public-sector debt figures mean for investors beyond the headlines. LinkedIn · YouTube

October 2, 202610 min

Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the gap between investor perception and reality, the competitiveness of Chinese businesses, and how on-the-ground insights inform investment decisions within the Stable Fund. The conversation also considers how opportunities in China can be balanced with capital preservation, valuation discipline and the broader objectives of a diversified multi-asset portfolio. LinkedIn · YouTube

September 22, 20267 min

Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing.

Markets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the key drivers behind recent market performance, from easing Treasury yields and record highs in technology stocks to the impact of global political developments and shifting investor sentiment. He unpacks the implications of the US Federal Reserve’s latest interest rate increase, the outlook for inflation and markets are closely watching the upcoming South African Reserve Bank decision. The episode also examines the interplay between oil prices, the rand and geopolitical tensions in the Middle East, and what these factors could mean for investors in the months ahead. Closer to home, Trevor discusses South Africa’s governance and infrastructure challenges, the outlook for the local economy ahead of municipal elections, and the factors influencing the rand and broader market resilience. LinkedIn · YouTube

September 8, 20267 min

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing expectations that interest rates remain higher for longer. She unpacks the implications of the latest US employment data, the inflation outlook and why investors are paying close attention to upcoming central bank decisions. The episode also examines the impact of rising Treasury yields on equity markets, ongoing developments in the Middle East and their influence on global energy markets. Closer to home, Tumisho discusses South Africa’s economic outlook ahead of key GDP and production data releases, the resilience of the rand, and how higher commodity prices are supporting parts of the local market, including the platinum group metals sector. LinkedIn · YouTube

August 25, 20266 min

Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.

Markets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the factors behind the recent pullback in global equity markets, why higher government bond yields are creating pressure for growth assets, and what investors should watch as inflation and fiscal concerns remain in focus. He also discusses the latest moves in commodity markets, including the continued strength in gold and oil, the impact of a stronger rand on South Africa’s inflation outlook and the key risks emanating from the Strait of Hormuz and broader global trade developments. LinkedIn · YouTube

August 14, 202633 min

Quarterly Insights: Is the investment playbook changing?

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key themes from Nic's recent presentation at our Global Investment Summit presentation. Their conversation explores the forces reshaping the investment landscape, including higher-for-longer interest rates, geopolitical uncertainty, demographic shifts, artificial intelligence and changing industry dynamics. They also discuss why valuation still matters, why diversification remains essential, and how investors can position portfolios to navigate a wider range of possible outcomes. The discussion leaves investors with a simple but powerful principle: while predicting the future remains difficult, preparing for it has never been more important. LinkedIn · YouTube

August 11, 20267 min

Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.

Markets have shown resilience in recent weeks, but investors continue to grapple with the implications of higher oil prices, persistent inflation pressures, and ongoing geopolitical uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments surrounding the US-Iran conflict and the Strait of Hormuz, and explores what they could mean for inflation, central bank policy, and global economic growth. He also discusses the performance of global equity markets, the role of commodities such as oil and gold in shaping investor sentiment, and the latest developments in South Africa’s economy, including movements in the rand, local bonds and the inflation outlook following the SARB’s decision to hold interest rates steady. LinkedIn · YouTube

July 28, 20267 min

Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain

Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the impact of ongoing US-Iran conflict, the sharp moves in oil markets and what these developments could mean for inflation, interest rates, and global growth. He also discusses the latest performance across global equity markets, the outlook for major central bank meetings, and South Africa’s evolving economic picture following higher inflation data and the SARB’s decision to leave interest rates unchanged. LinkedIn · YouTube

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