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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June 2, 20267 min
Market and economic wrap: Interest rate hike takes steam out of economic recovery.
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how the recent interest rate hike and easing oil prices are shaping the path of economic recovery amid ongoing geopolitical uncertainty. He explores the impact on global and South African markets, and what shifting inflation, currency and growth dynamics mean for investors navigating a fragile outlook. LinkedIn · YouTube
May 19, 20266 min
Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.
In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores continued market volatility as geopolitical tensions and energy supply disruption remain firmly in focus. The discussion covers the impact of elevated oil prices on inflation and interest-rate expectations, as well as recent moves across equities, bonds, and currencies. Against a backdrop of heightened sensitivity to global events, the episode highlights the central role of energy markets in shaping investor sentiment and why diversification remains critical in navigating ongoing uncertainty. LinkedIn · YouTube
May 5, 20266 min
Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.
In this episode of the Market and Economic Wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores renewed market volatility as geopolitical tensions in the Middle East intensify. The discussion focuses on efforts to reopen the Strait of Hormuz under “Project Freedom”, the sharp response in oil prices, and the ripple effects across global equities, bonds, and currencies. The episode also examines what higher energy prices mean for inflation expectations, interest rates, and portfolio positioning, highlighting why diversification remains critical in a headline-driven market environment. LinkedIn · YouTube
April 24, 202614 min
Four futures for AI
Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take.
Drawing on Nic's "Four futures for AI" framework, the conversation examines why AI is less a fleeting wave and more a structural tide, reshaping organisations, careers and society. Together, they unpack what these futures mean in practice, from job design and access to the critical role of trust, offering a grounded perspective on the choices leaders face in shaping AI's long-term impact. LinkedIn · YouTube
April 24, 202613 min
Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies
In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as roads, airports and long‑term concessions can deliver predictable cash flows and durable returns. Using Vinci as a case study, the episode offers a practical perspective on quality, compounding and why some fundamentals still matter deeply in an AI‑driven world. LinkedIn · YouTube
April 21, 20266 min
Market and economic wrap: Markets rebound as geopolitical risks ease.
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores how the shift from risk-off to risk-on sentiment impacted equities, commodities, and bonds globally and in South Africa, and why diversification and discipline remain essential in volatile markets. LinkedIn · YouTube
April 7, 20266 min
Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility
In this episode, Trevor Garvin, Head of Multi-Management, unpacks how rising geopolitical tensions involving Iran are driving market volatility, with oil prices, bonds, and currencies firmly in focus. He explores what recent moves across global and South African markets mean for investors, and why discipline and diversification remain critical during periods of uncertainty. LinkedIn · YouTube
March 27, 202610 min
Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund
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
March 24, 20267 min
Market and economic wrap: From risk off to relief, how durable is this rally?
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
March 13, 202611 min
Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity
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
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