315 episodes

The Nedgroup Investments Insights podcast is a space where you can find out more about our fund managers and the funds they manage as well as get up to date on important developments affecting the investment world and how they might be relevant to you.

Nedgroup Investments Insights Nedgroup Investments

    • Business
    • 4.5 • 16 Ratings

The Nedgroup Investments Insights podcast is a space where you can find out more about our fund managers and the funds they manage as well as get up to date on important developments affecting the investment world and how they might be relevant to you.

    Market & economic wrap: Tragic end to Steinhoff saga

    Market & economic wrap: Tragic end to Steinhoff saga

    Join Trevor Garvin from Nedgroup Investments Multi-Manager for a comprehensive analysis of the latest market dynamics and economic developments. This episode, titled “Tragic End to Steinhoff Saga,” delves into the dramatic conclusion of a corporate scandal, the ongoing water crisis in Johannesburg, political corruption probes, and the global impact of election outcomes and terror attacks. Plus, get insights on the latest inflation trends, interest rate decisions, and stock market performances that are shaping the financial landscape. Tune in for an informative session on the forces driving change in your world.


    To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

    • 6 min
    Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds

    Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds

    The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com

    • 7 min
    Our Flagship Fund Range: Not all Income Funds are created equal

    Our Flagship Fund Range: Not all Income Funds are created equal

    Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks associated with income funds and what investors can do to compensate for them. Tune in to this insightful podcast to learn and hear more about how Abax Investments’ portfolio management strategy for the Flexible Income Fund has enabled the fund to deliver consistent returns.

    The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com

    • 9 min
    Market & economic wrap: Powell’s dovish testimony sparks rand rally

    Market & economic wrap: Powell’s dovish testimony sparks rand rally

    In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed Chair, Jerome Powell, and its effects on global markets. The discussion includes insights on the anticipation of interest rate cuts, the impact on emerging market assets, and the strengthening of the rand against the US dollar. Tumisho also speaks about China’s economic stimulus plans, South Africa’s economic performance and the movements in equity markets, including the record highs in the US and the mixed results in Europe and Asia. Looking forward, the focus shifts to local manufacturing and mining production, as well as international inflation rates and their influence on future monetary policies. Tune in for a comprehensive analysis of these financial developments and their implications for investors.

    To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

    • 5 min
    Global Quarterly Briefing - Q4 2023

    Global Quarterly Briefing - Q4 2023

    In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a deep dive into major global property themes and how they are likely to play out. Tune in to this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.

    To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

    • 11 min
    Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves

    Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves

    Our latest Market and Economic wrap podcast is titled, "Rand weakens after Finance Minister taps into Foreign Exchange Reserves", is brought to by Head of Multi-Management, Trevor Garvin. You can look forward to highlights from the Finance Minister’s recent budget statement which revealed a narrower deficit and lower debt stock, implications for personal income tax, alcohol and tobacco, an update regarding the two-pot retirement system set to start in September and insights regarding South Africa's unemployment.



    To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.

    • 5 min

Customer Reviews

4.5 out of 5
16 Ratings

16 Ratings

NAA26 ,

Relevant, concise, insightful

Excellent, quick way to get insights from fund managers from around the world. Like that concise, relevant and deals with real issues investors are asking.

Iloveinvesting ,

Exceptionally useful podcasts

A great way to get industry insights from the leading fund managers.

nixkyte ,

Well worth the listen

Relevant topics, by quality managers

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
The Money Show
Primedia Broadcasting
Investec Focus Radio SA
Investec
VT Podcast “Ideas That Matter”
Africa Podcast Network
The Financial Freedom Pod with Bruce Whitfield & Warren Ingram
Bruce Whitfield
Girls That Invest
Girls That Invest

You Might Also Like

The Money Show
Primedia Broadcasting
MoneywebNOW
Moneyweb Radio
The Investopedia Express with Caleb Silver
Investopedia
VT Podcast “Ideas That Matter”
Africa Podcast Network
UBS On-Air: Market Moves
Client Strategy Office
What Goes Up
Bloomberg