Nedgroup Investments Insights

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.

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Episoder(150)

Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expect...

2 Des 20256min

Market and economic wrap: SARB call hangs between hold and cut

Market and economic wrap: SARB call hangs between hold and cut

In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is de...

18 Nov 20257min

Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025

Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025

Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). I...

13 Nov 202521min

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

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...

6 Nov 20256min

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

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 el...

4 Nov 20256min

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

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 fram...

23 Okt 20255min

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

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,...

21 Okt 20257min

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

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 ho...

16 Okt 20255min

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