Nedgroup Investments Insights
By Nedgroup Investments
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Nedgroup Investments
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 14
Reviews: 0
Episodes: 150
Description
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.
| Episode | Date |
|---|---|
|
Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you
|
Oct 02, 2026 |
|
Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing.
|
Sep 22, 2026 |
|
Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.
|
Sep 08, 2026 |
|
Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.
|
Aug 25, 2026 |
|
Quarterly Insights: Is the investment playbook changing?
|
Aug 14, 2026 |
|
Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.
|
Aug 11, 2026 |
|
Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain
|
Jul 28, 2026 |
|
Market and economic wrap: Beneath the rally - Inflation, oil, and leverage
|
Jul 14, 2026 |
|
Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
|
Jul 08, 2026 |
|
Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat
|
Jun 30, 2026 |
|
Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
|
Jun 29, 2026 |
|
Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.
|
Jun 17, 2026 |
|
Market and economic wrap: Interest rate hike takes steam out of economic recovery.
|
Jun 02, 2026 |
|
Market and economic wrap: Markets remain volatile as energy shocks and geopolitics continue to dominate the narrative.
|
May 19, 2026 |
|
Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.
|
May 05, 2026 |
|
Four futures for AI
|
Apr 24, 2026 |
|
Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies
|
Apr 24, 2026 |
|
Market and economic wrap: Markets rebound as geopolitical risks ease.
|
Apr 21, 2026 |
|
Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility
|
Apr 07, 2026 |
|
Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund
|
Mar 27, 2026 |
|
Market and economic wrap: From risk off to relief, how durable is this rally?
|
Mar 24, 2026 |
|
Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity
|
Mar 13, 2026 |
|
Market and economic wrap: Spike in Brent Crude oil price causes global inflation jitters
|
Mar 10, 2026 |
|
Market and economic wrap: Geopolitical uncertainty – What it means for markets and your investments
|
Mar 02, 2026 |
|
Budget 2026/27: What it means for your investments and retirement
|
Feb 26, 2026 |
|
Market and economic wrap: Reading the fault lines: Tariffs, trust and market tension
|
Feb 24, 2026 |
|
Market and economic wrap: Turning the corner? A deep dive into SONA 2026
|
Feb 13, 2026 |
|
Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.
|
Feb 10, 2026 |
|
Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
|
Feb 10, 2026 |
|
Market and economic wrap: Reading the signals - Markets, metals, and monetary policy
|
Jan 27, 2026 |
|
Market and economic wrap: Rand strength continues on the back of record-breaking market returns.
|
Jan 13, 2026 |
|
Market and economic wrap: South African equity markets outshine the rest of the world for 2025.
|
Dec 10, 2025 |
|
Investing and spending: Two sides of the same coin
|
Dec 09, 2025 |
|
Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit
|
Dec 02, 2025 |
|
Market and economic wrap: SARB call hangs between hold and cut
|
Nov 18, 2025 |
|
Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
|
Nov 13, 2025 |
|
Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis
|
Nov 06, 2025 |
|
Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud
|
Nov 04, 2025 |
|
Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value
|
Oct 23, 2025 |
|
Market and economic wrap: Rate cuts, rally risks and the rise of AI titans
|
Oct 21, 2025 |
|
Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero
|
Oct 16, 2025 |
|
Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China
|
Oct 09, 2025 |
|
Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns
|
Oct 07, 2025 |
|
Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late
|
Oct 02, 2025 |
|
Sustainable Returns with David Levinson Ep 2: Doubling down on our efforts - ESG and pension reform in SA
|
Oct 01, 2025 |
|
Market and economic wrap: Market momentum meets monetary policy caution
|
Sep 23, 2025 |
|
Sustainable Returns with David Levinson Ep 1: The economics of climate-related events
|
Sep 17, 2025 |
|
The Value of Advice Ep 5: AI vs The financial advisor: Replacement or tool?
|
Sep 10, 2025 |
|
Market and economic wrap: France faces political crisis while markets keep an eye on the Fed
|
Sep 09, 2025 |
|
The Value of Advice Ep 4: Tied or Independent? The advisor type you choose matters
|
Sep 02, 2025 |
|
Market and economic wrap: Fed's balancing act: Inflation, employment, and uncertainty
|
Aug 26, 2025 |
|
Market and economic wrap: Equity market jittery as US tariffs implemented but 25bps repo rate cut gives some respite?
|
Aug 05, 2025 |
|
Market and economic wrap: From Wall Street to Sandton: Markets defy gravity and geopolitics
|
Jul 22, 2025 |
|
Retirement Reimagined Ep 3: Staying the course
|
Jul 14, 2025 |
|
Retirement Reimagined Ep 2: Drawing down, powering up - The case for equities in retirement
|
Jul 14, 2025 |
|
Retirement Reimagined Ep 1: Is playing it safe the riskiest move?
|
Jul 14, 2025 |
|
Market and economic wrap: Boom or bust – what will Trump’s Big Beautiful Bill deliver over time?
|
Jul 08, 2025 |
|
Inside the mind of a fund manager Ep 2: Iain Power talks strategies for consistent performance
|
Jun 30, 2025 |
|
Market and economic wrap: Black gold dips as investors brush off supply risk amid rising geopolitical tensions
|
Jun 24, 2025 |
|
Market and economic wrap: Markets ignore Trump and Musk feud while Rand continues to rally
|
Jun 10, 2025 |
|
The Value of Advice Ep 3: Challenges in the formal savings industry: A crisis of accessibility and trust?
|
Jun 09, 2025 |
|
Inside the mind of a fund manager Ep 1: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy
|
Jun 03, 2025 |
|
The Value of Advice Ep 2: Not all advice is good: How to pick a financial advisor you can trust
|
Jun 02, 2025 |
|
Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence
|
May 27, 2025 |
|
The Value of Advice Ep 1: Uncovering the true value of a holistic financial advisor
|
May 27, 2025 |
|
The Retirement Kicker: Using framework to drive better outcomes
|
May 21, 2025 |
|
Market and economic wrap: US and China surprise markets by slashing tariffs, causing large equity market gains
|
May 13, 2025 |
|
Market and economic wrap: Global policy shifts and domestic reversals: A week of economic adjustments
|
Apr 29, 2025 |
|
Market and economic wrap: GNU jitters and tariff uncertainty rocks investor sentiment
|
Apr 15, 2025 |
|
Market and economic wrap: The passing of the SA National Budget and US President Trump announces major global tariffs
|
Apr 03, 2025 |
|
Market and economic wrap: Trump and his tariffs push global economies to the brink
|
Apr 01, 2025 |
|
The VAT increase in South Africa: A burden on investors
|
Mar 31, 2025 |
|
Market and economic wrap: SARB’s Monetary Moment: Cut or hold?
|
Mar 18, 2025 |
|
2025 Budget Speech: Unpacking the details
|
Mar 13, 2025 |
|
Market and economic wrap: Sparks fly in the Oval Office, causing rumblings across Europe
|
Mar 04, 2025 |
|
Finance Minister shocks the nation with delay in Budget speech to 12 March 2025
|
Feb 20, 2025 |
|
Global Quarterly Briefing - Q4 2024
|
Feb 06, 2025 |
|
Local Quarterly Briefing - Q4 2024
|
Feb 06, 2025 |
|
The power of 10: Celebrating a decade of Tax-Free Investment accounts in South Africa
|
Feb 04, 2025 |
|
Market and economic wrap: A pause on Trump, Tariffs 2.0
|
Feb 04, 2025 |
|
Market and economic wrap: Trump sworn in as 47th US president as rest of the world waits with bated breath
|
Jan 21, 2025 |
|
Market & economic wrap: Wrapping up 2024: A year of ups and downs.
|
Dec 10, 2024 |
|
Market & economic wrap: Trump cabinet takes shape while interest rates continue to be cut in SA.
|
Nov 26, 2024 |
|
Global Quarterly Briefing - Q3 2024
|
Nov 20, 2024 |
|
Local Quarterly Briefing - Q3 2024
|
Nov 19, 2024 |
|
Market & economic wrap: Trump swoops to victory to become the United States 47th President.
|
Nov 12, 2024 |
|
Market & economic wrap: Medium-Term Budget Policy Statement recap
|
Oct 31, 2024 |
|
Market & economic wrap: Finance Minister’s hands are tied for Medium Term Budget Policy Statement
|
Oct 29, 2024 |
|
The hidden value of financial advisors
|
Oct 17, 2024 |
|
Market & economic wrap: Stock market hits record highs as US earnings season unfolds
|
Oct 15, 2024 |
|
Tiny tweaks, Big gains: Behavioral economics in finance
|
Oct 11, 2024 |
|
Market & economic wrap: 100 days and counting - GNU is holding firm
|
Oct 01, 2024 |
|
Market & economic wrap: Interest rate cutting cycle starts in earnest. US Fed followed by SA Reserve Bank cut rates.
|
Sep 20, 2024 |
|
Market & economic wrap: “Wake me up when September ends”.
|
Sep 10, 2024 |
|
Market & economic wrap: Global markets embrace first expected US rate cut next month.
|
Aug 27, 2024 |
|
Our Flagship Fund Range | Balancing the books: South Africa's debt to GDP ratio and stabilisation strategies
|
Aug 21, 2024 |
|
Our Flagship Fund Range | Sustaining growth: The US economy's path forward amid political shifts
|
Aug 21, 2024 |
|
Market & economic wrap: Markets exercise caution ahead of key economic data
|
Aug 13, 2024 |
|
Global Quarterly Briefing - Q2 2024
|
Aug 06, 2024 |
|
Local Quarterly Briefing - Q2 2024
|
Aug 06, 2024 |
|
Market & economic wrap: SA sweeps to first Olympic gold as Trump/ Harris battle hots up.
|
Jul 30, 2024 |
|
Market & economic wrap: Rand knocked off its pedestal as dollar rises on possible Trump presidency
|
Jul 16, 2024 |
|
Shaping the Future: Trends and Insights for Tomorrow
|
Jul 09, 2024 |
|
Market & economic wrap: Political changes sweep across the globe
|
Jul 02, 2024 |
|
Market and economic wrap - SA Inc on a high as euphoria sets in over the establishment of a government of national unity
|
Jun 19, 2024 |
|
Our Flagship Fund Range | Opportunity in focus: Navigating China’s investment landscape
|
Jun 10, 2024 |
|
Market and economic wrap: SA citizens wait on tenterhooks as coalition talks get underway
|
Jun 04, 2024 |
|
Global Quarterly Briefing - Q1 2024
|
May 24, 2024 |
|
Local Quarterly Briefing - Q1 2024
|
May 23, 2024 |
|
Our Flagship Fund Range: Future-proof investing: Preparing for all scenarios
|
May 23, 2024 |
|
Market & economic wrap: Political party machines kick into high gear, as the race to the polls approaches
|
May 23, 2024 |
|
Market & economic wrap: Entering the home stretch for SA elections
|
May 07, 2024 |
|
Market & economic wrap: South Africa reclaims top spot in Africa
|
Apr 23, 2024 |
|
The ABCs of not meeting your investment goals
|
Apr 10, 2024 |
|
Market & economic wrap: Western Cape battered by storms, whilst ex Speaker of parliament faces battles of a different kind.
|
Apr 09, 2024 |
|
Market & economic wrap: Tragic end to Steinhoff saga
|
Mar 26, 2024 |
|
Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds
|
Mar 25, 2024 |
|
Our Flagship Fund Range: Not all Income Funds are created equal
|
Mar 20, 2024 |
|
Market & economic wrap: Powell’s dovish testimony sparks rand rally
|
Mar 12, 2024 |
|
Global Quarterly Briefing - Q4 2023
|
Mar 05, 2024 |
|
Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves
|
Feb 27, 2024 |
|
Local Quarterly Briefing - Q4 2023
|
Feb 26, 2024 |
|
Budget Speech 2024: Unpacking the gritty details
|
Feb 22, 2024 |
|
Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence
|
Feb 13, 2024 |
|
Market & Economic wrap: Inflation and interest rate cuts – what to expect?
|
Jan 30, 2024 |
|
A parent's guide to tax-free investing
|
Jan 19, 2024 |
|
Not another outlook: Why we don't believe in predicting the future
|
Jan 19, 2024 |
|
Market & Economic wrap: Global election jitters a likely headwind for the rand.
|
Jan 16, 2024 |
|
Market & economic wrap: A bumper week for central banks will put rate-cut expectations to the test.
|
Dec 12, 2023 |
|
Market & economic wrap - Logistics chaos adds to government woes.
|
Nov 28, 2023 |
|
Global Quarterly Briefing - Q3 2023
|
Nov 23, 2023 |
|
Local Quarterly Briefing - Q3 2023
|
Nov 23, 2023 |
|
How Sport can shape a nation
|
Nov 21, 2023 |
|
The rand falls on Powell’s hawkish cues, while the dollar stands tall - Market & economic wrap
|
Nov 14, 2023 |
|
Market & economic wrap - Bok victory brings joy amidst Middle East crises.
|
Oct 31, 2023 |
|
Two-pot retirement system: All you need to know
|
Oct 26, 2023 |
|
Middle East crisis will have global ramifications - Market and economic wrap.
|
Oct 17, 2023 |
|
SA Equity Insights: Stepping into the African Arena
|
Oct 11, 2023 |
|
Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry - Market and economic wrap
|
Oct 03, 2023 |
|
Around the World with Responsible Investing
|
Sep 27, 2023 |
|
Central banks, inflation and rate announcement – Market and economic wrap.
|
Sep 19, 2023 |
|
Conservation finance: Africa’s great opportunity.
|
Sep 14, 2023 |
|
Market & economic wrap - National Treasury warns of impending debt crisis.
|
Sep 05, 2023 |
|
Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC
|
Aug 22, 2023 |
|
2023 two-pot system update
|
Aug 17, 2023 |
|
Local Quarterly Briefing - Q2 2023
|
Aug 15, 2023 |
|
Unravelling investment trends: Learning from the past to inform the future
|
Aug 11, 2023 |
|
Market and economic wrap - “Iranian President attending BRICS summit causes Anti-West stir.”
|
Aug 08, 2023 |
|
Global Quarterly Briefing - Q2 2023
|
Aug 04, 2023 |
|
Market & economic wrap - Will the Fed raise rates as SA avoids BRICS crisis?
|
Jul 25, 2023 |