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Nedgroup Investments Insights

Nedgroup Investments
South Africa
China
Donald Trump
Inflation
Federal Reserve
Brent Crude Oil
RAND
Artificial Intelligence
S&P 500
Gold
United States
Interest Rates
Nedgroup Investments
South African Reserve Bank
US Federal Reserve
National Treasury
South African Rand
Retirement Planning
Government Of National Unity
Investment Strategies

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... more

PublishesWeeklyEpisodes319Founded7 years ago
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Latest Episodes

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how easing geopolitical tensions, falling oil prices and major corporate developments are shaping the mid year market outlook. He explores the implications for glo... more

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 ... more

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 th... more

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 S... more

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Recent Guests

Nic Andrew
Managing executive at Nedgroup Investments
Nedgroup Investments
Episode: Four futures for AI
Ian Anderson
Portfolio Manager of the Nedgroup Investments Property Fund
Nedgroup Investments
Episode: Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund
Andrew Headley
Portfolio manager, Nedgroup Investments Global Equity Fund and Veritas Aston
Nedgroup Investments
Episode: Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
Isaac Matshego
Senior economist
Nedbank
Episode: Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
Madhushree Agarwal
Portfolio Manager at Nedgroup Investments UK
Nedgroup Investments UK
Episode: Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis
Vuyolwethu Nzube
ESG analyst at Truffle Asset Management
Truffle Asset Management
Episode: Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value
Anthony Walker
ESG specialist at M&G Investments and driving force behind stewardship activities of the Nedgroup Investments Mining and Resource Fund
M&G Investments
Episode: Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero
Rashaad Tayob
Portfolio Manager at Ford Asset Management
Ford Asset Management
Episode: Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China
Andile Hlanti
Institutional Consultant at Nedgroup Investments
Nedgroup Investments
Episode: Sustainable Returns with David Levinson Ep 2: Doubling down on our efforts - ESG and pension reform in SA

Host

Trevor Garvin
Host of the Nedgroup Investments Insights podcast

Reviews

4.5 out of 5 stars from 34 ratings
  • Concise, up-to-date, market-leading!

    The Nedgroup Investments Insights podcast is a must-listen for anyone interested in markets, investing, and big-picture thinking. The conversations are clear, insightful, and practical, with expert guests who break down complex topics into actionable ideas. Each episode strikes the right balance between technical depth and accessibility, making it valuable for both professionals and curious investors. A consistently high-quality podcast that informs, challenges, and inspires.

    Apple Podcasts
    5
    Nabila_G
    South Africa10 months ago
  • 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.

    Apple Podcasts
    5
    NAA26
    South Africa6 years ago
  • Exceptionally useful podcasts

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

    Apple Podcasts
    5
    Iloveinvesting
    South Africa6 years ago
  • Well worth the listen

    Relevant topics, by quality managers

    Apple Podcasts
    5
    nixkyte
    South Africa7 years ago
  • Exceptional insights from subject matter experts

    This range of podcasts from Nedgroup Investments provides investors with some great information on a wide range of asset classes around the world. From novice to professional, all types of investor will find this channel helpful when making portfolio decisions.

    Apple Podcasts
    5
    NedgroupRob
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Professional, concise market updates with actionable takeaways.
Guests are credible and bring depth on fund management and strategy.
Strongly perceived as high-quality, investor-focused content.
Audiences appreciate practical, evidence-based market context and diverse asset-class discussions.
Guest fund-manager perspectives are highly relevant for portfolio decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value
Q: So what are the two main areas you look at when assessing social risks?
We focus on systemic risks inherent in industries like mining, agriculture, and fashion, and also on incident-specific risks, starting with human rights policies and then evaluating past controversies and how management responds to them.
Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China
Q: What were your key macroeconomic takeaways from the trip?
The trip underscored a recovering Chinese consumer and a pivot toward high-quality growth, with opportunities arising from major tech names and consumer-related businesses, despite a step-down in GDP growth.
Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies
Q: Given the macro environment and recent inflation concerns, why is this business model particularly attractive right now?
The model hinges on irreplaceable assets with long, inflation-protected price escalators and regulated or lightly regulated pricing that passes through inflation, supporting steady earnings irrespective of macro noise.
Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
Q: What would the first thing that you do as Minister of Finance be?
I would start by reviewing policies, business policies in South Africa and ensure they are flexible enough to boost growth, recognizing three decades of certain policy approaches and the need to adapt to a changing global landscape.
Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
Q: If investors can remember one thing from today, what should it be?
Markets move in cycles, and earnings must eventually align with equity performance; avoid chasing unprofitable, hype-driven names and focus on companies with high returns, strong cash flows, and durable competitive advantages to protect capital over the long run.

Audience Metrics

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Frequently Asked Questions About Nedgroup Investments Insights

What is Nedgroup Investments Insights about and what kind of topics does it cover?

The show centers on market analysis, global macro themes, and fund management insights, with a focus on South Africa and global investment markets. Episodes blend real-time market moves, geopolitics, and asset allocation guidance, often featuring Nedgroup Investments professionals and fund managers sharing practical takeaways for portfolio construction, risk management, and long-term planning. A notable strength is its execution-focused market wraps and in-depth fund-manager discussions that translate complex market moves into actionable ideas for professional investors and financial practitioners.

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How many listeners does Nedgroup Investments Insights get?

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How many subscribers and views does Nedgroup Investments Insights have?

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Which podcasts are similar to Nedgroup Investments Insights?

These podcasts share a similar audience with Nedgroup Investments Insights:

1. MoneywebNOW
2. STANLIB Podcasts
3. The Investment Perspective, with Ninety One
4. SAfm Market Update with Moneyweb
5. WorldWide Markets with Simon Brown

How many episodes of Nedgroup Investments Insights are there?

Nedgroup Investments Insights launched 7 years ago and published 319 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Nedgroup Investments Insights?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Nedgroup Investments Insights?

Recent guests on Nedgroup Investments Insights include:

1. Nic Andrew
2. Ian Anderson
3. Andrew Headley
4. Isaac Matshego
5. Madhushree Agarwal
6. Vuyolwethu Nzube
7. Anthony Walker
8. Rashaad Tayob

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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