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Nedgroup Investments Insights

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

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

Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin, Head of Multi... more

Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persiste... more

Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk,... more

Markets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments in the Middle East, ... more

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Recent Guests

Mazika Li
Portfolio manager at NS Partners, focused on global emerging markets equities; introduced as portfolio manager of Nedgroup Investments Global Emerging Markets Equity Fund
NS Partners
Episode: Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
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 of the Nedgroup Investments Global Equity Fund
Nedgroup Investments
Episode: Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity
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
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
Iain Power
CIO of Truffle Asset Management, and portfolio manager for the Nedgroup Investments Balance Fund
Truffle Asset Management
Episode: Inside the mind of a fund manager Ep 2: Iain Power talks strategies for consistent performance

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 Africaa year 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 Africa7 years ago
  • Exceptionally useful podcasts

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

    Apple Podcasts
    5
    Iloveinvesting
    South Africa7 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.

Apple Podcasts
#65
South Africa/Business/Investing
Apple Podcasts
#241
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
Q: How does the company perform in a higher fuel cost environment?
Fuel-cost sensitivity is mitigated by pricing power (including surcharges) and by converting customers from trucking to rail, which sustains volumes and economic advantages even when fuel prices are elevated.
Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
Q: What is the core takeaway for investors?
The stock represents a high-conviction, long-term investment built on a physically irreplaceable asset, strong management, and an efficiency-led growth trajectory that could deliver robust earnings and cash flow growth over the investment horizon.
Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
Q: Why rail and why this company?
Railroads offer a durable moat due to irreplaceable assets and superior long-haul efficiency versus trucking, especially after the merger that created a three-country network making Canadian Pacific Kansas City a structurally advantaged player.
Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
Q: Is the AI story ending, or is this a healthy reset that sets up a broader, sustainable upcycle?
The AI cycle is not over; the narrative is shifting toward evaluating data-center demand sustainability, supply constraints, and continued earnings upgrades, suggesting a pause for reassessment rather than a collapse, with selective exposure and disciplined risk still warranted.
Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
Q: And Mazika, what was the trigger for the fairly sharp correction early in June?
The decline was largely tied to uncertainty around inflation and rate paths, plus a re-pricing of risk after a period of leverage and momentum in the AI/Korea trades, with investors reassessing macro assumptions and the durability of the rally.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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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Which podcasts are similar to Nedgroup Investments Insights?

These podcasts share a similar audience with Nedgroup Investments Insights:

1. MoneywebNOW
2. BizNews Radio
3. The Money Show
4. Motley Fool Hidden Gems Investing
5. SMWX

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. Mazika Li
2. Ian Anderson
3. Andrew Headley
4. Isaac Matshego
5. Madhushree Agarwal
6. Vuyolwethu Nzube
7. Anthony Walker
8. Andile Hlanti

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