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Nedgroup Investments Insights

Nedgroup Investments
Inflation
South African Economy
China
Rand
South Africa
Emerging Markets
Gold
South African Rand
Jerome Powell
Investment Goals
National Health Insurance
Income Funds
Global Equity Markets
US Federal Reserve
Risk Management
Nedgroup Investments Opportunity Fund
Steinhoff
Donald Trump
Nassibuwe Bampisa Nkakula
Behavioral Biases

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

PublishesTwice weeklyEpisodes319Founded6 years ago
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InvestingBusinessNewsBusiness News

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Latest Episodes

What does it really take to deliver strong returns without taking unnecessary risk? In this episode of Inside the mind of a fund manager, David Levinson, Head of Responsible Investment, is joined by Ian Anderson, Portfolio Manager of the Nedgroup Inv... more

In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in geopolitical tensions. From the relief rally sparked by s... more

In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the “Saaspocalypse.”

As investor enthusiasm around artifi... more

In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments provides an update on recent developments in the Middle East and the resulting disruptions to key transport and energy routes. He explains how these developments ali... more

Key Facts

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Recent Guests

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
Nic Andrew
Executive Head of Nedgroup Investments
Nedgroup Investments
Episode: Investing and spending: Two sides of the same coin
Isaac Matshego
Senior economist
Nedbank
Episode: Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
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
Steve Minnaar
Portfolio manager at Abax Investments
Abax Investments
Episode: Our Flagship Fund Range | Opportunity in focus: Navigating China’s investment landscape
Rashaad Tayob
Co-portfolio manager on the Nedgroup Investments Stable Fund
Foord Asset Management
Episode: Our Flagship Fund Range: Future-proof investing: Preparing for all scenarios
Lara Dalmeyer
Portfolio Manager of the Nedgroup Investments Flexible Income Fund
Nedgroup Investments
Episode: Our Flagship Fund Range: Not all Income Funds are created equal

Hosts

Sune De Villiers
Co-host and retirement investing expert
Trevor Garvin
Host of Nedgroup Investments Insights;Head of multi-management
Tumisho Grater
Host from Nedgroup Investments Multi-management
Luthando Mzilikazi
Host of the Nedgroup Investments Insights Podcast; Regional Manager for Gaudeng

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 Africa7 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 Africa6 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 Kingdom6 years ago

Listeners Say

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

Concise and actionable takes from fund managers help bridge theory and portfolio decisions.
The show consistently has high-quality, manager-led insights that are practical for investors.
Listeners appreciate the depth and relevance of market context and retirement-focused guidance.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
Q: Can you unpack how you measure these quality metrics and how they inform conviction?
The key metric is the strength of the competitive advantage, but the difficult part is assessing how durable that advantage is. We evaluate factors like network effects, switching costs, and the combination of those moats to determine sustainability of returns and long-term conviction.
Retirement Reimagined Ep 1: Is playing it safe the riskiest move?
Q: Was this move to safety actually smart?
We don't think so as staying in high equity often shows better long-term results compared to switching to income funds.
Retirement Reimagined Ep 1: Is playing it safe the riskiest move?
Q: What are your views on the current sentiment that taking on risk just isn't paying off?
Market volatility has made investors hesitant, but long-term data shows that equities have outperformed inflation significantly, and moving away from equities might not be wise.

Audience Metrics

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

Listeners per Episode
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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 consistently centers on investing strategies, fund management, and how macro developments impact portfolio outcomes. Episodes frequently spotlight equity exposure, inflation, market volatility, and the role of multi-asset approaches, often with practical case studies and strategic guidance for long-term growth. A notable strength is the frequent presence of Nedgroup Investments fund managers and executives, offering in-depth perspectives on fund construction, risk management, and hedging against inflation, making it helpful for professionals, financial advisers, and serious individual investors seeking actionable takeaways.

Across episodes, the program stands out for its pragmatic, manager-led insights, timely market wrap-ups, and... more

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Which podcasts are similar to Nedgroup Investments Insights?

These podcasts share a similar audience with Nedgroup Investments Insights:

1. The Asset Class by Strictly Business
2. The Allan Gray Podcast
3. SAfm Market Update with Moneyweb
4. MoneywebNOW
5. WorldWide Markets with Simon Brown

How many episodes of Nedgroup Investments Insights are there?

Nedgroup Investments Insights launched 6 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.

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What guests have appeared on Nedgroup Investments Insights?

Recent guests on Nedgroup Investments Insights include:

1. Andrew Headley
2. Nic Andrew
3. Isaac Matshego
4. Iain Power
5. Steve Minnaar
6. Rashaad Tayob
7. Lara Dalmeyer

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