Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China
In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will also learn more about what stood out in terms of infrastructure, innovation, and progress on urbanisation, and whether Rashaad considers China to be an emerging market or the most dominant economy in the world. Tune in to hear how this trip has influenced Rashaad's conviction on existing positions held by the Stable Fund, spotlighted emerging opportunities, and revealed new risks. Plus, don’t miss their closing reflections and the one insight every investor should take away from this experience. LinkedIn · YouTube
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Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns
In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and rising gold prices to global equity rallies and commodity shifts. Plus, a quick look at the Springboks’ thrilling Rugby Championship win and the start of the ICC Women’s Cricket World Cup. LinkedIn · YouTube
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Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late
In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings.
Whether you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient. LinkedIn · YouTube
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Sustainable Returns with David Levinson Ep 2: Doubling down on our efforts: ESG and pension reform in SA
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers. LinkedIn · YouTube
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Market and economic wrap: Market momentum meets monetary policy caution
In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst, unpacks a wave of central bank decisions that shaped global market sentiment. From the U.S. Fed’s rate cut and its implications for inflation and dollar stability, to the SARB’s steady stance and the rand’s resilience, the episode explores how monetary policy is influencing investor behaviour. Tumisho also covers equity market movements, including Nvidia’s AI-driven rally and the impact of Trump’s visa policy on Indian tech stocks. With key U.S. inflation and GDP data on the horizon, this episode offers timely insights into what’s driving markets now—and what could come next. LinkedIn · YouTube
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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