Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors. LinkedIn · YouTube
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The Value of Advice Ep 6: The price tag of financial advice
How much should you really be paying for financial advice and what are you getting in return? In episode 6 of the value of advice series, Luthando Mzilikazi, Regional Manager for Gauteng, breaks down the real cost of working with a holistic financial advisor. From hourly consulting fees to percentage-based structures, she explains how each model works, what services you should expect for the price, and why understanding fees is key to building a relationship rooted in trust and transparency. Listen now to understand what you’re really paying for and why it’s worth it. LinkedIn · YouTube
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Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud
In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments covers a dynamic mix of global and local developments. From the high-stakes New York mayoral elections and the diplomatic breakthrough between Presidents Trump and Xi Jinping, to South Africa’s final month as G20 host and the inspiring performance of the Protea’s women’s cricket team in the ODI World Cup. On the markets front, Trevor unpacks the rand’s movements, global currency trends, and key shifts in equities, bonds and commodities. Tune in for insights on what’s driving investor sentiment and what to watch in the weeks ahead. LinkedIn · YouTube
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Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights. LinkedIn · YouTube
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Market and economic wrap: Rate cuts, rally risks and the rise of AI titans
In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism and strong earnings, record-breaking gold prices, and South Africa’s ambitious R2.2 trillion energy infrastructure plan. Locally, inflation trends and currency movements are also unpacked, offering a comprehensive view of macroeconomic forces shaping markets. 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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