Nedgroup Investments Insights

• Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

  In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home, global equity market trends, commodity price movements, and why platinum is surging. Plus, a look at the Springboks’ dominant European tour and the nail-biting F1 season finale. LinkedIn · YouTube

  --------  

  6:24

  --------

  6:24
• Market and economic wrap: SARB call hangs between hold and cut

  In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the backdrop, we unpack what these developments mean for the rand, local markets, and investor sentiment. Tune in for insights on global equity performance, currency dynamics, and what to watch in the week ahead. LinkedIn · YouTube

  --------  

  7:07

  --------

  7:07
• Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025

  Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). In this special Market and Economic Wrap episode, they explore the country’s economic outlook, fiscal and monetary policy shifts, debt stabilisation, and structural reforms. Gain expert insights on growth drivers, investment opportunities, and the risks shaping South Africa’s economic future. LinkedIn · YouTube

  --------  

  21:02

  --------

  21:02
• 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

  --------  

  6:29

  --------

  6:29
• 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

  --------  

  7:16

  --------

  7:16

More Business podcasts

Trending Business podcasts

About Nedgroup Investments Insights