Nedgroup Investments Insights

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take.

Drawing on Nic's "Four futures for AI" framework, the conversation examines why AI is less a fleeting wave and more a structural tide, reshaping organisations, careers and society. Together, they unpack what these futures mean in practice, from job design and access to the critical role of trust, offering a grounded perspective on the choices leaders face in shaping AI's long-term impact. LinkedIn · YouTube

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores how the shift from risk-off to risk-on sentiment impacted equities, commodities, and bonds globally and in South Africa, and why diversification and discipline remain essential in volatile markets. LinkedIn · YouTube

In this episode, Trevor Garvin, Head of Multi-Management, unpacks how rising geopolitical tensions involving Iran are driving market volatility, with oil prices, bonds, and currencies firmly in focus. He explores what recent moves across global and South African markets mean for investors, and why discipline and diversification remain critical during periods of uncertainty. LinkedIn · YouTube

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 Investments Property Fund, to explore how a differentiated, fundamentals driven approach has translated into smoother returns, resilient income growth and long-term consistency. They also unpack the thinking behind the Nedgroup Investments Property Fund, which was recently awarded the trophy for best risk-adjusted performance over five years to 31 December 2025 in the Best Real Estate Fund (SA and Global) category at the 2026 Raging Bull Awards.

Tune in to this thoughtful discussion on how disciplined investment decisions, grounded in real assets and fundamentals, can improve the investor experience over time. LinkedIn · YouTube

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 shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies and equities, the episode explores what’s driving recent volatility. The discussion also looks ahead to key monetary policy decisions, including the US Federal Reserve’s cautious stance and the South African Reserve Bank’s upcoming MPC meeting, asking a critical question: is this rally built to last, or is it simply another headline-driven reprieve? LinkedIn · YouTube