Nedgroup Investments Insights

About Nedgroup Investments Insights

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.

Publisher

Nedgroup Investments

Category

business · news

Language

en

Explicit

No

First episode

5 Oct 2021

Latest episode

20 Oct 2026

Latest episodes

256 episodes in the feed.

1. 

   20 Oct 2026

   Market and economic wrap: Oil, inflation, and political unrest test resilient markets.

   Markets are proving resilient, but the environment is becoming more challenging as higher oil prices, persistent inflation and growing geopolitical tensions test investor confidence. In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the latest developments shaping global and South African markets, from a technology-led sell-off in US equities to the implications of oil trading above $100 per barrel. He unpacks the inflation outlook, what investors should watch ahead of South Africa’s Medium-Term Budget Policy Statement, and why developments in the Middle East continue to influence energy markets and global sentiment. The episode also examines the recent strength in the rand, the outlook for interest rates and the growing importance of diversification in an increasingly uncertain environment.

2. 

   6 Oct 2026

   Market and economic wrap: When political promises meet bond-market reality.

   In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important questions about inflation, government borrowing and the outlook for bond markets. Tumisho explores why the bond market is pushing back, what rising Treasury yields signal for investors, and whether recent market moves may be creating new opportunities in fixed income. Closer to home, Tumisho discusses the factors behind the rand’s recent weakness, September’s challenging month for the JSE, and what South Africa’s latest public-sector debt figures mean for investors beyond the headlines.

3. 

   2 Oct 2026

   Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

   China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the gap between investor perception and reality, the competitiveness of Chinese businesses, and how on-the-ground insights inform investment decisions within the Stable Fund. The conversation also considers how opportunities in China can be balanced with capital preservation, valuation discipline and the broader objectives of a diversified multi-asset portfolio.

Who has been a guest on Nedgroup Investments Insights

Names identified in recent episode analyses. Showing up to five guests.

• Tumisho Grater
• Trevor
• Seugnet
• Iain Power
• Luthando Mzilikazi

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

853,406

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

4.7 / 5

13 ratings

Podcast Authority Score: 82 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

96

Social presence

0

YouTube

86

Engagement

85

Contact Nedgroup Investments Insights

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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