Episodes
The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in the retirement industry.   For more on Nedgroup Investments, visit: nedgroupinvestments.com
Published 10/26/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  This week’s instalment is titled “Middle east crisis will have global ramifications.” For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 10/17/23
In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus.
Published 10/11/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  this week’s instalment is titled “Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry.” For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 10/03/23
In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US.
Published 09/27/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “Central banks, inflation and rate announcement – a big week ahead.”
Published 09/19/23
In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate finance on the continent. They share their journey up to now, the opportunities available to investors, and their belief that conservation finance can deliver returns while contributing positively to the biodiversity crisis.
Published 09/14/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “National Treasury warns of impending debt crisis.” For more on Nedgroup Investments visit: nedgroupinvestments.co.za    
Published 09/05/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “SA looks to strengthen strategic ties, BRIC by BRIC.”. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 08/22/23
In this episode we are joined by Senior Legal Advisor, Denver Keswell to discuss the recent update to the draft proposal of the two-pot system. For on Nedgroup Investments visit: nedgroupinvestments.com
Published 08/17/23
In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil emerging opportunities, while the escalating momentum of BRICS takes center stage, prompting us to consider its influence on the global currency landscape....
Published 08/15/23
In this episode we welcome back the Head of Nedgroup Investments – Nic Andrew to chat to us about his recent presentation at our annual Global Summit in London, where he shared intriguing insights on investment trends from the past two decades and their implications for the future. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 08/11/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  This week’s instalment is titled “Iranian President attending BRICS summit causes Anti-West stir.” For more on Nedgroup Investments visir: nedgroupinvestments.com
Published 08/08/23
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
Published 08/04/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?” For more on Nedgroup Investments visit: nedgroupinvestements.com
Published 07/25/23
The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation and why he thinks the labour market forces are likely to continue to exasperate the inflation problem. For more on Nedgroup Investments, visit: nedgroupinvestments.com
Published 07/13/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions." For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 07/11/23
Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 07/07/23
Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 07/05/23
Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what he thinks is in store for fixedincome investing. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 06/30/23
Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund Manager of the Nedgroup Investments Global Property Fund to discuss the opportunity set in global listed property and his views on the outlook for the sector. For more about Nedgroup Investments, visit:...
Published 06/28/23
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Global markets once again rattled by inflation and growth concern”. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 06/27/23
The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods.   Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be...
Published 06/23/23
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into the power of centuries-old brands. For more on Nedgroup Investments visit: nedgroupinvestments.com 
Published 06/19/23
In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc. amidst volatile currency moves. For more on Nedgroup Investments visit: nedgroupinvestments.com
Published 06/15/23