Nedgroup Investments Insights

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 pl...

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 develop...

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 gro...

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...

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...

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 f...

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, an...

Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realiti...

In this new episode, Anil Jugmohan, Senior Investment Analyst and Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Stable Fund, share firsthand insights from their recent research trip to China. They unpack macroeconomic takeaways and sentiment on the ground, such as the recovering Chinese consumer and high-quality growth. You will also learn more about what stood out in terms of infra...

In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments unpacks the latest global developments, including political upheaval in France following the resignation of Prime Minister Sébastien Lecornu, and renewed hopes for peace in the Middle East. He also covers key market movements, from the strengthening rand and rising gold prices to global equity rallies and commodit...

In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings. Whether yo...

South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retiremen...

In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst, unpacks a wave of central bank decisions that shaped global market sentiment. From the U.S. Fed’s rate cut and its implications for inflation and dollar stability, to the SARB’s steady stance and the rand’s resilience, the episode explores how monetary policy is influencing investor behaviour. Tumisho also covers equity mark...

We are excited to launch Sustainable Returns with David Levinson, a new podcast series by Nedgroup Investments exploring the intersection of finance, sustainability and responsible investing. In the first episode, David Levinson, Head of Responsible Investment, begins with a reflection of where we are and where we are going on the path towards sustainability, and he explores the financial and soci...

Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace human advice? Or is the future about expertise suppo...

In this week's market and economic wrap, Trevor Garvin, Head of Multi-Management, covers a range of global developments. From the devastating earthquake in Afghanistan to political upheaval in France, and ongoing migration debates in the UK, the episode explores how these events are shaping market sentiment. On the sporting front, Alcaraz and Sabalenka claim US Open titles, while South Africa's ru...

Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is about more than just products. Listen now to discover what each model offers and ho...

In this episode, Tumisho Grater unpacks the key themes shaping global markets, from Jerome Powell’s Jackson Hole speech and its implications for US interest rates to the evolving balance between inflation and employment. We explore how these developments are influencing the US dollar, the South African rand, and global equity markets, with insights into Asia’s rally, Europe’s cautious tone, and Wa...

Stay ahead of the curve with this week’s market and economic wrap podcast. In this episode, Trevor Garvin dives into the latest developments, including the implementation of US tariffs and their impact on South Africa, a significant repo rate cut by the SARB, and key movements in the global market. Discover insights on currency shifts, commodity trends, and the political events making the headline...

Join Tumisho Grater, Multi-Management Investments, for the latest market and economic developments in this episode titled, “From Wall Street to Sandton: Markets defy gravity and geopolitics.” Discover how both the S&P 500 and Nasdaq continue breaking records and hear insights into the JSE All Share Index's historic climb. Tumisho also explores the impacts of US tariff policies and global inflation...

Trevor and Seugnet come together again to discuss why maintaining equity exposure is crucial for financial security before and after retirement. Learn how to stay focused on long-term growth despite market volatility and understand the importance of outpacing inflation to preserve your purchasing power. With expert commentary and compelling statistics, this three-episode series is a must-listen fo...

In episode 2 of this podcast series, hosts Trevor Garvin and Seugnet de Villiers tackle the multifaceted world of retirement planning and explore why maintaining equity exposure is vital even after retirement. Discover how growth assets can safeguard savings against inflation and extend their longevity, despite market volatility. With real-life examples, such as John’s journey from retirement at 6...

Join Trevor Garvin, Head of Multi-Management, and Seugnet de Villiers, Multi-Management Fund Manager, in this first episode of the Retirement Reimagined podcast series. In this episode, they explore a question that may seem counterintuitive: Is playing it safe actually the riskiest move when saving for retirement? Listen as they dissect the long-term performance of South African equities, the impa...

In this week’s Market and Economic Wrap episode, Trevor Garvin discusses the latest events and announcements, including Proteas cricket captain, Wiaan Mulder's record-breaking performance, Lando Norris's first win at the British Grand Prix, and Elon Musk's new political party. He also unpacks the implications of President Trump's new Big Beautiful Bill, the impact on Tesla shares, and the potentia...

Welcome to the second episode of our Flagship Fund Range series, "Inside the mind of a fund manager." In this episode, Mansoor Narker, Investment Analyst, sits down with Iain Power, the CIO of Truffle Asset Management and one of the four portfolio managers of the Nedgroup Investments Balanced Fund. Join us as Iain shares his insights on achieving consistent performance amid market complexities, th...