All Episodes
Nedgroup Investments Insights — 152 episodes
Market and economic wrap: Markets whipsaw as ‘Project Freedom’ attempts to reopen the Strait of Hormuz.
Four futures for AI
Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies
Market and economic wrap: Markets rebound as geopolitical risks ease.
Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility
Inside the mind of a fund manager Ep 6: Looking different to win: Inside the Nedgroup Investments Property Fund
Market and economic wrap: From risk off to relief, how durable is this rally?
Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity
Market and economic wrap: Spike in Brent Crude oil price causes global inflation jitters
Market and economic wrap: Geopolitical uncertainty – What it means for markets and your investments
Budget 2026/27: What it means for your investments and retirement
Market and economic wrap: Reading the fault lines: Tariffs, trust and market tension
Market and economic wrap: Turning the corner? A deep dive into SONA 2026
Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.
Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley
Market and economic wrap: Reading the signals - Markets, metals, and monetary policy
Market and economic wrap: Rand strength continues on the back of record-breaking market returns.
Market and economic wrap: South African equity markets outshine the rest of the world for 2025.
Investing and spending: Two sides of the same coin
Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit
Market and economic wrap: SARB call hangs between hold and cut
Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025
Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis
Market and economic wrap: Dee day for NY mayoral elections whilst SA Protea women’s team make us proud
Sustainable Returns with David Levinson Ep 4: Social risks in supply chains - Policies that protect people and value
Market and economic wrap: Rate cuts, rally risks and the rise of AI titans
Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero
Inside the mind of a fund manager Ep 3: Rashaad Tayob on navigating macro trends and investment convictions in China
Market and economic wrap: Hopes rise on Middle East peace deal whilst turmoil in French politics reigns
Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late
Sustainable Returns with David Levinson Ep 2: Doubling down on our efforts - ESG and pension reform in SA
Market and economic wrap: Market momentum meets monetary policy caution
Sustainable Returns with David Levinson Ep 1: The economics of climate-related events
The Value of Advice Ep 5: AI vs The financial advisor: Replacement or tool?
Market and economic wrap: France faces political crisis while markets keep an eye on the Fed
The Value of Advice Ep 4: Tied or Independent? The advisor type you choose matters
Market and economic wrap: Fed's balancing act: Inflation, employment, and uncertainty
Market and economic wrap: Equity market jittery as US tariffs implemented but 25bps repo rate cut gives some respite?
Market and economic wrap: From Wall Street to Sandton: Markets defy gravity and geopolitics
Retirement Reimagined Ep 3: Staying the course
Retirement Reimagined Ep 2: Drawing down, powering up - The case for equities in retirement
Retirement Reimagined Ep 1: Is playing it safe the riskiest move?
Market and economic wrap: Boom or bust – what will Trump’s Big Beautiful Bill deliver over time?
Inside the mind of a fund manager Ep 2: Iain Power talks strategies for consistent performance
Market and economic wrap: Black gold dips as investors brush off supply risk amid rising geopolitical tensions
Market and economic wrap: Markets ignore Trump and Musk feud while Rand continues to rally
The Value of Advice Ep 3: Challenges in the formal savings industry: A crisis of accessibility and trust?
Inside the mind of a fund manager Ep 1: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy
The Value of Advice Ep 2: Not all advice is good: How to pick a financial advisor you can trust
Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence
The Value of Advice Ep 1: Uncovering the true value of a holistic financial advisor
The Retirement Kicker: Using framework to drive better outcomes
Market and economic wrap: US and China surprise markets by slashing tariffs, causing large equity market gains
Market and economic wrap: Global policy shifts and domestic reversals: A week of economic adjustments
Market and economic wrap: GNU jitters and tariff uncertainty rocks investor sentiment
Market and economic wrap: The passing of the SA National Budget and US President Trump announces major global tariffs
Market and economic wrap: Trump and his tariffs push global economies to the brink
The VAT increase in South Africa: A burden on investors
Market and economic wrap: SARB’s Monetary Moment: Cut or hold?
2025 Budget Speech: Unpacking the details
Market and economic wrap: Sparks fly in the Oval Office, causing rumblings across Europe
Finance Minister shocks the nation with delay in Budget speech to 12 March 2025
Global Quarterly Briefing - Q4 2024
Local Quarterly Briefing - Q4 2024
The power of 10: Celebrating a decade of Tax-Free Investment accounts in South Africa
Market and economic wrap: A pause on Trump, Tariffs 2.0
Market and economic wrap: Trump sworn in as 47th US president as rest of the world waits with bated breath
Market & economic wrap: Wrapping up 2024: A year of ups and downs.
Market & economic wrap: Trump cabinet takes shape while interest rates continue to be cut in SA.
Global Quarterly Briefing - Q3 2024
Local Quarterly Briefing - Q3 2024
Market & economic wrap: Trump swoops to victory to become the United States 47th President.
Market & economic wrap: Medium-Term Budget Policy Statement recap
Market & economic wrap: Finance Minister’s hands are tied for Medium Term Budget Policy Statement
The hidden value of financial advisors
Market & economic wrap: Stock market hits record highs as US earnings season unfolds
Tiny tweaks, Big gains: Behavioral economics in finance
Market & economic wrap: 100 days and counting - GNU is holding firm
Market & economic wrap: Interest rate cutting cycle starts in earnest. US Fed followed by SA Reserve Bank cut rates.
Market & economic wrap: “Wake me up when September ends”.
Market & economic wrap: Global markets embrace first expected US rate cut next month.
Our Flagship Fund Range | Balancing the books: South Africa's debt to GDP ratio and stabilisation strategies
Our Flagship Fund Range | Sustaining growth: The US economy's path forward amid political shifts
Market & economic wrap: Markets exercise caution ahead of key economic data
Global Quarterly Briefing - Q2 2024
Local Quarterly Briefing - Q2 2024
Market & economic wrap: SA sweeps to first Olympic gold as Trump/ Harris battle hots up.
Market & economic wrap: Rand knocked off its pedestal as dollar rises on possible Trump presidency
Shaping the Future: Trends and Insights for Tomorrow
Market & economic wrap: Political changes sweep across the globe
Market and economic wrap - SA Inc on a high as euphoria sets in over the establishment of a government of national unity
Our Flagship Fund Range | Opportunity in focus: Navigating China’s investment landscape
Market and economic wrap: SA citizens wait on tenterhooks as coalition talks get underway
Global Quarterly Briefing - Q1 2024
Local Quarterly Briefing - Q1 2024
Our Flagship Fund Range: Future-proof investing: Preparing for all scenarios
Market & economic wrap: Political party machines kick into high gear, as the race to the polls approaches
Market & economic wrap: Entering the home stretch for SA elections
Market & economic wrap: South Africa reclaims top spot in Africa
The ABCs of not meeting your investment goals
Market & economic wrap: Western Cape battered by storms, whilst ex Speaker of parliament faces battles of a different kind.
Market & economic wrap: Tragic end to Steinhoff saga
Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds
Our Flagship Fund Range: Not all Income Funds are created equal
Market & economic wrap: Powell’s dovish testimony sparks rand rally
Global Quarterly Briefing - Q4 2023
Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves
Local Quarterly Briefing - Q4 2023
Budget Speech 2024: Unpacking the gritty details
Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence
Market & Economic wrap: Inflation and interest rate cuts – what to expect?
A parent's guide to tax-free investing
Not another outlook: Why we don't believe in predicting the future
Market & Economic wrap: Global election jitters a likely headwind for the rand.
Market & economic wrap: A bumper week for central banks will put rate-cut expectations to the test.
Market & economic wrap - Logistics chaos adds to government woes.
Global Quarterly Briefing - Q3 2023
Local Quarterly Briefing - Q3 2023
How Sport can shape a nation
The rand falls on Powell’s hawkish cues, while the dollar stands tall - Market & economic wrap
Market & economic wrap - Bok victory brings joy amidst Middle East crises.
Two-pot retirement system: All you need to know
Middle East crisis will have global ramifications - Market and economic wrap.
SA Equity Insights: Stepping into the African Arena
Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry - Market and economic wrap
Around the World with Responsible Investing
Central banks, inflation and rate announcement – Market and economic wrap.
Conservation finance: Africa’s great opportunity.
Market & economic wrap - National Treasury warns of impending debt crisis.
Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC
2023 two-pot system update
Local Quarterly Briefing - Q2 2023
Unravelling investment trends: Learning from the past to inform the future
Market and economic wrap - “Iranian President attending BRICS summit causes Anti-West stir.”
Global Quarterly Briefing - Q2 2023
Market & economic wrap - Will the Fed raise rates as SA avoids BRICS crisis?
The effects of Covid as well as the aging global workforce
Market & economic wrap - “US job’s report shows slightly softer underlying conditions"
Global Summit Podcast - What does it mean to be a true contrarian investor these days?
Global Summit Podcast - Not all emerging markets are equal
Global fixed income insights with David Roberts
Global Property insights with Robert Promisel
Global markets once again rattled by inflation - Market & economic wrap
Low risk, not no risk - The Nedgroup Investments Flexible Income Fund
Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power
Top 10 in 10 - Opportunities Around The Corner
Market & economic wrap - Will the Fed hit the pause button?
AI, Myopia, Travel and Infrastructure - Global Megatrends
Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses
“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”
Russian arms debacle plunges Rand - Market & Economic Wrap
Surviving load shedding part 2 - Top 10 in 10