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Nedgroup Investments Insights

by Nedgroup Investments

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Latest episodes

Inside the mind of a fund manager: Brazil shocked the market. What now?

October 30, 2026 · 17 min

Brazil’s political surprise sent equities, bonds and the currency sharply lower, forcing investors to reassess the outlook for fiscal policy, inflation and interest rates. In this episode of Inside the Mind of a Fund Manager, Anil…
Inside the mind of a fund manager | When the price of money changes: What still works?

October 28, 2026 · 12 min

AI remains powerful, but higher yields, inflation and elevated expectations mean investors increasingly need to distinguish between a great story, a great business and a great investment. In our latest episode, we sit down with Andy…
Market and economic wrap: Oil, inflation, and political unrest test resilient markets.

October 20, 2026 · 7 min

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…
Inside the mind of a fund manager: 15 years of opportunity

October 19, 2026 · 12 min

What does it take to protect capital without sacrificing growth? In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the…
Market and economic wrap: When political promises meet bond-market reality.

October 6, 2026 · 7 min

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…

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

October 2, 2026 · 11 min

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…
Market and economic wrap: Rates, oil and geopolitics keep investors alert as markets regain their footing.

September 22, 2026 · 7 min

Markets have regained some footing, but investors remain on high alert as interest rates, oil prices and geopolitical developments continue to shape the outlook. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup…
Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

September 8, 2026 · 8 min

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater…
Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.

August 25, 2026 · 7 min

Markets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of…
Quarterly Insights: Is the investment playbook changing?

August 14, 2026 · 34 min

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew…
Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.

August 11, 2026 · 7 min

Markets have shown resilience in recent weeks, but investors continue to grapple with the implications of higher oil prices, persistent inflation pressures, and ongoing geopolitical uncertainty. In this week’s episode, Trevor Garvin, Head…
Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain

July 28, 2026 · 7 min

Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin…

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About the show

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.