In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them.

Drawing inspiration from Morgan Housel’s The Art of Spending, Nic shares practical, values-driven habits designed to help investors stay confident and committed through uncertainty. With a forward-looking perspective on early 2026, the conversation distils three enduring principles: uncertainty is constant, flexibility matters, and time in the market wins. LinkedIn · YouTube

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 platinum is surging. Plus, a look at the Springboks’ dominant European tour and the nail-biting F1 season finale. LinkedIn · YouTube

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 developments mean for the rand, local markets, and investor sentiment. Tune in for insights on global equity performance, currency dynamics, and what to watch in the week ahead. LinkedIn · YouTube

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 growth drivers, investment opportunities, and the risks shaping South Africa’s economic future. LinkedIn · YouTube

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 footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors. LinkedIn · YouTube

How much should you really be paying for financial advice and what are you getting in return? In episode 6 of the value of advice series, Luthando Mzilikazi, Regional Manager for Gauteng, breaks down the real cost of working with a holistic financial advisor. From hourly consulting fees to percentage-based structures, she explains how each model works, what services you should expect for the price, and why understanding fees is key to building a relationship rooted in trust and transparency. Listen now to understand what you’re really paying for and why it’s worth it. LinkedIn · YouTube

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 World Cup. On the markets front, Trevor unpacks the rand’s movements, global currency trends, and key shifts in equities, bonds and commodities. Tune in for insights on what’s driving investor sentiment and what to watch in the weeks ahead. LinkedIn · YouTube

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 for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights. LinkedIn · YouTube

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, and South Africa’s ambitious R2.2 trillion energy infrastructure plan. Locally, inflation trends and currency movements are also unpacked, offering a comprehensive view of macroeconomic forces shaping markets. LinkedIn · YouTube

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 realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones. LinkedIn · YouTube