Investment Insights - JP Landman (Cash Solutions Part 2)

In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the “Saaspocalypse.” As investor enthusiasm around artificial intelligence has intensified, many software and data businesses have been sold off indiscriminately. But is…

In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments provides an update on recent developments in the Middle East and the resulting disruptions to key transport and energy routes. He explains how these developments aligned with sharp movements in Brent crude oil prices, shifts in global inflation…

In this week’s market update, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the key drivers behind recent global market volatility. He explores how heightened uncertainty is influencing asset classes such as equities, commodities, currencies and bonds, and what this means for inflation and interest rate expectations. Trevor also…

In this episode, Denver Keswell, Senior Legal Advisor, unpacks the key takeouts from the 2026/27 National Budget Speech and what they mean for your investments, retirement planning, and long‑term financial strategy. National Treasury’s latest proposals include higher tax‑free investment limits, increased retirement contribution deductions, and more generous capital gains tax…

In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst, explores the renewed uncertainty gripping global markets after President Trump proposed a flat 15% global tariff. The episode looks at how this shift is reshaping winners and losers across regions, why long‑standing US allies face the biggest squeeze,…