Nedgroup Investments Insights: Recent Episodes
Nedgroup Investments
The Nedgroup Investments Insights podcast is a space where you can find out more about our fund managers and the funds they manage as well as get up to date on important developments affecting the investment world and how they might be relevant to you.
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 infrastructure, innovation, and progress on urbanisation, and whether Rashaad considers China to be an emerging market or the most dominant economy in the world. Tune in to hear how this trip has influenced Rashaad's conviction on existing positions held by the Stable Fund, spotlighted emerging opportunities, and revealed new risks. Plus, don’t miss their closing reflections and the one insight every investor should take away from this experience. LinkedIn · YouTube
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 commodity shifts. Plus, a quick look at the Springboks’ thrilling Rugby Championship win and the start of the ICC Women’s Cricket World Cup. LinkedIn · YouTube
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 you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient. LinkedIn · YouTube
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 retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers. LinkedIn · YouTube
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 market movements, including Nvidia’s AI-driven rally and the impact of Trump’s visa policy on Indian tech stocks. With key U.S. inflation and GDP data on the horizon, this episode offers timely insights into what’s driving markets now—and what could come next. LinkedIn · YouTube
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 societal costs of climate-related disasters. 2024 proved that extreme weather events are no longer distant risks, they are here and reshaping economies. From the rise of catastrophe bonds to the investment opportunities in resilient infrastructure and renewable energy, this episode unpacks how investors can navigate and respond to the economics of a changing climate. LinkedIn · YouTube
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 supported by smart technology? Tune in as Luthando explores how AI is redefining trust, relationships, and the value of financial advice. LinkedIn · YouTube
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 rugby teams make headlines. Trevor also breaks down the latest movements in equity, bond, and commodity markets, with a spotlight on the Fed's potential rate decision and its impact on global financial trends. LinkedIn · YouTube
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 how they align with different investor personalities. The right match between you and your advisor can bring clarity, confidence and long-term success. LinkedIn · YouTube
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 Wall Street’s tech-driven momentum. Plus, we look at the FTSE/JSE All Share Index’s historic run and what lies ahead as investors await critical US inflation and payroll data.
Whether you’re an investor or simply want to stay informed, this episode breaks down the trends and risks you need to watch to navigate today’s uncertain economic landscape. LinkedIn · YouTube
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 headlines, from local enquiries into police corruption to border conflicts in Asia and new defence strategies in the Middle East. Whether you're an investor or just looking to stay informed, this episode breaks down what you need to know to navigate today’s turbulent economic landscape. LinkedIn · YouTube
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 figures, offering expert analysis on what these mean for future rate changes. Stay informed with this comprehensive market wrap and gain a deeper understanding of the forces shaping today's economy. LinkedIn · YouTube
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 for anyone looking to build a robust retirement strategy. Tune in and discover how to stay the course for a financially secure future. LinkedIn · YouTube
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 60 with R3 million, Trevor and Seugnet highlight the importance of patience and long-term investment fundamentals. Tune in and transform your retirement experience. LinkedIn · YouTube
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 impact of market volatility, and the crucial role of equity exposure in retirement planning. Learn about the significant shifts in investor behaviour over the past decade and why staying invested in high equity funds might be more beneficial in the long run. Don't miss this insightful discussion that challenges conventional wisdom on retirement saving strategies. LinkedIn · YouTube
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 potential consequences of the delayed import tax hikes. Tune in to stay informed on the latest market trends and economic developments. LinkedIn · YouTube
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, the fund's impressive returns, and his strategic outlook for the future. Tune in to gain valuable knowledge from one of the industry's leading experts. LinkedIn · YouTube
In this week’s episode, Tumisho Grater provides a comprehensive update on the latest market and economic developments. Tumisho explores the surprising US attacks on Iranian sites and the subsequent reactions from global markets. Despite the heightened geopolitical tensions, oil prices have unexpectedly dipped, leaving investors puzzled. She further analyses the potential impacts on global growth and inflation and discusses the resilience of the US economy amid these challenges. Additionally, hear more about the recent developments in South Africa, including a significant loan from the World Bank aimed at supporting crucial infrastructure reforms. Tune in for an insightful wrap-up of the past week's key events and their implications for the market. LinkedIn · YouTube
Join Trevor Garvin for this week's market and economic wrap, titled: "Markets ignore Trump and Musk feud while Rand continues to rally." In this episode, Trevor discusses the European Central Bank's interest rate cut, US President Donald Trump's call for a significant interest rate cut, the ongoing US-China trade discussions, and the heated feud between Elon Musk and Donald Trump. He also provides insights into key market movements, bond and commodity market updates, and the Rand's performance. Don't miss out on this comprehensive analysis of the latest market trends and economic developments. LinkedIn · YouTube
In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve. LinkedIn · YouTube
In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses and long-term investing. One of his most iconic holdings? Berkshire Hathaway, a position he’s held in the fund for nearly 20 years. Walter shares his journey with Berkshire, why he recently trimmed his stake ahead of the 2025 AGM, and what it was like to witness Warren Buffett’s retirement announcement in person. This is a rare, behind-the-scenes look at a fund manager’s relationship with one of the most legendary companies, and investors, of all time. LinkedIn · YouTube
Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights. LinkedIn · YouTube
This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to maintain diplomatic composure. Additionally, learn more about the South African government's proposal to relax its flagship black empowerment regulations, the impact of President Trump's tax bill on the US dollar and bond markets, as well as Moody's becoming the third of the major rating agencies to strip the US of its triple-A credit rating. Listen to the podcast for more on these and other significant developments and their implications for international relations and global markets. LinkedIn · YouTube
In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring, from navigating retirement, tax and estate planning, to helping you make clear decisions in life’s biggest moments. Whether you’re starting your investment journey or reassessing your long-term goals, this series will help you understand why trusted, credible advice matters – now more than ever. LinkedIn · YouTube
In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how understanding client composure levels can transform communication and decision-making. LinkedIn · YouTube
In this week's market and economic wrap podcast, Trevor Garvin, Head of Multi-Management, discusses significant developments that have impacted global markets, such as the US and China’s tariff cuts and how both countries have agreed to a 90-day pause and substantial tariff reductions, leading to significant gains in equity markets. On the domestic front, the rand strengthened to R18.32 against the US dollar, buoyed by improved global risk sentiment, and financial and industrial stocks surged, with Naspers and Richmont up 5%. Listen now to these and more updates. LinkedIn · YouTube
In our latest podcast, Tumisho Grater, Multi-Management Investment Analyst, shares more insight into the significant economic recalibrations that took place last week. From South Africa's National Treasury withdrawing its planned VAT increase to the US administration softening its stance on tariffs, this episode covers it all. Tune in to understand how these changes impact global and local markets, and what it means for investors. LinkedIn · YouTube
Listen to our latest Market and Economic Wrap podcast with Trevor Garvin, Head of Multi-Management, for the latest market news and developments. This week, hear more about the ongoing political negotiations in South Africa and how the rand and local markets have responded to these events. Trevor also covers President Trump's on and off tariff announcements and their global impact, the subsequent US-China trade war and its escalating tariffs, and more on the roller-coaster equity markets reaching record-high volatility. Tune in now for more details. LinkedIn · YouTube
Following the passing of the South African National Budget by the National Assembly after a heated debate and US President Trump announcing major global tariffs, Trevor Garvin, Head of Multi-Management, is back with another powerful podcast episode to unpack these two significant events. Trevor notes that these events have far-reaching implications for both South Africa and the global economy, and investors should monitor these developments closely while considering the potential impact on the broader economic landscape. Listen to the full episode for all the insights. LinkedIn · YouTube
In our latest podcast with Trevor Garvin, Head of Multi-Management, geopolitics take centre stage with unprecedented global uncertainty and volatility. From the ongoing Ukraine-Russia conflict to the intensified Middle East clashes, political leaders are navigating complex challenges. Domestically, South Africa's political landscape is also active with the ANC under scrutiny for its handling of US relations, and the National Budget also causing market uncertainty as the rand trades weaker and rating agencies increase pressure on fiscal stability. Tune in to this new episode for these and more updates, including insights on US equities, bond market yields and SA industries. LinkedIn · YouTube
In our latest episode of the Nedgroup Investments Insights podcast, Luthando Mzilikazi, Regional Sales Manager for Gauteng, dives into the impact of the recent VAT increase on South African investors. From understanding the direct cost implications to exploring strategies for safeguarding your investments, this episode is packed with actionable insights. Tune in to learn how to adjust your spending, leverage tax-efficient vehicles, and protect your purchasing power during these challenging times. LinkedIn · YouTube
Join Tumisho Grater, Multi-Manager Investment Analyst, in our new podcast episode to hear the latest market and economic updates. This week, the spotlight is on the South African Reserve Bank’s Monetary Policy Committee meeting on 20 March. Will they cut rates or hold steady? Plus, more insights on domestic inflation and growth trends, potential risks to the inflation outlook, the impact of Eskom's electricity tariff hikes, President Trump's trade policies and an analysis of global market reactions and the US economy's potential recession signals. LinkedIn · YouTube
On Wednesday, 12 March 2025, South Africa's Finance Minister delivered the highly anticipated 2025 Budget Speech, unveiling significant changes and proposals that will impact various sectors of the economy. In this podcast, Denver Keswell, Senior Legal Advisor, covers key takeaways and what it all means from a financial planning perspective. From revisiting the taxation of Collective Investment Schemes (CIS) to addressing the cross-border tax treatment of retirement funds, and the revenue generated from Two-Pot Retirement System withdrawals causing concern for the future of South Africans once they reach retirement, Denver highlights several key areas that will reshape our financial planning strategies. Listen to the full podcast for more insights. LinkedIn · YouTube
In this new episode, Trevor Garvin, Head of Multi-Manager, dives straight into the latest global news and market updates. The global stage was shaken as Ukrainian President Zelensky's visit to the White House ended in a public disagreement with US President, Donald Trump, over strategies to address the ongoing conflict with Russia. On the domestic front, all eyes are on the upcoming budget speech, with VAT being a key point of contention among GNU partners. Trevor also covers markets updates such as the rand weakening amidst rising global risk aversion, the JSE All Share Index being hit by lower metal prices, the US's decision to cease non-essential aid to South Africa, the pressure on US stocks, and commodity updates. Tune in to the podcast for all the insights. LinkedIn · YouTube
In the latest episode of the Market & Economic wrap podcast, Trevor Garvin, Head of Multi-Manager, covers the surprising announcement by South Africa’s Finance Minister regarding the delay of the national budget speech to 12 March 2025. Trevor discusses where the delay stems from, the market’s initial reaction to the news and the potential implications and leadership skills required to navigate these challenges. In addition, he provides an overview of global market trends, including strong earnings reports from US tech companies, the easing of inflation fears, and the impact of potential US-Russia negotiations on commodity prices.
Tune in for a comprehensive analysis of these key points and other news, including the performance of domestic equities, European markets, and the Japanese Nikkei, as well as insights from Federal Reserve Chair, Jerome Powell's testimony to the Senate Banking Committee. LinkedIn · YouTube
In this episode, we profile key insights from our recent Global Quarterly Roundup with our global Best of Breed™ managers. As we dive into 2025, we reflect on a year marked by significant events and policy shifts. Our managers discuss the impact of Trump's policies on bond markets, the resilience of the real estate sector, and the economic situation in China. They also share perspectives on tariffs, trade policies, and the importance of a conservative approach to equity investments in the current valuations environment.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q4 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q4 2024 · LinkedIn · YouTube
In this episode of our Local Quarterly Briefing, hosted by Investment Analyst Natalie Helmbold, we reflect on 2024's major events, including Trump's re-election, South Africa's government of national unity, and the surprising US equity market performance. Our fund managers discuss key topics such as US inflation challenges, global interest rate dynamics, the US bond market's reaction to rate cuts, positive prospects for the Chinese market, South Africa's election optimism, and the impact of US inflation and deficits on bond valuations.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q4 2024 Local Quarterly Roundup via the link below. Watch now | Nedgroup Investments Local Quarterly Roundup | Q4 2024 · LinkedIn · YouTube
Join us on the Nedgroup Investments Insights podcast as we celebrate 10 years of Tax-Free Investment (TFI) accounts in South Africa! Hosted by Denver Keswell, Senior Legal Advisor at Nedgroup Investments, this special episode dives deep into the world of tax-free investing. Denver is joined by Multi-Manager Fund Manager, Seugnet de Villiers, to explore the purpose and benefits of TFIs, how to choose the right fund, and why it's never too late to start your investment journey.
Discover how TFIs can help you achieve long-term financial goals, from saving for your child's education to building a robust retirement fund. Learn about the power of compounding, the importance of risk tolerance, and the different types of funds available. Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights to help you make the most of your tax-free investments.
Tune in and take the first step towards a brighter financial future! LinkedIn · YouTube
In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses President Trump’s recent announcement of imposing significant tariffs on Mexico, Canada, and China, and the potential implications for global markets. Discover how these protectionist measures have impacted financial markets worldwide, from the Mexican peso to the Tokyo stock exchange. We also explore the ripple effects on the automotive sector and the broader economic landscape, including US inflation and global trade flows. LinkedIn · YouTube
In our first episode of 2025, we dive into the major events shaping the global landscape, including the swearing-in of Donald Trump as the 47th US President and the temporary ceasefire deal in the Middle East. We also provide insights into the latest trends in global markets and economies, from US labour market data to the performance of the JSE All Share Index.
Join us bi-weekly as we navigate through a year full of surprises, volatility, and opportunities, bringing you the latest market and economic insights. LinkedIn · YouTube
In the final episode of the Nedgroup Investments Market and Economic Wrap for 2024, Tumisho Grater, Multi-Manager Investment Analyst, reviews the financial markets and economic events of the year. She highlights mixed economic data, significant geopolitical events like South Korea’s brief martial law and the fall of the French government, and market movements including the performance of major indices. She also discusses upcoming interest rate decisions by the ECB and the US Federal Reserve, as well as trends in Asian and European markets.
We wish you a happy, healthy, and prosperous 2025. The Market and Economic Wrap will return to air on 21 January 2025. LinkedIn · YouTube
In this episode, Trevor Garvin discusses Trump's cabinet picks, the dropping of charges against him, international conflicts, Storm Bert's impact in Britain, the Springboks' rugby win, Bitcoin's rise, and South Africa's interest rate cut. He highlights the ever-changing market environment and emerging opportunities. LinkedIn · YouTube
Join us for the latest episode of our Global Quarterly Briefing! Investment Analyst Natalie Helmbold takes a deep dive into the key factors influencing global markets in Q3 2024. Hear from an experienced portfolio manager about the recent interest rate cuts and their impact on global bonds. Discover the reasons behind the remarkable rebound in global property and explore the future prospects for emerging market equities. Our global multi-asset manager provides an in-depth analysis of the Japanese markets and the Chinese economy. Finally, our global equity managers share some strategic investment holdings to watch. Don't miss this comprehensive overview of the current financial landscape.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q3 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q3 2024 · LinkedIn · YouTube
In our latest Local Quarterly Briefing, Investment Analyst Natalie Helmbold delved into key insights from our Quarterly Roundup event. She explores the value of South African bonds following the significant post-election rally. We also examine the prospects for both South African and global equities, with an equity manager highlighting some attractive South African companies. Finally, we turn our attention to the Chinese economy and the recent $1.4 trillion stimulus packed announced by the Chinese government.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q3 2024 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q3 2024 · LinkedIn · YouTube
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. LinkedIn · YouTube
In this episode, Tumisho Grater, Multi-Manager Investment Analyst, provides an insightful recap of the recent Medium-Term Budget Policy Statement (MTBPS) presented by the finance minister. Tumisho discusses the fiscal outlook, highlighting the unexpected downward revisions to revenue estimates and the challenges faced by the National Treasury in containing expenditure growth. The episode delves into the market reactions, including movement in the rand and bond yields, and outlines key takeaways from the MTBPS on both the revenue and expenditure sides. Tune in to understand the implications of the MTBPS on South Africa's economic landscape and what it means for the future. LinkedIn · YouTube
In this episode of the market & economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses the challenges facing South Africa's Finance Minister ahead of the Medium-Term Budget Policy Statement (MTBPS). He covers the rand's performance against the US dollar, recent movements in global stock markets, fluctuations in Brent crude oil and precious metals prices, and South Africa's inflation trends and forecasts. The episode also includes projections for the upcoming budget, touching on tax revenue, public sector wages, and debt service costs, and concludes with a hopeful outlook for continued positive investor sentiment. LinkedIn · YouTube
In this episode, Tumi Grater and Nic Andrew explore “Advisors’ Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind. LinkedIn · YouTube
In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses the recent record highs in the US stock market, driven by stable inflation and positive earnings reports from major banks. The episode also covers global market movements, China’s economic measures, ongoing trade tariffs, expectations for another European Central Bank interest rate cut, and the creation of the National Transmission Company of SA. It concludes with a tribute to the late Dr. Tito Mboweni, highlighting his contributions to South African economic policy. LinkedIn · YouTube
In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioral tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions. LinkedIn · YouTube
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses South Africa's Government of National Unity (GNU) reaching its 100-day milestone, with positive market reactions such as the JSE hitting all-time highs and the Rand strengthening. He also covers municipal challenges, global events like the US Vice Presidential debate, and the Springbok rugby team's victory. Market updates include record highs for the JSE, US, and European stocks, a drop in Brent crude oil prices, and a new high for gold. The episode concludes with China's significant stimulus package and its potential global impact. LinkedIn · YouTube
In this episode of the Nedgroup Investments Multi-Manager Market and Economic Wrap, Trevor Garvin, Head of Multi-Management, discusses the recent interest rate cuts by the South African Reserve Bank (SARB) and the US Federal Reserve. Titled "Interest Rate Cutting Cycle Starts in Earnest", the episode covers the SARB's decision to reduce South Africa's interest rates by 25 basis points, marking the first change since May 2023. Trevor explains the context of lower inflation and global central bank moves, particularly the US Fed's 50 basis point cut. He also delves into the implications for South Africa's economy, including inflation forecasts, economic growth projections, and the potential impact on the rand and equity markets.
Tune in to understand the beginning of this new economic cycle and its potential benefits for future market returns. LinkedIn · YouTube
In this episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments discusses recent market volatility and its impact on various indices. The episode, titled "Wake me up when September ends," covers significant losses in the S&P 500, Nasdaq Composite, and Dow Jones, as well as the decline of the JSE All-Share Index due to fears of a slowing labor market. Tumisho also explores the "September Effect" and provides insights into global economic data, including the US jobs report and inflation rates in China.
Tune in to understand current market trends and economic indicators. LinkedIn · YouTube
In this episode, Trevor Garvin Head of Multi-Manager at Nedgroup Investments provides a comprehensive market and economic wrap. Key topics include Floyd Shivambu’s departure from the EFF and its political implications, the Springboks’ rugby triumphs, and significant movements in currency and stock markets. Trevor also discusses the anticipated US rate cut, its impact on global markets, and the positive outlook for South African inflation and interest rates. Tune in for an insightful analysis of current economic trends and their potential effects on investments. LinkedIn · YouTube
Unveiling the intricacies of South Africa's economy, in the second part of our Investment Insights podcast, Senior Investment Analyst, Anil Jugmohan and Portfolio Manager, Rashaad Tayob from Foord Asset management discuss the nation's fiscal health, investment opportunities within equities and bonds, and the global gold market dynamics. LinkedIn · YouTube
In our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape. LinkedIn · YouTube
In this episode of the Market and Economic Wrap titled, “Markets exercise caution ahead of key economic data”, Tumisho Grater, Multi-Manager Investment Analyst, discusses the recent market volatility triggered by weak US labour market data and the Bank of Japan’s interest rate hike. In addition, we also hear more about global market performance and the impact, corporate earnings of major companies, commodities and US equities.
Tune in for more insights on how these developments could shape the economic landscape. LinkedIn · YouTube
In our latest Global Quarterly Briefing, Andile Hlanti, Investment Analyst, unpacks the steady macroeconomic climate of Q2 2024, explores the nuanced bond market, and deciphers the equity and real estate sectors with our global Best of Breed™ portfolio managers.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q2 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q2 2024 · LinkedIn · YouTube
In our latest Local Quarterly Briefing, Andile Hlanti, Investment Analyst, explores key insights from our Quarterly Roundup event, following the end of the second quarter. In this episode we hear from our Best of Breed™ portfolio managers who share their insights on China's market, fixed income forecasts, and the strategies they are exploring post the South African national elections earlier this year.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more.
Watch the full episode from our Q2 2024 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q2 2024 · LinkedIn · YouTube
In this episode of Market and Economic wrap podcast, Trevor Garvin discusses South Africa’s performance in the Paris 2024 Olympics, the impact of recent weather conditions in South Africa, and significant political events such as Joe Biden’s withdrawal from the 2024 US presidential elections. LinkedIn · YouTube
In this episode of the Market & economic wrap titled "Rand knocked off its pedestal as dollar rises on possible Trump presidency". Multi-manager Investment Analyst, Tumisho Grate discusses the impact of political events in the United Stated on the South Africa Rand and global markets. We delve into the economic implications of a potential second term for Donald Trump as president of the United States.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit our website to learn more. LinkedIn · Website · YouTube
How can you get ready for the future in a changing world? In our new podcast Nic Andrew, Executive Head of Nedgroup Investments talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It’s a fresh view on the forces that shape our world every day. If you would like more detail on the dangers of short-term forecasts, listen here. · Download our 2023 Responsible Investment Report. · For more Investment Insights with Nic Andrew, listen to the podcast: The ABCs of not meeting your investment goals · LinkedIn · YouTube
This podcast, hosted by Trevor Garvin from Nedgroup Investments Multi-Manager, provides a comprehensive market and economic wrap titled “Political changes sweep across the globe. Finally, the SA cabinet is announced.” The episode covers significant political shifts in South Africa, Europe, the US, and the UK. It also discusses the performance of various sports teams and gives an update on the financial markets, including currency fluctuations and equity movements. The podcast concludes with a look at the oil prices and a preview of the upcoming weeks. It’s a one-stop source for global political, sports, and financial news. LinkedIn · YouTube
South Africa’s Government of National Unity has sparked optimism, driving a 3.5% surge in the JSE, with good performance from retailers and the financial sector. The rand strengthened, signaling potential net foreign buying. Globally, tensions persist between China and the world, impacting European stocks. In the US, Nvidia’s AI-related surge led to a record high for the S&P 500. Local inflation and retail sales data are due, and investors await the Bank of England’s policy rate decision. Follow us on LinkedIn · Subscribe to our YouTube channel
In our latest Investment Insights podcast, Mohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, following Steve's recent research trip. They also discuss the effects of the unforeseen events that have happened over the last few years on China, and more about how the Nedgroup Investments Opportunity Fund leverages investment ideas from global markets. Our Flagship Fund Range · Follow us on LinkedIn · YouTube
In this episode, we explore critical developments shaping South Africa’s economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ruling African National Congress (ANC) losing its 30-year parliamentary majority. Coalition negotiations are underway, impacting the SA Rand, economic growth, and market sentiment.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. LinkedIn · Website · YouTube
In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset fixed income portfolios. Plus, discover why our global equity manager is optimistic about a leading insurance broker. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q1 2024 · LinkedIn · YouTube
In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager favors European equities over US equities. Plus, join the discussion on the promising prospects of the commodity sector for 2024. Get an update on local markets in this short podcast hosted by Investment Analyst, Andile Hlanti.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q1 2024 · LinkedIn · YouTube
Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment.
The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com for more information. Learn more about our Flagship Fund Range · Stay up to date, follow us on LinkedIn. · YouTube
In this podcast, we explore the impact of President Cyril Ramaphosa’s recent signing of the National Health Insurance (NHI) Bill on citizens and investors. The NHI implementation challenges, funding constraints, and potential economic consequences are analyzed. Shifting our focus to the US, we discuss President Joe Biden’s tariffs, inflation data, and their influence on the economic landscape.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com. LinkedIn · YouTube
In the latest bi-weekly episode of our Market and Economic Wrap titled, “Entering the home stretch for SA elections”, Trevor Garvin, Head of Multi-Management, discusses the upcoming South African elections, global conflicts and market trends.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
In this bi-weekly episode of our market and economic wrap, Tumisho Grater from Nedgroup Investments, Multi-Management, delves into the latest economic developments in South Africa and the broader global context.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
While we spend a lot of time talking about what we should do to cultivate healthy financial behaviour, there are also a few crucial things that we shouldn’tdo. Nic Andrew, Executive Head of Nedgroup Investments highlights the top 3 things to avoid to improve your long-term financial outcomes.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
In this bi-weekly episode of our market and economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, discusses the dramatic events that unfolded in the Western Cape. Amid relentless rain and fierce winds, the Western Cape faced its greatest trial. Beyond the storms, the ex-Speaker of South Africa's parliament grappled with personal battles, revealing unexpected alliances and resilience. Tune in to this episode, where rain-soaked streets intersect with political intrigue, and humanity fights back against both natural and man-made adversities.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
Join Trevor Garvin from Nedgroup Investments Multi-Manager for a comprehensive analysis of the latest market dynamics and economic developments. This episode, titled “Tragic End to Steinhoff Saga,” delves into the dramatic conclusion of a corporate scandal, the ongoing water crisis in Johannesburg, political corruption probes, and the global impact of election outcomes and terror attacks. Plus, get insights on the latest inflation trends, interest rate decisions, and stock market performances that are shaping the financial landscape. Tune in for an informative session on the forces driving change in your world.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
Mohini Naidoo, Senior Investment Analyst, engages in a thought-provoking discussion with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund. Together, they delve into the intricacies of achieving dual investment objectives in multi-asset funds, adapting investment strategies to evolving global economic landscapes and navigating the investment implications of political events and policy proposals. Tune in to hear expert perspectives that can inform your investment decisions in today’s dynamic environment. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com
Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks associated with income funds and what investors can do to compensate for them. Tune in to this insightful podcast to learn and hear more about how Abax Investments’ portfolio management strategy for the Flexible Income Fund has enabled the fund to deliver consistent returns.
The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com
In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed Chair, Jerome Powell, and its effects on global markets. The discussion includes insights on the anticipation of interest rate cuts, the impact on emerging market assets, and the strengthening of the rand against the US dollar. Tumisho also speaks about China’s economic stimulus plans, South Africa’s economic performance and the movements in equity markets, including the record highs in the US and the mixed results in Europe and Asia. Looking forward, the focus shifts to local manufacturing and mining production, as well as international inflation rates and their influence on future monetary policies. Tune in for a comprehensive analysis of these financial developments and their implications for investors.To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a deep dive into major global property themes and how they are likely to play out. Tune in tothis insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com
Our latest Market and Economic wrap podcast is titled, "Rand weakens after Finance Minister taps into Foreign Exchange Reserves", is brought to by Head of Multi-Management, Trevor Garvin. You can look forward to highlights from the Finance Minister’s recent budget statement which revealed a narrower deficit and lower debt stock, implications for personal income tax, alcohol and tobacco, an update regarding the two-pot retirement system set to start in September and insights regarding South Africa's unemployment.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook from a multi-asset portfolio manager and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and examine the diverging economies of Japan and China. We conclude by discussing the geopolitical risks of 2024 and their implications for your portfolio.To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana on Wednesday, 21 February 2024.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-Manager Investment Analyst, Tumisho Grater. You can expect insights on the economic developments that have been making the rounds, the S&P 500’s latest milestone and other global market news, as well as highlights from President Ramaphosa’s SONA and what we can expect from the upcoming Budget Speech next week. Listen now.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Manager, Trevor Garvin, shares a timely update on recent local and global news - ranging from tennis triumphs at the Australian Open, judicial decisions at the International Court of Justice, economic indicators pointing towards potential interest rate cuts and the upcoming State of the Nation address.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Listen to this insightful podcast by Multi-Manager Investment Analyst, Seugnet de Villiers, or read the article here.
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these played out through the year makes it clear why he holds this view. Join us for afascinating discussion as we unpack the shocks of 2023 and discuss what one can do to prepare for the year ahead, instead of relying on the crystal ball. Resources: 2023: The Year in Charts - Charlie Bilello's Blog
To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect insights on key economic signals from the USA, inflation trends and which economic and geopolitical topics are on top of the agenda for the World Economic Forum gathering in Davos.To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “A bumper week for central banks will put rate-cut expectations to the test.”
To learn more about Nedgroup Investments, visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Logistics chaos adds to government woes.”
For more on Nedgroup Investments visit: nedgroupinvestments.com
In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We explore the challenges global corporates are facing and how to identify resilient ones. We conclude with an in-depth analysis of key global property trends and their potential impact in 2024.For more on Nedgroup Investments visit: nedgroupinvestments.com
In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China. We conclude with a market outlook from a multi-asset portfolio manager.
For more on Nedgroup Investments visit: nedgroupinvestments.com
In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the influence rugby has played in shaping the history of South Africa. He draws comparison to some crucial themes in the asset management industry and the characteristics required to deliver consistently for clients over the long term. Finally, he shares his views on the most important trends to watch in 2024.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “The rand falls on Powell’s hawkish cues, while the dollar stands tall.”
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Bok victory brings joy amidst Middle East crises.”
The implementation of the two-pot retirement system has beenpostponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in the retirement industry.
For more on Nedgroup Investments, visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Middle east crisis will have global ramifications.”
For more on Nedgroup Investments visit: nedgroupinvestments.com
In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. this week’s instalment is titled “Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry.”
For more on Nedgroup Investments visit: nedgroupinvestments.com
In this episode we chat with David Levinson, our Head ofResponsible Investment, on some of the major themes
currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript.
This week’s instalment is titled “Central banks,inflation and rate announcement – a big week ahead.”
In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate finance on the continent. They share their journey up to now, the opportunities available to investors, and their belief that conservation finance can deliver returns while contributing positively to the biodiversity crisis.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “National Treasury warns of impending debt crisis.”
For more on Nedgroup Investments visit: nedgroupinvestments.co.za
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “SA looks to strengthen strategic ties, BRIC by BRIC.”.
For more on Nedgroup Investments visit: nedgroupinvestments.com
In this episode we are joined by Senior Legal Advisor, Denver Keswell to discuss the recent update to the draft proposal of the two-pot system.
For on Nedgroup Investments visit: nedgroupinvestments.com
In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil emerging opportunities, while the escalating momentum of BRICS takes center stage, prompting us to consider its influence on the global currency landscape. Wrapping up, we provide a panoramic outlook for the remainder of the year.
Stay informed and ahead of the curve as we navigate these dynamic economic waters together.
In this episode we welcome back the Head of Nedgroup Investments – Nic Andrew to chat to us about his recent presentation at our annual Global Summit in London, where he shared intriguing insights on investment trends from the past two decades and their implications for the future.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Iranian President attending BRICS summit causes Anti-West stir.”
For more on Nedgroup Investments visir: nedgroupinvestments.com
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?”
For more on Nedgroup Investments visit: nedgroupinvestements.com
The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation and why he thinks the labour market forces are likely to continue to exasperate the inflation problem.
For more on Nedgroup Investments, visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions."
For more on Nedgroup Investments visit: nedgroupinvestments.com
Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what he thinks is in store for fixedincome investing.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund Manager of the Nedgroup Investments Global Property Fund to discuss the opportunity set in global listed property and his views on the outlook for the sector.
For more about Nedgroup Investments, visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Global markets once again rattled by inflation and growth concern”.
For more on Nedgroup Investments visit: nedgroupinvestments.com
The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods. Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be willing to accept some short term volatility in order to achieve this.
For more on Nedgroup Investments, visit: nedgroupinvestments.com
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into the power of centuries-old brands.
For more on Nedgroup Investments visit: nedgroupinvestments.com
In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc. amidst volatile currency moves.
For more on Nedgroup Investments visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Will the Fed hit the pause button?”
For more on Nedgroup Investments visit: nedgroupinvestments.com
Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we delve into how Meta and Amazon can win from the ChatGPT craze, what is a “hallucination”, how specialised contact lenses correct myopia in children, making money from travel reverting to normalised levels and how infrastructure serving the auto industry is evolving with increased EV adoption.
For more on Nedgroup Investments, visit: nedgroupinvestments.com
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on Covid winners that have flopped in recent times, how the investing environment has transformed with higher interest rates, why innovative companies with strong cash generation, in-demand products, pricing power and recurring revenues are ideal investments, and why Meta’s stock price has doubled this year.
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”.
For more information about Nedgroup Investments visit: nedgroupinvestments.com
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Russian arms debacle plunges Rand”.
For more on Nedgroup Investments visit: nedgroupinvestments.com
We continue the conversation with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund, as the power crises rages on. Dwayne provides us with an on-the-ground update on the local investing landscape and how the team at Laurium Capital are navigating through this tough period.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com
In this fast-paced episode with Michael Mortimore from NS Partners, we discuss the evolution of globalisation, developmental risks in China, India and Brazil, alien semiconductor technology, million-mile electric vehicle batteries and more.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Markets on tenterhooks as investors brace themselves for the latest US Fed policy announcement”.
In this episode we chat with Candice Stevens of the Sustainable Finance Coalition, covering global frameworks and targets, to the opportunities that present themselves as the world looks to bend the curve on biodiversity loss.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “A short respite from global market nervousness”
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “The rand cheers an unexpected 50 basis point hike, as the SARB tightens the screws on increased inflation expectations”.
For more on Nedgroup Investments visit: Individual Investor (nedgroupinvestments.co.za)
We chat with David Levinson, our Head of Responsible Investment, on our latest responsible investment report. Alongside discussing the report’s findings, we are reminded of the team’s 2030 Sustainability Focus Areas.
For more information: Individual Investor (nedgroupinvestments.co.za)
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled - “Silicon Valley Bank collapse causes global jitters?”.
For more information on Nedgroup Investments: Individual Investor (nedgroupinvestments.co.za)
With local economic sentiment continuing to deteriorate against the backdrop of the worst loadshedding on record, and hampered by crumbling infrastructure and slow economic reform, many investors might question the case for local equities. In this episode of Top 10 in 10, we discuss the perception versus the reality of SA equities with Dwayne Dippenaar of Laurium Capital.
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Will Dr. Ramokgopa be the flicker of hope in Eskom’s darkness?”.
For more information: Individual Investor (nedgroupinvestments.co.za)
This quarter Nic Andrew, Executive Head of Nedgroup Investments, joins us in the studio to chat about Chat GPT and what it means for our future.
For more about us, visit: Individual Investor (nedgroupinvestments.co.za)
We welcome back Denver Keswell -Senior Legal Advisor at Nedgroup Investments, to share further commentary on the 2023 Budget Speech. This time he shares an update on the Two Pot Retirement System: How it will work, and what it means for savings in SA.
With all the talk at the moment being around the 2023 Budget Speech. We sit down with Denver Keswell, Senior Legal Advisor at Nedgroup Investments to share his overall thoughts on this year’s budget.
For more on the Budget Speech 2023 visit: Budget 2023 – key take-outs for financial planning (nedgroupinvestments.co.za)
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Any surprises in this year’s Budget speech?”.
In this podcast we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to chat about two investment products that help investors with tax liabilities: retirement annuities and tax-free investments.
For more information: Retirement Annuities (nedgroupinvestments.co.za) vs. Tax-free investments (nedgroupinvestments.co.za)
In this episode we welcome Tracy Jenkins - investment analyst at Nedgroup Investments to talk about some ground-breaking research into Sequence of Returns Risk that she conducted. Tracy has spent months looking into this and has debunked the idea that Sequence of Returns Risk is the most important risk for retirees to mitigate. Instead, she says, its overall returns that matter and that involved staying the course when it comes to staying invested in the long-term.
For more information: The secret about sequence of returns (nedgroupinvestments.co.za)
Amid a seemingly worsening power crises and stagnant economic growth, we discuss three attractive investments within the Nedgroup Investments SA Equity Fund that have positive tailwinds behind them with co-portfolio manager Junaid Bray.
For more information visit: Individual Investor (nedgroupinvestments.co.za)
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Possibility of further rate hikes, rattles investors”.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our Global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Inflation and the year ahead.”.
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Stocks lifted by hopes that global central banks may take their foot off the accelerator”.
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment - “Big day for SA president”.
Nedgroup Investments Multi-Manager brings you breaking news commentary on the next steps of the Phala Phala report.
Nedgroup Investments Multi-Manager brings you a bi-weekly series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment - “Eskom facing continued hurdles.”
We revisit Naspers and Prosus, which found some relief following the share buyback announcement earlier in the year, but has more recently come under renewed pressure. We discuss these recent developments with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund.
Nedgroup Investments Multi-Manager brings you a bi-weekly series of Whatsapp voice notes, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “The rand stands tall as US inflation spurs risk appetite.”
In this episode we welcome back Nic Andrew off the back of his latest quarterly message to investors which focused on the importance of understanding the role that your investment personality can play on your investment decisions – and how you can implement practical tips to lead to better investment behaviour.
In the final instalment of the Global Perspectives we sit down with Tony Cousins from Pyrford International.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
Trevor Garvin from Nedgroup Investments Multi-Manager shares the latest instalment of your market and economic wrap - "SA Finance Minister delivers on budget statement”
In part 2 of the Global Perspectives we sit down with Andy Headly from NS Partners as he shares his insights on The Global Equity Fund and Veritas Asset Management.
In the forth and final episode of our Money Market Series - in which we unpack the money market fund industry. We welcome Ray Wallace to delve into the asset management aspect of money market funds.
We welcome back Rob Johnson, Head of Investments at Nedgroup Investments back on the podcast – this time to talk to us about some of the implications of the increased global investment allowances and why global bonds might be an attractive option for investors in the current environment.
In part 1 of the Global Perspectives we sit down with Tim Bray from NS Partners to hear his insights on the current State of Emerging Markets.
We welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments to chat about the impact of tax on one’s retirement savings.
We continue the series to empower new investors with the hope to answer the most frequently asked questions. Mohini Naidoo, Investment Analyst from Best of Breed joins us again to chat about a fundamental step in investing, which is setting up SMART goals.
We sit down with Philip Liebenberg to discuss the outlook for yields on local and global fixed income securities.
In the third instalment of the Money Market series Sean Segar talks us through the how Money Market funds fit in the income fund spectrum. Sharing the difference between a money market funds versus an income fund?
For more information: Cash Solutions (nedgroupinvestments.co.za)
We welcome Mohini Naidoo, Investment Analyst from Best of Breed to chat to us about one of the most famously used terms in finance and investing – Inflation.
In this episode we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments. We chat about retirement and in particular, questions you should be asking yourself when you’re approaching retirement.
In this episode, we catch up again with Dave Foord, Founder and CIO of Foord Asset Management. Dave comments on the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines they have had to navigate since inception and how his early investment experience benefitted him in doing so. He also discusses how volatility creates opportunities to invest, the importance of skillful asset allocation, optimal diversification and stewardship in generating inflation beating returns while protecting investor’s capital.
One of the most common things that get in the way of achieving financial freedom is avoiding debt, this is why we have invited Mohini Naidoo, Investment Analyst back. Mohini shares tips on how we can avoid the debt trap.
Will MTN or Vodacom dominate the telco industry in years to come? Dwayne Dipinaar discusses the investment outlook for the sector in a post Spectrum world with Doug Nicol.
In this episode we welcome come back Sean Segar – co-head of Nedgroup Investments Cash Solutions and in part 2 we get a bit more technical. Sean shares details about how money market funds work, whether it's complicated and some examples.
For more information visit: Cash Solutions (nedgroupinvestments.co.za)
When is the best time to start saving? In this episode we welcome Best of Breed Investment Analyst - Mohini Naidoo to answer this question and share her insights.
For more information visit: New to investing (nedgroupinvestments.co.za)
We bring you a series of podcasts about the Money Market Fund industry in South Africa. Sean Segar, Head of Product: Cash Solutions at Nedgroup Investments shares the intrinsic details of Money Market Funds: what they are, how they work and when to use them. Money market funds are not well understood so let us demystify the Money Market world for you.
In this episode Denver Keswell, Senior legal advisor at Nedgroup Investments chats to us about the recent proposal made by The South African government of a 2-pot retirement system which would allow one to access some of their retirement funds prior to retiring.
Nic Andrew, Head of Nedgroup Investments, talks about where the real opportunities for financial advisors to add value lies – and specifically, why this value-add is often inadequately quantified, misunderstood, miscommunicated. We also discuss how advisors and investors can address this for their mutual benefit.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)
Dwayne Dipenaar co-Portfolio manager of the Negroup Investments SA Equity Funds, breaks down the Naspers/Prosus share repurchase program and what it means for investors.
Discussing the nuances of an investment in Sasol and Glencore, while local banks see signs of an improving economy.
Can you beat inflation in a money market fund?
Ray Wallace sits down with us to discuss the outlook for interest rates, inflation and liquidity conditions for our suite of cash solution funds.
For many people, thinking about retirement brings up feelings of intense anxiety and even fear. What if I make a mistake? What if I run out of money? Will I be able to leave a legacy for my family? These and many other concerns eat away at any excitement about this much anticipated life event. In this podcast we are joined by Quaniet Richards, Head of Institutional at Nedgroup Investments who sheds some light on the main concerns for people in the years leading to retirement – and his top 5 tips to setting yourself up for a successful retirement.
This Top 10 in 10 explores the potential impact of a recession on commodity prices and the investment outlook for Mondi Group and Medi Clinic.
This quarter, Nic Andrew, Executive Head: Nedgroup Investments unpacks the recent change in offshore limits and the implications that investors and fund managers will need to consider.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.
To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com
We welcome Amy Jansen, Head of Behavioural Solutions at Nedgroup Investments to share insights with us about how financial advisors can and should adapt the way they communicate with and present information to their clients based on certain personality archetypes.
In this episode we welcomed Robin Johnson back to share further detail about a concept mentioned in the previous episode around boutique asset managers. What do we mean when we say ‘boutique’ and what exactly is the boutique advantage?
There's lots to be positive about in SA equity markets. This is the launch of a new Podcast Series for the Nedgroup Investment SA Equity Fund which will cover topical content in SA equity markets. Episodes of the podcast will be uploaded on the 10th of every month.
In our first re-imagined podcast episode we introduced the concept of Best of Breed – the investment philosophy that drives the Nedgroup Investments Fund Manager selection process. This episode goes a step further and discusses exactly what the Nedgroup Investment team looks for when identifying stand-out investment managers.
Inflation, central bank rate hikes, the ZAR and local bond yields. After a challenging start to the year in fixed income markets, Philip Liebenberg discusses these topical issues in a recent podcast to uncover some of the global risks and opportunities facing income investors over 2022.
In this episode we chat with Dave Foord, highly experienced and widely respected portfolio manager and founder of Foord Asset Management. We probe into Dave’s wealth of experience about portfolio management, risk management, managing exposure around the world as well as his thoughts on the most critical existing or potential challenges for portfolio managers in the near future.
For more information: https://www.nedgroupinvestments.co.za/content/NGISingleSiteContent/Local/Individual-Investor.html
In this episode we chat with Romy Chevallier, a policy researcher at the South African Institute of International Affairs, who offers a behind-the-scenes insight into COP26, and what may unravel as we head toward the next meeting in Egypt. Romy is a specialist on the entire value chain of climate change, from the science to mitigation strategies, national policy development and international diplomacy.
For more information: Individual Investor (nedgroupinvestments.co.za)
This episode we are joined by Denver Keswell, Senior Legal advisor at Nedgroup Investments. Denver is passionate about encouraging investors to harness the incredible power of tax-free investing and in this episode he tells us why, using some practical tips and examples.
References from the episode:
-
The power on compounding
-
Choosing the right fund
-
Start online now
For more information, visit: Tax-free investments (nedgroupinvestments.co.za)
In this episode we chat to Nic Andrew, Executive Head of Nedgroup Investments about simple, practical habits we can learn from the world’s best investors – and why the effects of these tips won’t be limited to investments. We explore the power of emotions when it comes to investments and how ordinary people can master their impulses in the face of a chaotic world.
For more information read:
- Lesson #3: Don’t be a fool
Follow us on:
- YouTube: https://www.youtube.com/channel/UC7yKhnv_Gh_SyXtoPfFOdRg
- LinkedIn: https://www.linkedin.com/company/nedgroup-investments/
- FB: https://www.facebook.com/NedgroupInvestments/
- Twitter: https://twitter.com/NedgroupInvest
NOTE:
- Past performance is not indicative of future performance,
- The value of units may go up and down,
- Collective investments are generally medium to long term Investments
- No guarantee is provided with respect to return of the of a portfolio
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
In the final edition of the Balanced Perspective for 2021, we will revisit some of the more persistent themes discussed throughout the year and how they may come to shape 2022. Most notably, Iain shares his thoughts on global asset valuations and how unprecedented government stimulus could affect post-pandemic market returns.
If 2020 felt like the world’s down-the-rabbit-hole year, then 2021 was its re-emergence.
It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index.
Can this trend continue over the next 15 years?
During this 15-min discussion, Mohini Naidoo and Steven Romick discuss:
Where valuations of US and International markets stand today
How Steven and his team have attempted to take advantage of the current valuation environment
Examples of compelling international investments and how they compare to their US counterparts.
Mazi Asset Management Founder and CEO, Malungelo Zilimbola, explains why his firm is positive on the outlook for SA equities.
We delve into what it takes to be a recognised as a GOAT (Greatest of All Time) with 4x World Downhill Mountain Biking Champion, Greg Minnaar.
South African author, academic and political scientist, Professor William Gumede, School of Governance, WITS University, gives his insight into the ethical and moral leadership within the SA political landscape.
We all want the best for our children, and investing from an early stage and teaching them good financial habits can help us achieve this.
Mary J Fourie - Life Style Financial Planner, Coach and Facilitator and Seugnet de Villiers, Investment Analyst at Nedgroup Investments hosted by Ondela Mlandu share their sound advice on how to make the gift of a good financial start for your child, a reality.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to reflect on some of the key lessons he learnt while managing the fund over the past decade.
The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.
With global equity and fixed income markets priced at historically high valuations after the Fed and other central banks pumped significant levels of liquidity into financial markets in response to the Covid-19 pandemic, will we see a repeat of the Taper Tantrum as central banks begin tapering discussions again?
During this 15-min discussion, Tony Cousins and Douglas Nicol aim to tackled:
• Market expectations for central bank tapering programs
• Potential risks that could alter these tapering plans
• Most vulnerable global asset classes and regions
Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners
Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.
David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments.
Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments.
Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers
Editor-at-large and columnist Peter Bruce gives insight into the country’s political environment
Behavioural economist, Amy Jansen, provides insights on how to navigate “stressed” clients.
We discuss the importance of corporate citizenship to investors, as we also saw during the height of the Covid-19 pandemic and July lootings. Iain will also give his thoughts on the risks vs. rewards of remaining in China, is it worth the toll?
An introduction into Private Equity Max Ramirez, Partner, Alternative Capital Markets & and Infrastructure
Nedbank Chief Economist Nicky Weimar delves into five key factors that will drive economies over the next year
Life coach and mentor, Shannon Pam sheds light on managing one’s “inner self” during abnormal times.
We investigate the growing importance of sustainable investments to ensure our environment’s future.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
In this edition of the Balanced Perspective, Iain gives his thoughts on the investment impact of the recent looting and how this may have affected SA’s economic prospects. We also reflected on recent events and gain a deeper appreciation of who the odds favour in the battle of Good versus Bad versus Ugly.
Some are calling events over the last week, democratic South Africa’s “darkest hour". South Africans and the world watched in disbelief as socio-economic and political tensions boiled over. Was the violence, looting and rioting a result of spontaneous acts or something more orchestrated? What does this mean for the people of South Africa and for SA Inc.? Watch Editor-at-large and columnist Peter Bruce, as he discusses the state of South Africa.
In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of both the global and local markets’ response to the phenomenon.
At our last international investing event, we discussed the what, how and why of international investing. Now, we would like to take that one step further and unpack how international investments can fit into your life in every stage. Whether you are starting out in your career, starting a family, saving for a big goal or preparing for life in retirement, we will show you how to make the most of the international portion of your investments. You will hear real-life examples for each of these life-stages and leave with simple, actionable next steps as to how to apply this to your life.
Murray Winkler and Dwayne Dippenaar, Fund Managers of the Nedgroup Investments SA Equity Fund discuss their global economic outlook, how this compares to the South African economic outlook and where they see value in SA equities.
We talk to Dave Foord about what are the most important factors to be considered about the post-pandemic world and how it may impact various global and local asset classes.
Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and the implications for the financial markets.
Tracey Davies, the Executive Director of Just Share, a voice for shareholder activism in South Africa, discusses gender and pay inequality in South Africa.
Fadzi Whande, the Diversity and Inclusion Strategist for the United Nations, shares her insights into why diversity does not always result in inclusion.
David Levinson, Senior Investment Analyst at Nedgroup Investments, shares some initial findings from the Nedgroup Responsible Investment Research Report for 2021 with a focus on what local and global asset managers are doing in terms of diversity and inclusion both in their own companies and those that they invest in.
Since the end of 2017, South Africa’s listed property sector has experienced extreme levels of income and capital volatility. 2020 was no exception, but although some uncertainty remains, the sector does appear to be through the worst of it.
Join this conversation with Ian Anderson, portfolio manager of the Nedgroup Investments Property Fund, as we discuss how the pandemic has accelerated disruption in real estate, how the SA listed property sector has been impacted and what it means for the medium-term. Ian will also review the performance of the Fund and how it is positioned to take advantage of this evolution
With a ramp up in climate regulation imminent, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, discusses which sector’s stand to benefit, and importantly, those that will need to pivot to get on course with the greener roadmap. This will inform how a portfolio should be positioned for this future scenario.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com.
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an overview of the Fund’s performance and positioning as well as how capital has been preserved in the portfolio.
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian provides an update of the portfolio’s performance over the quarter and some of the drivers of performance. He will also share insights into where the team is finding value and how they have positioned the Fund for permanent impairment of capital if there are further market downturns, while still participating in market upside to deliver on the Fund’s growth objectives through a full market cycle.
Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an update of the portfolio’s performance over the quarter and the medium-term outlook for emerging markets.
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Julian provides an update of the portfolio’s performance and positioning in Q1, how REITs are positioned in the context of potentially increasing interest rates and the market outlook for 2021.
Andrew Headley is a Portfolio Manager at Veritas Asset Management, the managers of the Nedgroup Investments Global Equity Fund. Andrew provides an overview of the Fund’s performance and the impact that interest rates are having on markets.
Jeremy Lang is a Portfolio Manager at Ardevora Asset management, the managers of the Nedgroup Investments Global Behavioural Fund. Jeremy provides insight into their unique investment process and provides an overview of the Fund’s performance.
Anthony Sedgwick is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Rainmaker and Entrepreneur Funds. Anthony discusses whether there is still value in the market.
Saul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund. Saul discusses the Fund’s performance, its positioning going forward and why US inflation matters.
Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fund’s performance, its positioning going forward and why there are still opportunities in the market.
Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to protect capital over a rolling 1 year. Nick discusses how to achieve stability through divergent inflation scenarios.
Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. The Fund is a low-risk fund for investors with a very low risk tolerance who can’t sustain a drawdown in their fund over 1-3 months. Sharika discusses how she managed and positioned the Core Income Fund during 2020 to outperform cash.
Philip Liebenberg is a portfolio Manager at Abax Investments, the manager of the Nedgroup Investments Flexible Income Fund. Philip takes us through some of his strategies to manage the risks in the markets and how the Fund is positioned to outperform cash.
Steve Romick and Brian Selmo, co-portfolios managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the fund in a continually changing landscape and what it means to be a contrarian value investor in today’s fast-paced environment.
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and practical steps you can follow to take your money offshore.
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, and how this has ramifications not just for US assets but for emerging markets and their currencies, as well.
Trudi Makhaya provides an update on the status of the government’s implementation plans to tackle the economy in a post-COVID world.
William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.
Professor Greg Davies from Oxford Risk discusses the South African investing personalities revealed from the recent Nedgroup Investments Behavioural Survey, and how to identify and harness certain personality traits that investors portray.
Professor Paul Dolan, a renowned global expert in behavioural science and happiness, is the head of Behavioural Sciences at the London School of Economics. He explores how science can help us to get the most happiness from our investments and not just the most money.
Nicky Weimar, the Chief Economist for Nedbank, provides insights into job creation and unemployment in South Africa, and the five steps that can be taken to address the current unemployment rate of 32%.
Neville Chester, Portfolio Manager at Coronation Fund Managers, discusses whether we should be taking our money offshore via Rand hedge stocks or if we should be tilting our portfolio to more SA Inc, domestic companies that generate most of their revenue from South Africa.
Philip Liebenberg, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses whether the current high yields available on SA bonds outweigh the increased fiscal risks in the SA fixed income market.
Bryan Cameron, Senior Vice-President and Head of Research at global equity manager, Dodge & Cox discusses the future of moving from quality stocks to value style investing.
Over the past few months there has been plenty of unfriendly noise between Apple and Facebook, and more recently the Australian government’s willingness to take on big tech. Does this set a precarious precedent for what lies ahead for the sector? And then, of course, there’s the mysterious case of the disappearance of Jack Ma.
Iain Power discussed some of the corporate action taking place across global markets and the opportunities that may arise.
Nicky Weimar, Chief Economist at Nedbank takes us through the key outcomes of the speech as well as her analysis of what the likely economic impacts for the country will be.
Phillip Liebenberg the new portfolio manager of the Nedgroup Investments Flexible Income Fund, dissects various South African economic issues and how he is positioning the portfolio in the current environment.
The Nedgroup Investment Global quarterly briefing is a selection of the interesting global take-outs from our recent insight webinars with our Global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more information on our funds, visit www.nedgroupinvestments.co.za
In this episode:
1:20 - Marco Colantonio : Global Property - Reits, Vaccines and V-shape recoveries
2:50 - Tony Cousins : Global Cautious - Tactical asset allocation
5:07 - Steven Romick : Global Flex - An exceptionally unexceptional year
7:26 - Ian Beattie : Global Emerging Markets - Emerging markets - we’ve just begun
9:58 - Jeremy Lang : Global Diversified - Vaccines mean a V-Shaped Recovery
14:55 - Andrew Headley : Global Equity - Mr. Market
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more information on our funds, visit www.nedgroupinvestments.co.za
In this episode:
1:08 - Dave Foord: Stable fund – Outlook for the year ahead
2:45 - Rashaad Tayob : Flexible Income
5:19 - Omri Thomas : Opportunity Fund - seeking opportunities
7:00 - Ian Anderson : Property- Insights on listed property
8:02 - Steven Minnar : Rainmaker Fund - Is local lekker
10:08 - Iain Powder: Balanced Fund – Taking Stock
12:27 - Nick Balkin: Stable Fund - There is no hiding from SA’s deteriorating fiscal position
There is a lot of rhetoric in the market about the shift to emerging market value. Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the local equity market in South Africa and can we make any assumptions?
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters.
Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the relevance and importance of investing for good in emerging partners in a Q&A session with Rob Johnson, Head of Investments at Nedgroup Investments.
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses the points of no return when it comes to setting the standards for responsible investing.
Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics in a Q&A session with David Levinson, Senior Investment Analyst at Nedgroup Investments.
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strategy unfolded in 2020, where he sees markets going in 2021 and how the Fund is positioned.
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the fund’s performance for the last quarter and what we can expect from the markets going forward.
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s unique investment approach, how the fund performed in 2020 and whether vaccines mean a V-shaped recovery.
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing in emerging markets for 25 years and will address ‘emerging markets – we’ve just begun’.
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the fund fared in what he terms an exceptionally unexceptional year, the challenges facing value managers and how this will impact the fund’s positioning and ability to deliver on its objectives through a full market cycle.
Marco Colantonio from Resolution Capital, Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of the fund’s performance in 2020 and where he sees value in the market in 2021.
Dave Foord is the CIO of Foord Asset Management, the Portfolio Manager for the Nedgroup Investments Stable Fund. The fund has been shooting the lights out for over ten years and is currently number one over one year and, since its inception 13 years ago, is also number one relative to its peers over that time period. In a Q&A format, Dave discusses his prospects for the current global environment, the outlook for the year ahead and what impact that might have on financial markets.
Since its inception in 2011, the Nedgroup Investments Balanced Fund has had annualised returns of 11.5% and we’re confident that this stellar performance will continue in 2021. Iain Power, the CIO of Truffle Asset Management, the Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes stock of the main contributors to performance in 2020 and the current environment and how that translates into the portfolio’s positioning.
One of the asset classes that surprised us all again last year was the fixed income sector. Rashaad Tayob from ABAX Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the Fund’s performance in 2020.
Steve Minnaar from ABAX Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution of the Fund during 2020 and the team’s views on local versus offshore companies. Will local trump global or is local still lekker.
Despite a Q4 rebound of 23% for the local property sector, the SA Listed Property Index is still down 35% for 2020. Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated proposition within the Nedgroup Investments Property Fund and how it is positioned to take advantage of the current environment.
Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the fund’s performance drivers in 2020 and where the team is now seeking and finding opportunities to help the fund meet its objective of CPI plus 5% in 2021 and beyond.
Fund Manager of the Nedgroup Investments Flexible Income Fund provides a counter argument to the argument that now is the time to buy equities, talking to the case for income funds.
Anthony Sedgwick: Fund Manager of the Nedgroup Investments Rainmaker Fund talks about his reasons to believe that now is the right time to buy equities.
One of the most capped springboks of all time and Rugby World Cup Winner, Tandai ‘Beast’ Mtawarira shares his highlights of his career and some of the biggest challenges he had to overcome.
Richard Wiseman, Senior client portfolio manager for the Goldman Sachs Global Millennial Equity Fund describes why millennials are likely to be the biggest drivers of equity returns in the future.
We hear from the founder of Bootlegger Coffee company as he describes how lockdown affected the much-loved coffee brand and how he and his team dealt with the lockdown crisis.
Nicky Weimar, Chief Economist at Nedbank defines the crucial economic, political and market factors that must be priority for 2021 if South Africa has any hope of improving the economic outlook of the country.
Trevor Garvin, Head of MultiManager describes the key events that defined 2020 and touches on what we can expect from 2021.
The Balance Perspective is a 15-minute long webinar with the Fund Manager of the Nedgroup Investments Balanced Fund, Iain Power as we discuss the most topical issues of the day.
Thanos Papasavvas, founder & CIO of ABP Invest and regular Bloomberg TV guest, shares his views on the global impact of the US Presidential Election; the new multipolar world forged by the US, EU & Russia, China; the socio-political impact of Covid-19 on economies and finances; the short, medium and long term outlook for economies and markets, and finally; questions around the sustainability of the global equity market rally and the status of the US dollar’s global reserve.
The Minister of Finance and his team are facing enormous challenges. From funding unplanned COVID-19 spend to an ambitious growth plan, while balancing the country’s finances with significantly reduced tax collection. It is no surprise that there is a lot of nervous tension surrounding the 2020 Mid-Term Budget Speech.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s performance for the last quarter and positioning going forward
Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise therefore that there are a lot of decisions to be made with regards these savings as we draw near to retirement – decisions which have long-lasting impacts.
Nedgroup Investments Multi-Manager, in their second Covid-19 webinar, asks the tough question on what our government needs to deliver before year-end and look aheads at the prospects for SA’s retailers and banks. One of the world’s leading global fund managers discusses whether the FAANGs are a bubble waiting to burst and an ethics professor unpacks whether schools should remain open or closed during a worldwide pandemic. Finally, some insights on the issue many wealth planners grapple with – do investors hold enough risk within their portfolios during times of anxiety?
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades chats about the events that have unfolded over the last nine months and what experiences have helped him to navigate the current situation.
As the effects of the global Covid-19 pandemic continue to take their toll, many people are scrutinising their investment strategies and wondering what, the best approach is, especially when it comes to active and passive investing. Is one better than the other – and if so, in what circumstances?
This topic was discussed at the third Take 5 event hosted by Maya Fisher-French, independent financial commentator.
A reliable and cost-effective electricity supply is a critical success factor for the performance of the South African economy. Lack of a reliable electricity supply was probably the key factor behind the poor mining and manufacturing performance in Q1 2020, placing us firmly in a recession and contributing to the economy contracting by 2% on a quarter on quarter basis. The Reuters consensus forecast for Q2 GDP is an economic contraction of more than 40% quarter on quarter annualized. In the midst of such economic disaster, where demand undoubtedly collapsed, we were still faced with stage 2 load-shedding and power outages.
Nedbank Chief Economist, Nicky Weimar, and Eskom CEO, Andre de Ruyter, discuss load-shedding, the road ahead for Eskom and what this means for South Africa.
Everyone knows that saving money is a good idea. But what is the best, most practical way to go about saving money, and how should we prioritise settling our debt, saving for shorter-term goals and investing for the future? At the second Nedgroup Investments Take 5 webinars, Maya Fisher-French, independent financial commentator, outlined her best practical tips to an effective savings plan.
The first in a series of Nedgroup Investments webinar events,independent financial commentator, Maya Fisher-French, shared her views on how best to make use of the tax-saving opportunities that are available to all South Africans. In uncertain times being tax smart and investing optimally can go a long way to improving one’s long term financial outlook.
Murray Winkler and Dwayne Dippenaar of Laurium Capital, one of the largest independent investment boutique managers in South Africa with a core focus on South African equity markets, share their insights into the South African equity market and where they see value for investors.
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact on interest earnings for cash and income generating investments. He also poses a credible alternative for investors in interest bearing funds.
Anthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a mid-year update.
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update of the Fund over the last quarter.
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on the global REIT market and what’s been driving the performance of the Fund over the last quarter.
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investment Global Diversified Equity Fund, provides an update of the Fund’s recent performance and shares their ‘unusual’ investment approach.
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update of the fund’s recent performance.
Tony Cousins, the CEO of Pyrford International, portfolio managers for the Nedgroup Investment Global Cautious Fund, provides an update of the Fund’s recent performance and an outlook for the markets.
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund since 2010, provides an update of the Fund’s recent performance.
Walter Aylett from Aylett Fund Managers, the portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund, provides an update of the Fund’s recent performance and the case for South African stocks.
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry and how Nedgroup Investments has done relative to its peers, an economic and market overview highlighting where the Core range returns have been derived and the Funds’ performance and attribution over the quarter.
Lara Dalmeyer of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performance for the last quarter and how it is positioned going forward.
Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performance for the last quarter, their view on current markets and how the Fund is positioned for them.
Iain Power, the CIO at Truffle Asset Management, provides an overview of the Nedgroup Investments Balanced Fund for the last quarter.
William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of the Fund’s performance and how the portfolio is positioned.
Ian Anderson, the CIO at Bridge Fund Managers who manage Nedgroup Investments Property Fund, provides an overview of the Fund’s performance as well as some insights into the future of the real estate sector post COVID-19.
Ray Wallace, the CIO at Taquanta Asset Managers who have managed Nedgroup Investments’ cash products since inception, provides an overview of what’s been happening in the Cash Solutions funds over the last six months – Prime Money Market Fund, Money Market Fund, Corporate Money Market Fund and the Core Income Fund.
In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, explores how a client’s financial planning decisions are impacted when invisible behavioural biases unconsciously interact with each other and what we as advisors can do to help them to make decisions that ultimately deliver financial wellbeing.
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Minister of Finance on 24 June.
In module 2 of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, focuses on how we process information and our capacity for thinking
Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients. He’s a specialist on the sub-conscious behaviours that drive decisions and is renowned for bridging complex theory with real-world understanding, especially in relation to decisions that involve money.
Dublin based independent economist, David McWilliams, shares his views on what he refers to as the great ‘pandession’ and how we can get out of it.
Andrew Headley, Co-founder and Portfolio Manager at Veritas Asset Management and Manager of the Nedgroup Investments Global Equity Fund, talks about their outlook for global equities against the backdrop of a 40% uptick in the world index for global equities in late March.
Karl Leinberger, Chief Investment Manager for Coronation Fund Managers, comments on Coronation’s house view of the current situation and, from a multi-asset perspective, their view on valuations across the major domestic and global asset classes.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Given that South African equities seem to be very unloved, Murray Winckler, Co-founder and Senior Portfolio Manager at Laurium Capital, answers the question as to whether now if the right time to buy SA.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgroup Investments Flexible Income Fund, comments on the outlook for fixed income funds.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Is energy the silver bullet we need to exit the low growth scenario?
JP Landman is a consultant to Nedbank Private Wealth and an independent political commentator. He focuses on political trends and economics with an emphasis on emerging economies, specifically South Africa. JP reflects on the potential of the energy sector to get South Africa out of the current low growth scenario.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Compelling indicators to support the bull case for emerging markets
Ian Beattie, co-chief investment partner at NS Partners and Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity Fund, highlights the conditions in play to indicate bear market prospects for emerging markets for the latter part of the year and into 2021.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Managing clients’ short-term anxiety for long-term growth
Seugnet de Villiers, Investment Analyst at Nedgroup Investments, reinforces the need to adhere to the basics of investing when helping clients to stick to their long-term investment plans in times of market turmoil.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Cash Solutions’ liquidity funds
Ray Wallace Chief Investment Officer at Taquanta Asset Managers shares how the funds have weathered the storm really well, emerging much stronger and ready for what’s to come.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Economic forecast and the impact of the lockdown
Nicky Weimar, Group Chief Economist at Nedbank discusses the implementation of the national lockdown and the impact on the economy.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Credit on our minds
Jones Gondo Senior Research Analyst – Credit at Nedbank CIB talks about our macroeconomic environment with high systemic risk, a lot of uncertainty, and skittish financial flows that potentially threaten financial stability.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Relationship with Blackrock
Phil Curley and Geeta Sharma from Blackrock Global Lending and Liquidity Group discuss how Nedgroup Investments clients with offshore cash have the option of investing in a US dollar short-term money market fund, which focuses on capital preservation and liquidity.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Political overview
Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Banks and financial systems in the current environment
Mike Brown CEO at Nedbank discusses our robust banking system that works well, has been tested, and has performed better than many of its global counterparts in other crises.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Responsible investing beyond Covid-19
David Levinson, Senior Investment Analyst at Nedgroup Investments, discusses the responsible investment landscape among their local and international asset managers.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Nedgroup Investments Cash Solutions Speed Insights 2020
In the absence of the 9th annual Nedgroup Investments Treasurers’ Conference, our experts offer some top-down perspectives and insights as we navigate our second month of lockdown.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
In conversation with Mike Brown
Mike Brown, Chief Executive Officer of Nedbank shares his insights on balance and leadership in uncertain times.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
THE WINNERS IN EMERGING MARKETS DURING THE COVID-19 CRISIS
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging markets have fared during the crisis.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Property sector performance reflects different crisis demands
Julian Campbell-Wood from Resolution Capital, Portfolio Managers for Nedgroup Investments Global Property Fund, reflects on how the various property sectors have fared during the crisis.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Taking advantage of extreme market turbulence
Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their response to the extreme market turbulence.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
The Global Flexible Fund and its response to the crisis
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 performance and some ‘risky’ stock purchases.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
A Covid-19 strategy aimed to weather the crisis
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19 strategy to take advantage of falling markets.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Jannie Leach, Head of Core Investments for Nedgroup Investments, sheds light on why bond funds are an attractive option in uncertain times.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, reflects on the impact on the sector and the short-term outlook for domestic property.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their approach to limit the downside of COVID-19.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the Covid-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Iain Power, CEO of Truffle Asset Managers, Portfolio Manager of the Nedgroup Investments Balanced Fund, talks about finding value amid the massive virus selloff.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic impacts resulting from the virus.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Nick Balkin of Foord Asset Management Portfolio Managers of the Nedgroup Investments Stable Fund talks about find stability in uncertain times.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
As we head towards the end of week 4 of lockdown and, looking at global trends, everyone is moving to a lower level of lockdown and realising that the economy and society can’t remain shut forever. Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexible Income Fund provides a review of the first quarter of 2020 and what can be expected in the months to follow.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
A conversation with Walter Aylett about the Nedgroup Investment Bravata Worldwide Flexible Fund and how it was positioned leading into the recent COVID-19 crisis from a local and global perspective.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the COVID-19 crisis and resultant economic shutdown and the difference to other crises. We know what caused it, that it will end and we will normalise when it is safe to do so. The 2008 crisis was very US-centric whereas this is global, which is worse in that everyone is affected. The sell-down though has been sharper and more ferocious than anything we’ve seen, especially with bank valuations.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
In this recording, Simon Kendall of Portfolio Manager of the Nedgroup Investments Mining & Resources Fund chats to our Head of Investments, Rob Johnson about navigating the resources sector in this turbulent environment.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
Our conversation with Nicky Weimar, Group Chief Economist for Nedbank, focuses on what to expect from the global and SA economy given the Covid-19 pandemic. We also ask Nicky what measures she would implement as the Minister of Finance.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the Covid-19 pandemic. These are unedited and may only be relevant at the time of the recording.
In this recording, Dave Foord, manager of the Nedgroup Investments Stable Fund discusses the disruptions caused by Covid-19 which will lead to a major restructure in the way we do things, the effects of a global lockdown, and how different markets will manage the downturn.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the Covid-19 pandemic. These are unedited and may only be relevant at the time of the recording.
We chat to Andrew Parsons of Resolution Capital, Manager of the Nedgroup Investments Global Property Fund on finding the balance and value between the boom of commercial property, the challenge of retail property and the shortage of residential property.
We talk to Daniel McDonagh from Pyrford International, manager of the Nedgroup Investments Global Cautious Fund about a slowdown and disruption in certain sectors in Europe, as well as what future trade agreements may look like following Brexit.
Looking for assets both locally and globally? Iain Power, manager of the Nedgroup Investments Balanced Fund talks about the opportunities that come with recession and tough economic conditions.
Ian Anderson, manager of the Nedgroup Investments Property Fund, discusses how crises and weak markets are not unchartered waters and we can look forward to a recovery, which is why the fund is invested in businesses that they anticipate will have good growth in the next few years.
We talk to Rashaad Tayob, Fund Manager of the Nedgroup Investments Flexible Income Fund, about record-low global yields, aggressive easing, the yields on South African bonds as well as how the rand's value influences how much protection they build into the fund.
Simon Weinberger, Head of Europe, at BlackRock® discusses how they use big data to plot global investing trends and sentiment, setting them apart from other fund managers.
Could the coronavirus be a catalyst for further China policy response? Ian Beattie Chief Investment Officer at NS Partners Ltd, Manager of the Nedgroup Investments Global Emerging Markets Fund explains how the economic disruption caused by the virus could lead to a stronger market recovery.
Does this technology solve a really important problem? Does it make your business more efficient? Roger Portnoy, Founder of Fintech Advisory Services discusses the key to identifying technology that will change the nature of financial services for the better.
Matthew Syed, Founder of Matthew Syed Consulting invites us to explore diversity in a non-traditional way and describes how a growth mindset can lead to innovation much quicker.
In an economic and political landscape where change has been the norm, Andrew Headley, Chief Investment Officer at Veritas Asset Management, Manager of the Nedgroup Investments Global Equity Fund, describes how Veritas has had to adapt on how they manage money.
We hear from Dave Foord, Fund Manager of the Nedgroup Investments Stable Fund about why we may have already moved beyond the shock of a downgrade, and why he thinks SA interest rates are too high.
We talk to Dave Foord about why he sees opportunity in South East Asia at the moment and how forces like banking in Europe and the US elections are likely to affect investments.
In a world of constant change, where and how do property funds diversify their holdings? We chat to Andrew Parsons, Fund Manager of the Nedgroup Investments Global property Fund who discusses how Resolution Capital respond to the global forces in the property market and where they see value.
How is the unrest in Hong Kong likely to affect international property investments? We talk to Andrew Parsons, Fund Manager of the Nedgroup Investments Global Property Fund to find out.
We talk to Ian Anderson, Fund manager of the Nedgroup Investments Property Fund about what is going on with local property investments at the moment.
While everyone else seems to be wary of US Healthcare stocks, we chat to Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity Fund, about why Veritas Asset Management is investing in the category. Find out why he thinks there is long-term value in the investment.
In this Nedgroup Investments podcast, we talk to Paul Simons, Fund Manager of the Nedgroup Investments Global Cautious Fund, about where Pyrford is seeing value at the moment, the impact of the trade wards on China and why they like fixed-income investments in the portfolio.
Fund Manager Andrew Headley delves into why Veritas Asset Management sees long-term value in global consumer staples – currently one of the biggest categories in the Nedgroup Investments Global Equity Fund.