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Nedgroup Investments Insights

Nedgroup Investments Insights

By 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.
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Finding value internationally: Global Healthcare

Nedgroup Investments Insights

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Balanced Perspective - The US shifts gear on climate regulation
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.
16:24
May 5, 2021
Global Quarterly Briefing
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.
11:52
May 3, 2021
Local Quarterly Briefing
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.
09:16
May 3, 2021
Tony Cousins - Rule No. 1: Protect invested capital
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.
14:54
April 29, 2021
Brian Selmo - Beginning of the end
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.
22:33
April 29, 2021
Ian Beattie- Another EM buying opportunity approaching?
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.
27:46
April 29, 2021
Julian Campbell-Wood - Post-COVID portfolios need Global REITs
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.
20:58
April 29, 2021
Global Equity Fund Quarterly Feedback – What ultra-low Interest rates mean for future returns
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.
18:10
April 29, 2021
Global Fund Manager Workshop Q1 2021: Jeremy Lang - Is growth scarce any more?
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.
24:42
April 29, 2021
Anthony Sedgwick - “Is there still any value in the market?”
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.
21:22
April 23, 2021
Saul Miller - “Why US Inflation Matters”
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.
18:17
April 23, 2021
Omri Thomas - “Are we there yet?”
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.
18:08
April 22, 2021
Nick Balkin - “Stability through divergent inflation scenarios”
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.
19:00
April 22, 2021
Sharika Salie - “Cash management during a pandemic”
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.
18:28
April 21, 2021
Philip Liebenberg - “How to enhance low cash yields”
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.
16:29
April 21, 2021
The Nedgroup Investments Global Flexible Fund: Adapting to the continually evolving landscape
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.
32:08
April 16, 2021
International investing in 3 easy steps
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.
37:42
April 9, 2021
The Balanced Perspective: The single biggest influencer of global asset class returns in 2021?
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.
13:23
April 7, 2021
Trudi Makhaya, Economic Adviser to the President
Trudi Makhaya provides an update on the status of the government’s implementation plans to tackle the economy in a post-COVID world.
24:35
April 6, 2021
William Pattisson, Ardevora Asset Management - Inside the mind of a behavioural investor.
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.
34:57
March 31, 2021
Professor Greg Davies, Oxford Risk - South Africa’s Investing Personalities
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.
25:17
March 31, 2021
Professor Paul Dolan, London School of Economics - Design your happy ever after
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.
33:10
March 31, 2021
Nicky Weimar – Five steps to address unemployment
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%.
24:16
March 26, 2021
Neville Chester - Rand hedges versus SA inc: Where to lay your bets
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.
13:37
March 26, 2021
Philip Liebenberg – Does the high yield still outweigh fiscal risks in SA fixed income markets?
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.
19:13
March 26, 2021
Trevor Garvin in conversation with Bryan Cameron - Is it time to be rotating from global “quality stocks to global “cyclicals”?
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.
23:28
March 26, 2021
The Balanced Perspective: Big Tech vs. the Antitrust Movement
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.
14:36
March 2, 2021
Post-Budget speech analysis with Nicky Weimar
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.
47:19
February 25, 2021
Navigating South African Fixed Income Markets
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.​​​​​​​
25:11
February 23, 2021
Nedgroup Investments Global Quarterly Briefing
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
14:57
February 5, 2021
Nedgroup Investments Local Quarterly Briefing
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
15:16
February 5, 2021
The Balanced Perspective – the outlook for emerging market equities
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?
16:01
February 2, 2021
Roy Bagattini - Why sustainability matters
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters.
26:37
January 27, 2021
Mark Mobius - Investing for good in Emerging Markets
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.
28:05
January 27, 2021
Peter Uhlenbruch - Point of no returns: setting standards for responsible investing
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.
29:17
January 27, 2021
Clem Sunter – Climate change and ethics
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.
25:07
January 26, 2021
Global Cautious Fund - Tactical asset allocation in volatile markets
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.
18:27
January 22, 2021
Global Equity Fund - Mr. Market
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.
19:22
January 22, 2021
Global Diversified Equity Fund - Vaccines mean a V-Shaped Recovery
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.
18:07
January 22, 2021
Global Emerging Markets Equity Fund - Emerging Markets - We've just begun
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’.
21:30
January 22, 2021
Global Flexible Fund - An exceptionally unexceptional year
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.
19:25
January 22, 2021
Global Property Fund - REITS: Vaccines, Recovery & Value
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.
20:29
January 22, 2021
Stable Fund - Outlook for the year ahead
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.
29:17
January 20, 2021
Balanced Fund – Taking stock
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.
22:03
January 20, 2021
Flexible Income Fund – Maintaining the course in challenging times
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.
20:04
January 20, 2021
Rainmaker Fund - Is local always lekker, as in Q4?
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.
22:11
January 20, 2021
Property Fund – Thoughts on SA listed property
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.
22:44
January 20, 2021
Opportunity Fund – Seeking Opportunities
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.
16:20
January 20, 2021
The counter argument for equities
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.
11:55
December 4, 2020
Time for equities?
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.
17:41
December 4, 2020
Reflections on a historic rugby career
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.
24:41
December 4, 2020
The Millennial Generation: The drivers of equity returns over the next decade
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.
14:03
December 4, 2020
How Bootlegger Company survived lockdown
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.
16:33
December 4, 2020
The things SA needs to get right in 2021
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.
20:57
December 3, 2020
Nedgroup Investments MultiManager Insights – a Beast of a year
Trevor Garvin, Head of MultiManager describes the key events that defined 2020 and touches on what we can expect from 2021.
05:17
December 3, 2020
The balanced perspective with Iain Power
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.
14:15
December 1, 2020
Effects of geopolitics and pandemic developments on the global economy and financial markets
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.
57:40
November 11, 2020
Mid-Term Budget Speech commentary with Nicky Weimar
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.
01:05:26
October 30, 2020
Jeremy Lang, Fund Manager of the Nedgroup Investments Global Diversified Equity 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.
29:57
October 23, 2020
Tony Cousins, Fund Manager of the Nedgroup Investments Global Cautious 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.
29:43
October 22, 2020
Brian Selmo, Fund Manager of the Nedgroup Investments Global Flexible 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.
27:49
October 21, 2020
Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity 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.
35:28
October 20, 2020
Ian Beattie, Fund Manager of the Nedgroup Investments Global Emerging Markets Equity 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.
36:26
October 19, 2020
Anthony Sedgwick, Fund Manager of the Nedgroup Investments Rainmaker 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.
32:58
October 16, 2020
Saul Miller & Iain Power, Fund Managers of the Nedgroup Investments Balanced 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.
39:59
October 15, 2020
Quarterly fund update: Nedgroup Investments Opportunity 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.
32:35
October 14, 2020
Quarterly fund update: Nedgroup Investments Stable 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.
37:50
October 13, 2020
Nedgroup Investments Flexible Income Fund quarterly feedback (Q3 2020)
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
28:21
October 13, 2020
Investment Insights @ Take 5 - Maya Fisher-French: Retirement planning in the time of Covid – How to navigate a smoother retirement
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.
01:00:34
September 7, 2020
Investment Insights - Multi-Manager Insights – pausing to re-evaluate
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?
01:23:10
September 7, 2020
Investment Insights - In conversation with Dave Foord
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.
51:47
September 2, 2020
A Nedgroup Investments Take5 webinar with Maya Fisher-French: Active or passive - does it really matter?
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.
01:01:43
August 28, 2020
Investment Insights - Eskom’s strategy to keep the lights on
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.
01:04:08
August 28, 2020
A Nedgroup Investments Take5 webinar with Maya Fisher-French: How to prioritise debt, savings and investments
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.
59:02
August 21, 2020
A Nedgroup Investments Take5 webinar with Maya Fisher-French
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.
56:23
August 10, 2020
Investment Insights - Finding value in the South African equity markets
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.
40:17
July 31, 2020
Investment Insights - Between a rock and a hard place – where to for cash 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.
41:34
July 24, 2020
Investment Insights - Rainmaker and Entrepreneur Funds Quarterly Feedback
Anthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a mid-year update.
30:26
July 22, 2020
Investment Insights - Global Emerging Markets Equity Fund Quarterly Feedback
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.
34:19
July 20, 2020
Investment Insights - Global Property Fund Quarterly Feedback
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.
40:52
July 17, 2020
Investment Insights - Global Diversified Equity Fund Quarterly Feedback
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.
25:49
July 16, 2020
Investment Insights - Global Flexible Fund Quarterly Feedback
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.
45:56
July 16, 2020
Investment Insights - Global Cautious Fund Quarterly Feedback
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.
37:58
July 16, 2020
Investment Insights - Global Equity Fund Quarterly Feedback
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.
41:04
July 15, 2020
Investment Insights - Bravata Worldwide Flexible Fund Quarterly Feedback
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.
43:10
July 15, 2020
Investment Insights - Core Fund Range Quarterly Feedback
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.
25:54
July 15, 2020
Investment Insights - Flexible Income Fund Quarterly Feedback
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.
43:46
July 14, 2020
Investment Insights - Opportunity Fund Quarterly Feedback
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. 
35:21
July 13, 2020
Investment Insights - Balanced Fund Quarterly Feedback
Iain Power, the CIO at Truffle Asset Management, provides an overview of the Nedgroup Investments Balanced Fund for the last quarter.
31:54
July 10, 2020
Investment Insights - Stable Fund Quarterly Feedback
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.
40:40
July 9, 2020
Investment Insights - Property Fund Quarterly Feedback
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.
37:30
July 9, 2020
Investment Insights - Cash Solutions Quarterly Feedback
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.
36:16
July 8, 2020
Investment Insights - Revealing behavioural characteristics and what this means for communication and service
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.
58:15
June 27, 2020
Investment Insights - Tito Mboweni's special budget analysis
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Minister of Finance on 24 June.
45:43
June 25, 2020
Investment Insights - What goes on in your client's head when making financial decisions
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
57:54
June 24, 2020
Investment Insights - Being human during times of uncertainty
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.
55:54
June 23, 2020
Investment Insights - How to emerge from a pandession
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.
50:53
June 12, 2020
Investment Insights - The outlook for global equities
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.
15:17
June 11, 2020
Investment Insights - Post-Covid perspective on major asset classes
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.
16:03
June 11, 2020
Investment Insights - Is now the right time to back the SA market?
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.
17:58
June 11, 2020
Investment Insights - The Outlook for Fixed Income
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.
21:32
June 10, 2020
Investment Insights - JP Landman
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.
49:27
June 5, 2020
Investment Insights - Global Emerging Marketing with Ian Beattie
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.
39:47
June 3, 2020
Investment Insights - Seugnet de Villiers
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.
37:16
May 22, 2020
Investment Insights - Ray Wallace (Cash Solutions Part 6)
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.
12:19
May 19, 2020
Investment Insights - Nicky Weimar (Cash Solutions Part 5)
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.
15:53
May 19, 2020
Investment Insights - Jones Gondo (Cash Solutions Part 4)
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.
10:01
May 19, 2020
Investment Insights - Phil Curley and Geeta Sharma (Cash Solutions Part 3)
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.
12:46
May 19, 2020
Investment Insights - JP Landman (Cash Solutions Part 2)
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.
11:22
May 19, 2020
Investment Insights - Mike Brown (Cash Solutions Part 1)
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.
14:13
May 19, 2020
Investment Insights - David Levinson
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.
46:43
May 15, 2020
Investment Insights - Cash Solutions Speed Insights 2020
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.
01:13:28
May 14, 2020
Investment Insights - Mike Brown
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.
29:54
May 13, 2020
Investment Insights - Ian Beattie
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.
01:04:01
May 8, 2020
Investment Insights - Julian Campbell-Wood
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.
29:23
May 7, 2020
Investment Insights - Tony Cousins
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.
34:09
May 6, 2020
Investment Insights - Brian Selmo
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.
40:05
May 6, 2020
Investment Insights - Antony Burgess
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.
40:23
May 4, 2020
Investment Insights - Jannie Leach
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.
23:41
April 30, 2020
Investment Insights - Ian Anderson
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.
36:23
April 29, 2020
Investment Insights - Anthony Sedgwick
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.
38:20
April 28, 2020
Investment Insights - Iain Power
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.
34:48
April 24, 2020
Investment Insights - Omri Thomas
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.
42:29
April 23, 2020
Investment Insights - Nick Balkin
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.
19:37
April 22, 2020
Investments Insights - Rashaad Tayob
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.
39:08
April 21, 2020
Investment Insights - Walter Aylett
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.
32:12
April 20, 2020
Investment Insights - Kokkie Kooyman
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.
29:58
April 20, 2020
Investment Insights - Simon Kendall
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.
40:35
April 19, 2020
Investment insights – Nicky Weimar
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.
31:46
April 16, 2020
Investment Insights – Dave Foord
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.
24:11
April 14, 2020
Challenging dynamics of the global property market
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.
13:36
April 6, 2020
European outlook
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.
14:08
March 25, 2020
Growth in tough economic conditions
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.
13:23
March 25, 2020
Focussing on sound property sectors
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.
15:23
March 25, 2020
Tactical fund management in times of uncertainty
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.
11:04
March 20, 2020
The future of investment management
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.
07:08
February 26, 2020
Emerging markets outlook
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.
12:52
February 26, 2020
Identifying technology that is a winner
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.
09:00
February 26, 2020
Cognitive diversity – the future of innovation
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.
06:23
February 26, 2020
20 years of managing money in an ever-changing landscape
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.
12:51
February 26, 2020
SAA, strikes and looming junk status – why it might not be as bad as it sounds
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.
10:42
December 3, 2019
South East Asia – the next investment frontier?
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.
12:31
December 3, 2019
What does a diversified property portfolio actually look like?
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.
12:06
November 26, 2019
When the world catches a cold, Hong Kong catches pneumonia
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.
13:37
October 23, 2019
SA Property Market: Where to now?
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.
08:16
October 15, 2019
Finding value internationally: Global Healthcare
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.
09:37
October 14, 2019
Asia, Trade wars and the case for fixed-income investments
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.
10:56
October 14, 2019
Finding value internationally: Consumer Staples
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.
07:54
October 14, 2019