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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Investment Insights @ ten - 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.
37:15
May 22, 2020
Investment Insights @ ten - 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.
12:18
May 19, 2020
Investment Insights @ ten - 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.
15:52
May 19, 2020
Investment Insights @ ten - 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.
10:00
May 19, 2020
Investment Insights @ ten - 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 @ ten - 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 @ ten - 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.
14:12
May 19, 2020
Investment Insights @ ten - 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.
46:42
May 15, 2020
Investment Insights @ ten - 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.
1:13:27
May 14, 2020
Investment Insights @ ten - 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.
29:53
May 13, 2020
Investment Insights @ ten - 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.
1:04:01
May 8, 2020
Investment Insights @ ten - 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.
29:22
May 7, 2020
Investment Insights @ ten - 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.
34:08
May 6, 2020
Investment Insights @ ten - 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.
40:04
May 6, 2020
Investment Insights @ ten - 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.
40:22
May 4, 2020
Investment Insights @ ten - 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.
23:40
April 30, 2020
Investment Insights @ ten - 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.
36:22
April 29, 2020
Investment Insights @ ten - 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 @ ten - 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 @ ten - 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.
42:28
April 23, 2020
Investment Insights @ ten - 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 @ ten - 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 @ ten - 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.
32:11
April 20, 2020
Investment Insights @ ten - 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.
29:57
April 20, 2020
Investment Insights @ ten - 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 @ ten – 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 @ ten – 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.
15:22
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.
10:41
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.
13:36
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.
09:36
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.
10:55
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