Nedgroup Investments Insights
By Nedgroup Investments
Nedgroup Investments InsightsJun 19, 2023
Market & economic wrap: Entering the home stretch for SA elections
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.
Market & economic wrap: South Africa reclaims top spot in Africa
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.
The ABCs of not meeting your investment goals
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’t do. 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
Market & economic wrap: Western Cape battered by storms, whilst ex Speaker of parliament faces battles of a different kind.
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
Market & economic wrap: Tragic end to Steinhoff saga
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
Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds
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
Our Flagship Fund Range: Not all Income Funds are created equal
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
Market & economic wrap: Powell’s dovish testimony sparks rand rally
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
Global Quarterly Briefing - Q4 2023
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 to 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
Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves
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.
Local Quarterly Briefing - Q4 2023
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.
Budget Speech 2024: Unpacking the gritty details
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.
Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence
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.
Market & Economic wrap: Inflation and interest rate cuts – what to expect?
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.
A parent's guide to tax-free investing
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.
Not another outlook: Why we don't believe in predicting the future
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 a fascinating 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.
Market & Economic wrap: Global election jitters a likely headwind for the rand.
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.
Market & economic wrap: A bumper week for central banks will put rate-cut expectations to the test.
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
Market & economic wrap - Logistics chaos adds to government woes.
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
Global Quarterly Briefing - Q3 2023
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
Local Quarterly Briefing - Q3 2023
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
How Sport can shape a nation
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
The rand falls on Powell’s hawkish cues, while the dollar stands tall - Market & economic wrap
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.”
Market & economic wrap - Bok victory brings joy amidst Middle East crises.
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.”
Two-pot retirement system: All you need to know
The implementation of the two-pot retirement system has been postponed 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
Middle East crisis will have global ramifications - Market and economic wrap.
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
SA Equity Insights: Stepping into the African Arena
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.
Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry - Market and economic wrap
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
Around the World with Responsible Investing
In this episode we chat with David Levinson, our Head of Responsible 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.
Central banks, inflation and rate announcement – Market and economic wrap.
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.”
Conservation finance: Africa’s great opportunity.
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.
Market & economic wrap - National Treasury warns of impending debt 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
Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC
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
2023 two-pot system update
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
Local Quarterly Briefing - Q2 2023
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.
Unravelling investment trends: Learning from the past to inform the future
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
Market and economic wrap - “Iranian President attending BRICS summit causes Anti-West stir.”
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
Global Quarterly Briefing - Q2 2023
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
Market & economic wrap - Will the Fed raise rates as SA avoids BRICS 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. 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
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
Market & economic wrap - “US job’s report shows slightly softer underlying conditions"
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
Global Summit Podcast - What does it mean to be a true contrarian investor these days?
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
Global Summit Podcast - Not all emerging markets are equal
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 insights with David Roberts
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
Global Property insights with Robert Promisel
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
Global markets once again rattled by inflation - Market & economic wrap
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
Low risk, not no risk - The Nedgroup Investments Flexible Income Fund
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
Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power
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
Top 10 in 10 - Opportunities Around The Corner
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
Market & economic wrap - Will the Fed hit the pause button?
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