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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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Trevor Garvin in conversation with Bryan Cameron - Is it time to be rotating from global “quality stocks to global “cyclicals”?

Nedgroup Investments InsightsMar 26, 2021

00:00
23:28
Market & economic wrap: Tragic end to Steinhoff saga
Mar 26, 202406:22
Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds
Mar 25, 202407:41
Our Flagship Fund Range: Not all Income Funds are created equal

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

Mar 20, 202409:15
Market & economic wrap: Powell’s dovish testimony sparks rand rally
Mar 12, 202405:39
Global Quarterly Briefing - Q4 2023
Mar 05, 202411:57
Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves
Feb 27, 202405:57
Local Quarterly Briefing - Q4 2023
Feb 26, 202416:39
Budget Speech 2024: Unpacking the gritty details
Feb 22, 202404:16
Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence
Feb 13, 202405:48
Market & Economic wrap: Inflation and interest rate cuts – what to expect?
Jan 30, 202405:51
A parent's guide to tax-free investing
Jan 19, 202407:18
Not another outlook: Why we don't believe in predicting the future
Jan 19, 202411:52
Market & Economic wrap: Global election jitters a likely headwind for the rand.
Jan 16, 202406:31
Market & economic wrap: A bumper week for central banks will put rate-cut expectations to the test.
Dec 12, 202305:58
Market & economic wrap - Logistics chaos adds to government woes.

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

Nov 28, 202306:11
Global Quarterly Briefing - Q3 2023

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

Nov 23, 202319:27
Local Quarterly Briefing - Q3 2023

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

Nov 23, 202315:36
How Sport can shape a nation

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

Nov 21, 202311:48
The rand falls on Powell’s hawkish cues, while the dollar stands tall - Market & economic wrap

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.”


Nov 14, 202305:37
Market & economic wrap - Bok victory brings joy amidst Middle East crises.

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.”

Oct 31, 202305:57
Two-pot retirement system: All you need to know

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

Oct 26, 202303:08
Middle East crisis will have global ramifications - Market and economic wrap.

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

Oct 17, 202305:60
 SA Equity Insights: Stepping into the African Arena

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.

Oct 11, 202314:59
Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry - Market and economic wrap

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

Oct 03, 202306:12
Around the World with Responsible Investing

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.

Sep 27, 202311:20
Central banks, inflation and rate announcement – Market and economic wrap.

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.”

Sep 19, 202306:11
Conservation finance: Africa’s great opportunity.

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.

Sep 14, 202313:39
Market & economic wrap - National Treasury warns of impending debt 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

 

 

Sep 05, 202306:44
Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC

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

Aug 22, 202305:60
2023 two-pot system update

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

Aug 17, 202305:58
Local Quarterly Briefing - Q2 2023

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.

Aug 15, 202316:39
Unravelling investment trends: Learning from the past to inform the future

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

Aug 11, 202312:08
Market and economic wrap - “Iranian President attending BRICS summit causes Anti-West stir.”

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


Aug 08, 202305:60
Global Quarterly Briefing - Q2 2023

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


Aug 04, 202312:27
Market & economic wrap - Will the Fed raise rates as SA avoids BRICS crisis?

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

Jul 25, 202306:20
The effects of Covid as well as the aging global workforce

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

Jul 13, 202310:48
Market & economic wrap - “US job’s report shows slightly softer underlying conditions"

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

Jul 11, 202305:34
Global Summit Podcast - What does it mean to be a true contrarian investor these days?

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

Jul 07, 202309:19
Global Summit Podcast - Not all emerging markets are equal

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

Jul 05, 202312:20
Global fixed income insights with David Roberts

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


Jun 30, 202313:10
Global Property insights with Robert Promisel

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

Jun 28, 202310:29
Global markets once again rattled by inflation - Market & economic wrap

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

Jun 27, 202305:51
Low risk, not no risk - The Nedgroup Investments Flexible Income Fund

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

Jun 23, 202312:22
Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power

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 

Jun 19, 202312:07
Top 10 in 10 - Opportunities Around The Corner

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

Jun 15, 202310:02
Market & economic wrap - Will the Fed hit the pause button?

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

Jun 13, 202305:29
AI, Myopia, Travel and Infrastructure - Global Megatrends

AI, Myopia, Travel and Infrastructure - Global Megatrends

Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we delve into how Meta and Amazon can win from the ChatGPT craze, what is a “hallucination”, how specialised contact lenses correct myopia in children, making money from travel reverting to normalised levels and how infrastructure serving the auto industry is evolving with increased EV adoption.


For more on Nedgroup Investments, visit: nedgroupinvestments.com

Jun 08, 202311:24
Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses

Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on Covid winners that have flopped in recent times, how the investing environment has transformed with higher interest rates, why innovative companies with strong cash generation, in-demand products, pricing power and recurring revenues are ideal investments, and why Meta’s stock price has doubled this year. 

May 31, 202311:19
“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”

“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow.  This week’s instalment is titled “SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”.


For more information about Nedgroup Investments visit: nedgroupinvestments.com

May 30, 202306:54
Russian arms debacle plunges Rand - Market & Economic Wrap

Russian arms debacle plunges Rand - 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.  Herewith follows the transcript.  This week’s instalment is titled “Russian arms debacle plunges Rand”.

For more on Nedgroup Investments visit: nedgroupinvestments.com

May 16, 202306:14