Nedgroup Investments Insights

Budget Speech 2023 key takeout’s

With all the talk at the moment being around the 2023 Budget Speech. We sit down with Denver Keswell, Senior Legal Advisor at Nedgroup Investments to share his overall thoughts on this year’s budget. For more on the Budget Speech 2023 visit: Budget 2023 – key take-outs for financial planning…

24 Feb 2023 5 min

Market and economic - Any surprises in this year’s Budget speech?

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Any surprises in this year’s Budget speech?”.

21 Feb 2023 6 min

Retirement Annuity vs. Tax-free Investing

In this podcast we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to chat about two investment products that help investors with tax liabilities: retirement annuities and tax-free investments. For more information: Retirement Annuities (nedgroupinvestments.co.za) vs. Tax-free investments (nedgroupinvestments.co.za)

21 Feb 2023 6 min

The secret about sequence of returns

In this episode we welcome Tracy Jensen - investment analyst at Nedgroup Investments to talk about some ground-breaking research into Sequence of Returns Risk that she conducted. Tracy has spent months looking into this and has debunked the idea that Sequence of Returns Risk is the most important risk for…

13 Feb 2023 14 min

Top 10 in 10: Bright Spots

Amid a seemingly worsening power crises and stagnant economic growth, we discuss three attractive investments within the Nedgroup Investments SA Equity Fund that have positive tailwinds behind them with co-portfolio manager Junaid Bray. For more information visit: Individual Investor (nedgroupinvestments.co.za)

10 Feb 2023 13 min

Market & Economic Wrap - Possibility of further rate hikes, rattles investors

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Possibility of further rate hikes, rattles investors”.

7 Feb 2023 5 min

Local Quarterly Briefing - Q4

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)

3 Feb 2023 15 min

Global Quarterly Briefing - Q4 2022

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our Global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)

1 Feb 2023 14 min

Market & economic wrap - Inflation and the year ahead.

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Inflation and the year ahead.”.

24 Jan 2023 6 min

Market and economic wrap - “Stocks lifted by hopes that global central banks may take their foot off the accelerator”

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Stocks lifted by hopes that global central banks may take their foot off the accelerator”.

10 Jan 2023 6 min

Market and economic wrap - “Big day for SA president”.

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment - “Big day for SA president”.

13 Dec 2022 5 min

President under fire

Nedgroup Investments Multi-Manager brings you breaking news commentary on the next steps of the Phala Phala report.

1 Dec 2022 6 min

Eskom facing continued hurdles

Nedgroup Investments Multi-Manager brings you a bi-weekly series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment - “Eskom facing continued hurdles.”

29 Nov 2022 7 min

Top 10 in 10: Naspers/Prosus - Mind The Gap

We revisit Naspers and Prosus, which found some relief following the share buyback announcement earlier in the year, but has more recently come under renewed pressure. We discuss these recent developments with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund.

24 Nov 2022 11 min

The rand stands tall as US inflation spurs risk appetite.

Nedgroup Investments Multi-Manager brings you a bi-weekly series of Whatsapp voice notes, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “The rand stands tall as US inflation spurs risk appetite.”

16 Nov 2022 6 min

When the going gets tough… find out what kind of investor you are

In this episode we welcome back Nic Andrew off the back of his latest quarterly message to investors which focused on the importance of understanding the role that your investment personality can play on your investment decisions – and how you can implement practical tips to lead to better investment…

15 Nov 2022 10 min

Global Perspectives Part 3: Adjusting to a new world with Tony Cousins

In the final instalment of the Global Perspectives we sit down with Tony Cousins from Pyrford International.

9 Nov 2022 11 min

Local Quarterly Briefing – Q3 2022

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit Videos (nedgroupinvestments.co.za)

7 Nov 2022 10 min

Global Quarterly Briefing – Q3 2022