Nedgroup Investments Insights

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

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)

7 Nov 2022 12 min

“SA Finance Minister delivers on budget statement”

Trevor Garvin from Nedgroup Investments Multi-Manager shares the latest instalment of your market and economic wrap - "SA Finance Minister delivers on budget statement”

2 Nov 2022 7 min

Global Perspectives Part 2: What resilient companies do differently with Andy Headly

In part 2 of the Global Perspectives we sit down with Andy Headly from NS Partners as he shares his insights on The Global Equity Fund and Veritas Asset Management.

31 Oct 2022 11 min

The ins and outs of the Money Market Industry – Part 4

In the forth and final episode of our Money Market Series - in which we unpack the money market fund industry. We welcome Ray Wallace to delve into the asset management aspect of money market funds.

28 Oct 2022 22 min

Opportunities in Fixed-Income Markets

We welcome back Rob Johnson, Head of Investments at Nedgroup Investments back on the podcast – this time to talk to us about some of the implications of the increased global investment allowances and why global bonds might be an attractive option for investors in the current environment.

25 Oct 2022 13 min

Global Perspectives Part 1: The State of Emerging Markets with Tim Bray

In part 1 of the Global Perspectives we sit down with Tim Bray from NS Partners to hear his insights on the current State of Emerging Markets.

21 Oct 2022 11 min

The adverse effects on tax on your retirement savings

We welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments to chat about the impact of tax on one’s retirement savings.

20 Oct 2022 4 min

SMART Goals

We continue the series to empower new investors with the hope to answer the most frequently asked questions. Mohini Naidoo, Investment Analyst from Best of Breed joins us again to chat about a fundamental step in investing, which is setting up SMART goals.

6 Oct 2022 6 min

Optimising Yields - how to beat cash returns in a rising rate environment

We sit down with Philip Liebenberg to discuss the outlook for yields on local and global fixed income securities.

3 Oct 2022 13 min

The ins and outs of the Money Market Industry – Part 3

In the third instalment of the Money Market series Sean Segar talks us through the how Money Market funds fit in the income fund spectrum. Sharing the difference between a money market funds versus an income fund? For more information: Cash Solutions (nedgroupinvestments.co.za)

30 Sep 2022 12 min

What is inflation?

We welcome Mohini Naidoo, Investment Analyst from Best of Breed to chat to us about one of the most famously used terms in finance and investing – Inflation.

27 Sep 2022 5 min