Nedgroup Investments Insights

Insights into investor personalities

We welcome Amy Jansen, Head of Behavioural Solutions at Nedgroup Investments to share insights with us about how financial advisors can and should adapt the way they communicate with and present information to their clients based on certain personality archetypes.

21 Apr 2022 8 min

Choosing the right fund manager – Part 2

In this episode we welcomed Robin Johnson back to share further detail about a concept mentioned in the previous episode around boutique asset managers. What do we mean when we say ‘boutique’ and what exactly is the boutique advantage?

19 Apr 2022 9 min

Top 10 at 10 with Laurium Capital - Diamond in the Rough

There's lots to be positive about in SA equity markets. This is the launch of a new Podcast Series for the Nedgroup Investment SA Equity Fund which will cover topical content in SA equity markets. Episodes of the podcast will be uploaded on the 10th of every month.

13 Apr 2022 17 min

Choosing the right fund manager: The Nedgroup Investments Best of Breed Philosophy

In our first re-imagined podcast episode we introduced the concept of Best of Breed – the investment philosophy that drives the Nedgroup Investments Fund Manager selection process. This episode goes a step further and discusses exactly what the Nedgroup Investment team looks for when identifying stand-out investment managers.

11 Apr 2022 8 min

Inflation busting bond yields

Inflation, central bank rate hikes, the ZAR and local bond yields. After a challenging start to the year in fixed income markets, Philip Liebenberg discusses these topical issues in a recent podcast to uncover some of the global risks and opportunities facing income investors over 2022.

31 Mar 2022 18 min

In conversation with Dave Foord

In this episode we chat with Dave Foord, highly experienced and widely respected portfolio manager and founder of Foord Asset Management. We probe into Dave’s wealth of experience about portfolio management, risk management, managing exposure around the world as well as his thoughts on the most critical existing or potential…

17 Mar 2022 15 min

Responsible investing: Climate action beyond COP26

In this episode we chat with Romy Chevallier, a policy researcher at the South African Institute of International Affairs, who offers a behind-the-scenes insight into COP26, and what may unravel as we head toward the next meeting in Egypt. Romy is a specialist on the entire value chain of climate…

28 Feb 2022 9 min

Why everyone should consider tax-free investing

This episode we are joined by Denver Keswell, Senior Legal advisor at Nedgroup Investments. Denver is passionate about encouraging investors to harness the incredible power of tax-free investing and in this episode he tells us why, using some practical tips and examples. References from the episode: - The power on…

10 Feb 2022 10 min

Why good investments habits can change your life

In this episode we chat to Nic Andrew, Executive Head of Nedgroup Investments about simple, practical habits we can learn from the world’s best investors – and why the effects of these tips won’t be limited to investments. We explore the power of emotions when it comes to investments and…

31 Jan 2022 11 min

Global Quarterly Briefing – Q4 2021

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 www.nedgroupinvestments.com.

27 Jan 2022 18 min

Local Quarterly Briefing – Q4 2021

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 www.nedgroupinvestments.com.

27 Jan 2022 12 min

Balanced Perspective: Through the looking glass

In the final edition of the Balanced Perspective for 2021, we will revisit some of the more persistent themes discussed throughout the year and how they may come to shape 2022. Most notably, Iain shares his thoughts on global asset valuations and how unprecedented government stimulus could affect post-pandemic market…

7 Dec 2021 15 min

Global Perspective: Can any market keep up with US equities?

It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US…

3 Dec 2021 14 min

“SA Equities Outlook”

Mazi Asset Management Founder and CEO, Malungelo Zilimbola, explains why his firm is positive on the outlook for SA equities.

18 Nov 2021 21 min

In conversation with Greg Minnaar – “What does it take to be a recognised as a GOAT”

We delve into what it takes to be a recognised as a GOAT (Greatest of All Time) with 4x World Downhill Mountain Biking Champion, Greg Minnaar.

18 Nov 2021 21 min

Ethical and moral leadership within the SA political landscape.

South African author, academic and political scientist, Professor William Gumede, School of Governance, WITS University, gives his insight into the ethical and moral leadership within the SA political landscape.

18 Nov 2021 21 min

Investing on behalf of your child.

We all want the best for our children, and investing from an early stage and teaching them good financial habits can help us achieve this. Mary J Fourie - Life Style Financial Planner, Coach and Facilitator and Seugnet de Villiers, Investment Analyst at Nedgroup Investments hosted by Ondela Mlandu share…

10 Nov 2021 41 min

Global Quarterly Briefing – Q3 2021

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 www.nedgroupinvestments.com.

2 Nov 2021 16 min

Local Quarterly Briefing – Q3 2021

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 www.nedgroupinvestments.com.

29 Oct 2021 14 min

Lessons learnt from 10 years of managing one of SAs top performing Balanced Funds.

After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to reflect on some of the key lessons he learnt while managing the fund over the past decade.

13 Oct 2021 32 min