Nedgroup Investments Insights

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

The Global Perspective: Taper Tantrum 2.0

The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at…

13 Oct 2021 13 min

Does the investment industry need a combination of artificial and human intelligence?

Investment insights from Andrew Tarver, Founder, Jigsaw

6 Oct 2021 20 min

Inflation fears - REITerating fundamentals

Investment insights from Andrew Parsons, Chief Investment Officer, Resolution Capital

6 Oct 2021 9 min

The big investment themes

Investment insights from Andrew Headley, Head of Global, Veritas Asset Management

6 Oct 2021 12 min

Where is groupthink going wrong and how to profit from it

Dhaval Joshi, Chief Strategist, BCA Research

5 Oct 2021 17 min

What’s really on Beijing’s agenda and where does that leave foreign investors

Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners

5 Oct 2021 17 min

Price Matters

Investment insights from Steven Romick, Founding Partner, FPA

5 Oct 2021 9 min

Differentiation in the age of disruption

Abbie Knight, Independent Consultant

5 Oct 2021 22 min

Good habits, bad habits

Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.

29 Sep 2021 20 min

Navigating disruption with David McWilliams.

David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments.

28 Sep 2021 32 min

What happens when you print money?

Tony Cousins, Chief Investment Officer, Pyrford International on inflation.

28 Sep 2021 11 min