Nedgroup Investments Insights

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

There are good reasons to be optimistic, and here’s why.

Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments.

27 Sep 2021 9 min

Emerging markets - the rise of the new corporate leaders

Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights.

27 Sep 2021 10 min

The Boutique Advantage

Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers

27 Sep 2021 13 min

In conversation with Peter Bruce

Editor-at-large and columnist Peter Bruce gives insight into the country’s political environment

16 Sep 2021 32 min

How to navigate “stressed” clients

Behavioural economist, Amy Jansen, provides insights on how to navigate “stressed” clients.

14 Sep 2021 12 min

The Balanced Perspective: The Silk Road: Do not pass Go

We discuss the importance of corporate citizenship to investors, as we also saw during the height of the Covid-19 pandemic and July lootings. Iain will also give his thoughts on the risks vs. rewards of remaining in China, is it worth the toll?

9 Sep 2021 19 min

Alternative assets with Max Ramirez

An introduction into Private Equity Max Ramirez, Partner, Alternative Capital Markets & and Infrastructure

8 Sep 2021 27 min

5 Key factors that will drive economies in the next 12 months

Nedbank Chief Economist Nicky Weimar delves into five key factors that will drive economies over the next year

8 Sep 2021 30 min

Managing one’s “inner self”

Life coach and mentor, Shannon Pam sheds light on managing one’s “inner self” during abnormal times.

8 Sep 2021 27 min