Nedgroup Investments Insights

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

Biggest risks that the world is facing: A look at sustainability

We investigate the growing importance of sustainable investments to ensure our environment’s future.

8 Sep 2021 16 min

Local Quarterly Briefing – Q2 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.

6 Aug 2021 11 min

Global Quarterly Briefing – Q2 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.

6 Aug 2021 15 min

The Balanced Perspective: The Good, the Bad and the Ugly

In this edition of the Balanced Perspective, Iain gives his thoughts on the investment impact of the recent looting and how this may have affected SA’s economic prospects. We also reflected on recent events and gain a deeper appreciation of who the odds favour in the battle of Good versus…

5 Aug 2021 15 min

The socio-economic and political state of RSA according to Peter Bruce

Some are calling events over the last week, democratic South Africa’s “darkest hour". South Africans and the world watched in disbelief as socio-economic and political tensions boiled over. Was the violence, looting and rioting a result of spontaneous acts or something more orchestrated? What does this mean for the people…

2 Aug 2021 30 min

The Balanced Perspective: The Great Rotation

In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of both the global and local markets’ response to the phenomenon.

8 Jul 2021 16 min

International investments for every life-stage

At our last international investing event, we discussed the what, how and why of international investing. Now, we would like to take that one step further and unpack how international investments can fit into your life in every stage. Whether you are starting out in your career, starting a family,…

28 Jun 2021 41 min

Investment Insights: SA Equites – uncovering the gems

Murray Winkler and Dwayne Dippenaar, Fund Managers of the Nedgroup Investments SA Equity Fund discuss their global economic outlook, how this compares to the South African economic outlook and where they see value in SA equities.

17 Jun 2021 40 min

Investment Insights: In conversation with Dave Foord

We talk to Dave Foord about what are the most important factors to be considered about the post-pandemic world and how it may impact various global and local asset classes.

10 Jun 2021 36 min

The Balanced Perspective: The inflation debate: what goes up…?

Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and the implications for the financial markets.

3 Jun 2021 16 min

The benefits of gender equality & inclusive growth

Tracey Davies, the Executive Director of Just Share, a voice for shareholder activism in South Africa, discusses gender and pay inequality in South Africa.

20 May 2021 17 min