Nedgroup Investments Insights

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

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