Nedgroup Investments Nedgroup Investments Insights

Nedgroup Investments Insights

The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you’re an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding.
Weekly English South Africa Investing · Business News
362 Episodes
200 – 220

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

Responsible Investment Asset Manager Review

David Levinson, Senior Investment Analyst at Nedgroup Investments, shares some initial findings from the Nedgroup Responsible Investment Research Report for 2021 with a focus on what local and global asset managers are doing in terms of diversity and inclusion both in their own companies and those that they invest in.
19 May 2021 17 min

Disruption and evolution in the SA listed property sector

Since the end of 2017, South Africa’s listed property sector has experienced extreme levels of income and capital volatility. 2020 was no exception, but although some uncertainty remains, the sector does appear to be through the worst of it. Join this conversation with Ian Anderson, portfolio manager of the Nedgroup…
12 May 2021 41 min

Balanced Perspective - The US shifts gear on climate regulation

With a ramp up in climate regulation imminent, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, discusses which sector’s stand to benefit, and importantly, those that will need to pivot to get on course with the greener roadmap. This will inform how a portfolio should be positioned for…
5 May 2021 16 min

Global Quarterly Briefing

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.
3 May 2021 11 min

Local Quarterly Briefing

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.
3 May 2021 9 min

Tony Cousins - Rule No. 1: Protect invested capital

Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an overview of the Fund’s performance and positioning as well as how capital has been preserved in the portfolio.
29 Apr 2021 14 min

Brian Selmo - Beginning of the end

Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian provides an update of the portfolio’s performance over the quarter and some of the drivers of performance. He will also share insights into where the team is finding value…
29 Apr 2021 22 min

Ian Beattie- Another EM buying opportunity approaching?

Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an update of the portfolio’s performance over the quarter and the medium-term outlook for emerging markets.
29 Apr 2021 27 min
200 – 220