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
371 Episodes
220 – 240

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

Julian Campbell-Wood - Post-COVID portfolios need Global REITs

Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Julian provides an update of the portfolio’s performance and positioning in Q1, how REITs are positioned in the context of potentially increasing interest rates and the market outlook for 2021.
29 Apr 2021 20 min

Saul Miller - “Why US Inflation Matters”

Saul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund. Saul discusses the Fund’s performance, its positioning going forward and why US inflation matters.
23 Apr 2021 18 min

Omri Thomas - “Are we there yet?”

Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fund’s performance, its positioning going forward and why there are still opportunities in the market.
22 Apr 2021 18 min

Nick Balkin - “Stability through divergent inflation scenarios”

Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to…
22 Apr 2021 19 min

Sharika Salie - “Cash management during a pandemic”

Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. The Fund is a low-risk fund for investors with a very low risk tolerance who can’t sustain a drawdown in their fund over 1-3 months. Sharika discusses how she managed and…
21 Apr 2021 18 min

Philip Liebenberg - “How to enhance low cash yields”

Philip Liebenberg is a portfolio Manager at Abax Investments, the manager of the Nedgroup Investments Flexible Income Fund. Philip takes us through some of his strategies to manage the risks in the markets and how the Fund is positioned to outperform cash.
21 Apr 2021 16 min

International investing in 3 easy steps

Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and practical steps you can follow to take your money offshore.
9 Apr 2021 37 min
220 – 240