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
220 – 240

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

Nicky Weimar – Five steps to address unemployment

Nicky Weimar, the Chief Economist for Nedbank, provides insights into job creation and unemployment in South Africa, and the five steps that can be taken to address the current unemployment rate of 32%.
26 Mar 2021 24 min

Neville Chester - Rand hedges versus SA inc: Where to lay your bets

Neville Chester, Portfolio Manager at Coronation Fund Managers, discusses whether we should be taking our money offshore via  Rand hedge stocks or if we should be tilting our portfolio to more SA Inc, domestic companies that generate most of their revenue from South Africa.
26 Mar 2021 13 min
220 – 240