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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
240 – 260

The Balanced Perspective: Big Tech vs. the Antitrust Movement

Over the past few months there has been plenty of unfriendly noise between Apple and Facebook, and more recently the Australian government’s willingness to take on big tech. Does this set a precarious precedent for what lies ahead for the sector? And then, of course, there’s the mysterious case of…
2 Mar 2021 14 min

Post-Budget speech analysis with Nicky Weimar

Nicky Weimar, Chief Economist at Nedbank takes us through the key outcomes of the speech as well as her analysis of what the likely economic impacts for the country will be.
25 Feb 2021 47 min

Navigating South African Fixed Income Markets

Phillip Liebenberg the new portfolio manager of the Nedgroup Investments Flexible Income Fund, dissects various South African economic issues and how he is positioning the portfolio in the current environment.​​​​​​​
23 Feb 2021 25 min

Nedgroup Investments Global Quarterly Briefing

The Nedgroup Investment Global quarterly briefing is a selection of the interesting global 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 information on our funds, visit www.nedgroupinvestments.co.za…
5 Feb 2021 14 min

Nedgroup Investments Local Quarterly Briefing

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 information on our funds, visit www.nedgroupinvestments.co.za In this…
5 Feb 2021 15 min

The Balanced Perspective – the outlook for emerging market equities

There is a lot of rhetoric in the market about the shift to emerging market value. Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the local equity market in South Africa and can we make…
2 Feb 2021 16 min

Mark Mobius - Investing for good in Emerging Markets

Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the relevance and importance of investing for good in emerging partners in a Q&A session with Rob Johnson, Head of Investments at Nedgroup Investments.
27 Jan 2021 28 min

Clem Sunter – Climate change and ethics

Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics in a Q&A session with David Levinson, Senior Investment Analyst at Nedgroup Investments.
26 Jan 2021 25 min

Global Equity Fund - Mr. Market

Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the fund’s performance for the last quarter and what we can expect from the markets going forward.
22 Jan 2021 19 min

Global Flexible Fund - An exceptionally unexceptional year

Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the fund fared in what he terms an exceptionally unexceptional year, the challenges facing value managers and how this will impact the fund’s positioning and ability to deliver on its objectives through a…
22 Jan 2021 19 min

Global Property Fund - REITS: Vaccines, Recovery & Value

Marco Colantonio from Resolution Capital, Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of the fund’s performance in 2020 and where he sees value in the market in 2021.
22 Jan 2021 20 min

Stable Fund - Outlook for the year ahead

Dave Foord is the CIO of Foord Asset Management, the Portfolio Manager for the Nedgroup Investments Stable Fund. The fund has been shooting the lights out for over ten years and is currently number one over one year and, since its inception 13 years ago, is also number one relative…
20 Jan 2021 29 min

Balanced Fund – Taking stock

Since its inception in 2011, the Nedgroup Investments Balanced Fund has had annualised returns of 11.5% and we’re confident that this stellar performance will continue in 2021. Iain Power, the CIO of Truffle Asset Management, the Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes stock of the…
20 Jan 2021 22 min

Rainmaker Fund - Is local always lekker, as in Q4?

Steve Minnaar from ABAX Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution of the Fund during 2020 and the team’s views on local versus offshore companies. Will local trump global or is local still lekker.
20 Jan 2021 22 min
240 – 260