Nedgroup Investments Insights

The Balanced Perspective: The single biggest influencer of global asset class returns in 2021?

Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, and how this has ramifications not just for US assets but for emerging markets and their currencies, as well.

7 Apr 2021 13 min

Trudi Makhaya, Economic Adviser to the President

Trudi Makhaya provides an update on the status of the government’s implementation plans to tackle the economy in a post-COVID world.

6 Apr 2021 24 min

William Pattisson, Ardevora Asset Management - Inside the mind of a behavioural investor.

William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.

31 Mar 2021 34 min

Professor Greg Davies, Oxford Risk - South Africa’s Investing Personalities

Professor Greg Davies from Oxford Risk discusses the South African investing personalities revealed from the recent Nedgroup Investments Behavioural Survey, and how to identify and harness certain personality traits that investors portray.

31 Mar 2021 25 min

Professor Paul Dolan, London School of Economics - Design your happy ever after

Professor Paul Dolan, a renowned global expert in behavioural science and happiness, is the head of Behavioural Sciences at the London School of Economics. He explores how science can help us to get the most happiness from our investments and not just the most money.

31 Mar 2021 33 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

Philip Liebenberg – Does the high yield still outweigh fiscal risks in SA fixed income markets?

Philip Liebenberg, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses whether the current high yields available on SA bonds outweigh the increased fiscal risks in the SA fixed income market.

26 Mar 2021 19 min

Trevor Garvin in conversation with Bryan Cameron - Is it time to be rotating from global “quality stocks to global “cyclicals”?

Bryan Cameron, Senior Vice-President and Head of Research at global equity manager, Dodge & Cox discusses the future of moving from quality stocks to value style investing.

26 Mar 2021 23 min

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

Roy Bagattini - Why sustainability matters

Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters.

27 Jan 2021 26 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

Peter Uhlenbruch - Point of no returns: setting standards for responsible investing

Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses the points of no return when it comes to setting the standards for responsible investing.

26 Jan 2021 29 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 Cautious Fund - Tactical asset allocation in volatile markets

Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strategy unfolded in 2020, where he sees markets going in 2021 and how the Fund is positioned.

22 Jan 2021 18 min