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
300 – 320

Investment Insights - Opportunity Fund Quarterly Feedback

Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performance for the last quarter, their view on current markets and how the Fund is positioned for them. 
13 Jul 2020 35 min

Investment Insights - Stable Fund Quarterly Feedback

William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of the Fund’s performance and how the portfolio is positioned.
9 Jul 2020 40 min

Investment Insights - Property Fund Quarterly Feedback

Ian Anderson, the CIO at Bridge Fund Managers who manage Nedgroup Investments Property Fund, provides an overview of the Fund’s performance as well as some insights into the future of the real estate sector post COVID-19.
9 Jul 2020 37 min

Investment Insights - Cash Solutions Quarterly Feedback

Ray Wallace, the CIO at Taquanta Asset Managers who have managed Nedgroup Investments’ cash products since inception, provides an overview of what’s been happening in the Cash Solutions funds over the last six months – Prime Money Market Fund, Money Market Fund, Corporate Money Market Fund and the Core Income…
8 Jul 2020 36 min

Investment Insights - Being human during times of uncertainty

Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients. He’s a specialist on the sub-conscious behaviours that drive decisions and is renowned for bridging complex theory with real-world understanding, especially in relation to decisions that involve money.
23 Jun 2020 55 min

Investment Insights - The outlook for global equities

Andrew Headley, Co-founder and Portfolio Manager at Veritas Asset Management and Manager of the Nedgroup Investments Global Equity Fund, talks about their outlook for global equities against the backdrop of a 40% uptick in the world index for global equities in late March.
11 Jun 2020 15 min

Investment Insights - Post-Covid perspective on major asset classes

Karl Leinberger, Chief Investment Manager for Coronation Fund Managers, comments on Coronation’s house view of the current situation and, from a multi-asset perspective, their view on valuations across the major domestic and global asset classes. Our daily fund recordings are live recordings of calls with fund managers on how they…
11 Jun 2020 16 min

Investment Insights - Is now the right time to back the SA market?

Given that South African equities seem to be very unloved, Murray Winckler, Co-founder and Senior Portfolio Manager at Laurium Capital, answers the question as to whether now if the right time to buy SA. Our daily fund recordings are live recordings of calls with fund managers on how they are…
11 Jun 2020 17 min

Investment Insights - The Outlook for Fixed Income

Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgroup Investments Flexible Income Fund, comments on the outlook for fixed income funds. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only…
10 Jun 2020 21 min

Investment Insights - JP Landman

Is energy the silver bullet we need to exit the low growth scenario? JP Landman is a consultant to Nedbank Private Wealth and an independent political commentator. He focuses on political trends and economics with an emphasis on emerging economies, specifically South Africa. JP reflects on the potential of the…
5 Jun 2020 49 min

Investment Insights - Global Emerging Marketing with Ian Beattie

Compelling indicators to support the bull case for emerging markets Ian Beattie, co-chief investment partner at NS Partners and Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity Fund, highlights the conditions in play to indicate bear market prospects for emerging markets for the latter part of the year…
3 Jun 2020 39 min

Investment Insights - Seugnet de Villiers

Managing clients’ short-term anxiety for long-term growth Seugnet de Villiers, Investment Analyst at Nedgroup Investments, reinforces the need to adhere to the basics of investing when helping clients to stick to their long-term investment plans in times of market turmoil. Our daily fund recordings are live recordings of calls with…
22 May 2020 37 min

Investment Insights - Ray Wallace (Cash Solutions Part 6)

Cash Solutions’ liquidity funds Ray Wallace Chief Investment Officer at Taquanta Asset Managers shares how the funds have weathered the storm really well, emerging much stronger and ready for what’s to come. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with…
19 May 2020 12 min

Investment Insights - Nicky Weimar (Cash Solutions Part 5)

Economic forecast and the impact of the lockdown Nicky Weimar, Group Chief Economist at Nedbank discusses the implementation of the national lockdown and the impact on the economy. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These…
19 May 2020 15 min
300 – 320