Nedgroup Investments Insights

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

Investment Insights - Jones Gondo (Cash Solutions Part 4)

Credit on our minds Jones Gondo Senior Research Analyst – Credit at Nedbank CIB talks about our macroeconomic environment with high systemic risk, a lot of uncertainty, and skittish financial flows that potentially threaten financial stability. Our daily fund recordings are live recordings of calls with fund managers on how…

19 May 2020 10 min

Investment Insights - Phil Curley and Geeta Sharma (Cash Solutions Part 3)

Relationship with Blackrock Phil Curley and Geeta Sharma from Blackrock Global Lending and Liquidity Group discuss how Nedgroup Investments clients with offshore cash have the option of investing in a US dollar short-term money market fund, which focuses on capital preservation and liquidity. Our daily fund recordings are live recordings…

19 May 2020 12 min

Investment Insights - JP Landman (Cash Solutions Part 2)

Political overview Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie. 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 be relevant at the time…

19 May 2020 11 min

Investment Insights - Mike Brown (Cash Solutions Part 1)

Banks and financial systems in the current environment Mike Brown CEO at  Nedbank discusses our robust banking system that works well, has been tested, and has performed better than many of its global counterparts in other crises. Our daily fund recordings are live recordings of calls with fund managers on…

19 May 2020 14 min

Investment Insights - David Levinson

Responsible investing beyond Covid-19 David Levinson, Senior Investment Analyst at Nedgroup Investments, discusses the responsible investment landscape among their local and international asset managers. 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…

15 May 2020 46 min

Investment Insights - Cash Solutions Speed Insights 2020

Nedgroup Investments Cash Solutions Speed Insights 2020 In the absence of the 9th annual Nedgroup Investments Treasurers’ Conference, our experts offer some top-down perspectives and insights as we navigate our second month of lockdown. Our daily fund recordings are live recordings of calls with fund managers on how they are…

14 May 2020 1 hr 13 min

Investment Insights - Mike Brown

In conversation with Mike Brown Mike Brown, Chief Executive Officer of Nedbank shares his insights on balance and leadership in uncertain times. 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 be…

13 May 2020 29 min

Investment Insights - Ian Beattie

THE WINNERS IN EMERGING MARKETS DURING THE COVID-19 CRISIS Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging markets have fared during the crisis. Our daily fund recordings are live recordings of calls with fund managers on how they…

8 May 2020 1 hr 04 min

Investment Insights - Julian Campbell-Wood

Property sector performance reflects different crisis demands Julian Campbell-Wood from Resolution Capital, Portfolio Managers for Nedgroup Investments Global Property Fund, reflects on how the various property sectors have fared during the crisis. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with…

7 May 2020 29 min

Investment Insights - Tony Cousins

Taking advantage of extreme market turbulence Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their response to the extreme market turbulence. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19…

6 May 2020 34 min

Investment Insights - Brian Selmo

The Global Flexible Fund and its response to the crisis Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 performance and some ‘risky’ stock purchases. Our daily fund recordings are live recordings of calls with fund managers on how they…

6 May 2020 40 min