Nedgroup Investments Insights

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

Investment Insights - Antony Burgess

A Covid-19 strategy aimed to weather the crisis Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19 strategy to take advantage of falling markets. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing…

4 May 2020 40 min

Investment Insights - Jannie Leach

Jannie Leach, Head of Core Investments for Nedgroup Investments, sheds light on why bond funds are an attractive option 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…

30 Apr 2020 23 min

Investment Insights - Ian Anderson

Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, reflects on the impact on the sector and the short-term outlook for domestic property. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These…

29 Apr 2020 36 min

Investment Insights - Anthony Sedgwick

Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their approach to limit the downside of COVID-19. 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…

28 Apr 2020 38 min

Investment Insights - Iain Power

Iain Power, CEO of Truffle Asset Managers, Portfolio Manager of the Nedgroup Investments Balanced Fund, talks about finding value amid the massive virus selloff. 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…

24 Apr 2020 34 min

Investment Insights - Omri Thomas

Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic impacts resulting from the virus. 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…

23 Apr 2020 42 min

Investment Insights - Nick Balkin

Nick Balkin of Foord Asset Management Portfolio Managers of the Nedgroup Investments Stable Fund talks about find stability 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 relevant…

22 Apr 2020 19 min

Investments Insights - Rashaad Tayob

As we head towards the end of week 4 of lockdown and, looking at global trends, everyone is moving to a lower level of lockdown and realising that the economy and society can’t remain shut forever. Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexible Income Fund provides a review…

21 Apr 2020 39 min

Investment Insights - Walter Aylett

A conversation with Walter Aylett about the Nedgroup Investment Bravata Worldwide Flexible Fund and how it was positioned leading into the recent COVID-19 crisis from a local and global perspective. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19…

20 Apr 2020 32 min