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
340 – 360

Investment Insights - Kokkie Kooyman

Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the COVID-19 crisis and resultant economic shutdown and the difference to other crises. We know what caused it, that it will end and we will normalise when it is safe to do so. The 2008 crisis was very US-centric…
20 Apr 2020 29 min

Investment Insights - Simon Kendall

In this recording, Simon Kendall of Portfolio Manager of the Nedgroup Investments Mining & Resources Fund chats to our Head of Investments, Rob Johnson about navigating the resources sector in this turbulent environment. Our daily fund recordings are live recordings of calls with fund managers on how they are dealing…
18 Apr 2020 40 min

Investment insights – Nicky Weimar

Our conversation with Nicky Weimar, Group Chief Economist for Nedbank, focuses on what to expect from the global and SA economy given the Covid-19 pandemic. We also ask Nicky what measures she would implement as the Minister of Finance. Our daily fund recordings are live recordings of calls with fund…
16 Apr 2020 31 min

Investment Insights – Dave Foord

In this recording, Dave Foord, manager of the Nedgroup Investments Stable Fund discusses the disruptions caused by Covid-19 which will lead to a major restructure in the way we do things, the effects of a global lockdown, and how different markets will manage the downturn. Our daily fund recordings are…
14 Apr 2020 24 min

Challenging dynamics of the global property market

We chat to Andrew Parsons of Resolution Capital, Manager of the Nedgroup Investments Global Property Fund on finding the balance and value between the boom of commercial property, the challenge of retail property and the shortage of residential property.
6 Apr 2020 13 min

European outlook

We talk to Daniel McDonagh from Pyrford International, manager of the Nedgroup Investments Global Cautious Fund about a slowdown and disruption in certain sectors in Europe, as well as what future trade agreements may look like following Brexit.
25 Mar 2020 14 min

Growth in tough economic conditions

Looking for assets both locally and globally? Iain Power, manager of the Nedgroup Investments Balanced Fund talks about the opportunities that come with recession and tough economic conditions.
25 Mar 2020 13 min

Focussing on sound property sectors

Ian Anderson, manager of the Nedgroup Investments Property Fund, discusses how crises and weak markets are not unchartered waters and we can look forward to a recovery, which is why the fund is invested in businesses that they anticipate will have good growth in the next few years.
25 Mar 2020 15 min

Tactical fund management in times of uncertainty

We talk to Rashaad Tayob, Fund Manager of the Nedgroup Investments Flexible Income Fund, about record-low global yields, aggressive easing, the yields on South African bonds as well as how the rand's value influences how much protection  they build into the fund.
20 Mar 2020 11 min

The future of investment management

Simon Weinberger, Head of Europe, at BlackRock® discusses how they use big data to plot global investing trends and sentiment, setting them apart from other fund managers.
26 Feb 2020 7 min

Emerging markets outlook

Could the coronavirus be a catalyst for further China policy response?  Ian Beattie Chief Investment Officer at NS Partners Ltd, Manager of the Nedgroup Investments Global Emerging Markets Fund explains how the economic disruption caused by the virus could lead to a stronger market recovery.
26 Feb 2020 12 min

Identifying technology that is a winner

Does this technology solve a really important problem?  Does it make your business more efficient? Roger Portnoy, Founder of Fintech Advisory Services discusses the key to identifying technology that will change the nature of financial services for the better.
26 Feb 2020 9 min

20 years of managing money in an ever-changing landscape

In an economic and political landscape where change has been the norm, Andrew Headley, Chief Investment Officer at Veritas Asset Management, Manager of the Nedgroup Investments Global Equity Fund, describes how Veritas has had to adapt on how they manage money.
26 Feb 2020 12 min

What does a diversified property portfolio actually look like?

In a world of constant change, where and how do property funds diversify their holdings? We chat to Andrew Parsons, Fund Manager of the Nedgroup Investments Global property Fund who discusses how Resolution Capital respond to the global forces in the property market and where they see value.
26 Nov 2019 12 min

SA Property Market: Where to now?

We talk to Ian Anderson, Fund manager of the Nedgroup Investments Property Fund about what is going on with local property investments at the moment.
15 Oct 2019 8 min

Finding value internationally: Global Healthcare

While everyone else seems to be wary of US Healthcare stocks, we chat to Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity Fund, about why Veritas Asset Management is investing in the category. Find out why he thinks there is long-term value in the investment.
14 Oct 2019 9 min
340 – 360