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
371 Episodes
340 – 360

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

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
340 – 360