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

392 Episodes

380 – 392

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

Cognitive diversity – the future of innovation

Matthew Syed, Founder of Matthew Syed Consulting invites us to explore diversity in a non-traditional way and describes how a growth mindset can lead to innovation much quicker.

26 Feb 2020 6 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

SAA, strikes and looming junk status – why it might not be as bad as it sounds

We hear from Dave Foord, Fund Manager of the Nedgroup Investments Stable Fund about why we may have already moved beyond the shock of a downgrade, and why he thinks SA interest rates are too high.

3 Dec 2019 10 min

South East Asia – the next investment frontier?

We talk to Dave Foord about why he sees opportunity in South East Asia at the moment and how forces like banking in Europe and the US elections are likely to affect investments.

3 Dec 2019 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

When the world catches a cold, Hong Kong catches pneumonia

How is the unrest in Hong Kong likely to affect international property investments? We talk to Andrew Parsons, Fund Manager of the Nedgroup Investments Global Property Fund to find out.

23 Oct 2019 13 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

Asia, Trade wars and the case for fixed-income investments

In this Nedgroup Investments podcast, we talk to Paul Simons, Fund Manager of the Nedgroup Investments Global Cautious Fund, about where Pyrford is seeing value at the moment, the impact of the trade wards on China and why they like fixed-income investments in the portfolio.

14 Oct 2019 10 min

Finding value internationally: Consumer Staples

Fund Manager Andrew Headley delves into why Veritas Asset Management sees long-term value in global consumer staples – currently one of the biggest categories in the Nedgroup Investments Global Equity Fund.

14 Oct 2019 7 min