Nedgroup Investments Insights

Global Quarterly Briefing - Q2 2023

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com

4 Aug 2023 12 min

Market & economic wrap - Will the Fed raise rates as SA avoids BRICS crisis?

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?” For more on Nedgroup Investments visit: nedgroupinvestements.com

25 Jul 2023 6 min

The effects of Covid as well as the aging global workforce

The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation…

13 Jul 2023 10 min

Market & economic wrap - “US job’s report shows slightly softer underlying conditions"

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions." For more on Nedgroup Investments visit: nedgroupinvestments.com

11 Jul 2023 5 min

Global Summit Podcast - What does it mean to be a true contrarian investor these days?

Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible…

7 Jul 2023 9 min

Global Summit Podcast - Not all emerging markets are equal

Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India. For more on Nedgroup Investments visit: nedgroupinvestments.com

5 Jul 2023 12 min

Global fixed income insights with David Roberts

Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what…

30 Jun 2023 13 min

Global Property insights with Robert Promisel

Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund…

28 Jun 2023 10 min

Global markets once again rattled by inflation - Market & economic wrap

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Global markets once again rattled by inflation and growth concern”. For more on Nedgroup Investments visit: nedgroupinvestments.com

27 Jun 2023 5 min

Low risk, not no risk - The Nedgroup Investments Flexible Income Fund

The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods. Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to…

23 Jun 2023 12 min

Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into…

19 Jun 2023 12 min

Top 10 in 10 - Opportunities Around The Corner

In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc…

15 Jun 2023 10 min

Market & economic wrap - Will the Fed hit the pause button?

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Will the Fed hit the pause button?” For more on Nedgroup Investments visit: nedgroupinvestments.com

13 Jun 2023 5 min

AI, Myopia, Travel and Infrastructure - Global Megatrends

Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we delve into how Meta and Amazon can win from the ChatGPT craze, what is a “hallucination”, how specialised contact lenses correct myopia in children, making money…

8 Jun 2023 11 min

Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on Covid winners that have flopped in recent times, how the investing environment has transformed with higher interest rates, why innovative companies with strong cash generation, in-demand…

31 May 2023 11 min

“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”. For more information about Nedgroup Investments visit: nedgroupinvestments.com

30 May 2023 6 min

Russian arms debacle plunges Rand - Market & Economic Wrap

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. Herewith follows the transcript. This week’s instalment is titled “Russian arms debacle plunges Rand”. For more on Nedgroup Investments visit: nedgroupinvestments.com

16 May 2023 6 min

Surviving load shedding part 2 - Top 10 in 10

We continue the conversation with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund, as the power crises rages on. Dwayne provides us with an on-the-ground update on the local investing landscape and how the team at Laurium Capital are navigating through this tough period.

12 May 2023 11 min

Global Quarterly Briefing - Q1 2023