This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

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

Loading player...

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 Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe.
For more on Nedgroup Investments visit: nedgroupinvestments.com

7 Jul 2023 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Reading the signals - Markets, metals, and monetary policy

In our latest market and economic wrap, Tumisho Grater, Multi Management Investment Analyst, breaks down the forces driving sentiment both locally and abroad. Global markets are navigating a complex web of strong earnings momentum, elevated equity valuations, shifting currency dynamics, and renewed geopolitical uncertainty. With more than 90 S&P 500…

27 Jan 7 min

Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical tensions and record-breaking equity returns to South Africa’s rand strengthening to a three-year high, we unpack the trends driving investor sentiment. Discover…

13 Jan 7 min

Market and economic wrap: South African equity markets outshine the rest of the world for 2025.

Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, as he reflects on a transformative year for South Africa and global markets in our final Market and Economic Wrap podcast for 2025. From political shifts under the Government of National Unity and Eskom’s turnaround to record-breaking equity returns and a…

10 Dec 2025 7 min

Investing and spending: Two sides of the same coin

In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them. Drawing inspiration from Morgan Housel’s…

9 Dec 2025 10 min

Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home,…

2 Dec 2025 6 min

All episodes