Julian Campbell-Wood - Post-COVID portfolios need Global REITs

Loading player...
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Julian provides an update of the portfolio’s performance and positioning in Q1, how REITs are positioned in the context of potentially increasing interest rates and the market outlook for 2021.
29 Apr 2021 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

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