Global Flexible Fund - An exceptionally unexceptional year

Loading player...
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the fund fared in what he terms an exceptionally unexceptional year, the challenges facing value managers and how this will impact the fund’s positioning and ability to deliver on its objectives through a full market cycle.
22 Jan 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Trump and his tariffs push global economies to the brink

In our latest podcast with Trevor Garvin, Head of Multi-Management, geopolitics take centre stage with unprecedented global uncertainty and volatility. From the ongoing Ukraine-Russia conflict to the intensified Middle East clashes, political leaders are navigating complex challenges. Domestically, South Africa's political landscape is also active with the ANC under scrutiny…
1 Apr 6 min

The VAT increase in South Africa: A burden on investors

In our latest episode of the Nedgroup Investments Insights podcast, Luthando Mzilikazi, Regional Sales Manager for Gauteng, dives into the impact of the recent VAT increase on South African investors. From understanding the direct cost implications to exploring strategies for safeguarding your investments, this episode is packed with actionable insights…
31 Mar 6 min

Market and economic wrap: SARB’s Monetary Moment: Cut or hold?

Join Tumisho Grater, Multi-Manager Investment Analyst, in our new podcast episode to hear the latest market and economic updates. This week, the spotlight is on the South African Reserve Bank’s Monetary Policy Committee meeting on 20 March. Will they cut rates or hold steady? Plus, more insights on domestic inflation…
18 Mar 7 min