Nedgroup Investments Nedgroup Investments Insights

Investment Insights - Multi-Manager Insights – pausing to re-evaluate

Loading player...
Nedgroup Investments Multi-Manager, in their second Covid-19 webinar, asks the tough question on what our government needs to deliver before year-end and look aheads at the prospects for SA’s retailers and banks. One of the world’s leading global fund managers discusses whether the FAANGs are a bubble waiting to burst and an ethics professor unpacks whether schools should remain open or closed during a worldwide pandemic. Finally, some insights on the issue many wealth planners grapple with – do investors hold enough risk within their portfolios during times of anxiety?
7 Sep 2020 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
All episodes