Nedgroup Investments Nedgroup Investments Insights

Investment Insights - Brian Selmo

Loading player...
The Global Flexible Fund and its response to the crisis
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 performance and some ‘risky’ stock purchases.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.
6 May 2020 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
All episodes