Nedgroup Investments Insights
Episodes
Our Flagship Fund Range: Adapting dual investment objectives in multi-asset funds
25 Mar 2024
Contributed by Lukas
Mohini Naidoo, Senior Investment Analyst, engages in a thought-provoking discussion with Omri Thomas, Portfolio Manager of the Nedgroup Investments Op...
Our Flagship Fund Range: Not all Income Funds are created equal
20 Mar 2024
Contributed by Lukas
Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in...
Market & economic wrap: Powell’s dovish testimony sparks rand rally
12 Mar 2024
Contributed by Lukas
In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed ...
Global Quarterly Briefing - Q4 2023
05 Mar 2024
Contributed by Lukas
In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us thr...
Market & economic wrap: Rand weakens after Finance Minister taps into Foreign Exchange Reserves
27 Feb 2024
Contributed by Lukas
Our latest Market and Economic wrap podcast is titled, "Rand weakens after Finance Minister taps into Foreign Exchange Reserves", is brought to by Hea...
Local Quarterly Briefing - Q4 2023
26 Feb 2024
Contributed by Lukas
In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook from a multi-asset por...
Budget Speech 2024: Unpacking the gritty details
22 Feb 2024
Contributed by Lukas
In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget...
Market & Economic wrap: The rand stumbles as the SONA fails to lift confidence
13 Feb 2024
Contributed by Lukas
Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-M...
Market & Economic wrap: Inflation and interest rate cuts – what to expect?
30 Jan 2024
Contributed by Lukas
This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Mana...
A parent's guide to tax-free investing
19 Jan 2024
Contributed by Lukas
Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Liste...
Not another outlook: Why we don't believe in predicting the future
19 Jan 2024
Contributed by Lukas
The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head...
Market & Economic wrap: Global election jitters a likely headwind for the rand.
16 Jan 2024
Contributed by Lukas
In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 202...
Market & economic wrap: A bumper week for central banks will put rate-cut expectations to the test.
12 Dec 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Market & economic wrap - Logistics chaos adds to government woes.
28 Nov 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Global Quarterly Briefing - Q3 2023
23 Nov 2023
Contributed by Lukas
In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portf...
Local Quarterly Briefing - Q3 2023
23 Nov 2023
Contributed by Lukas
In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks a...
How Sport can shape a nation
21 Nov 2023
Contributed by Lukas
In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the ...
The rand falls on Powell’s hawkish cues, while the dollar stands tall - Market & economic wrap
14 Nov 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Market & economic wrap - Bok victory brings joy amidst Middle East crises.
31 Oct 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Two-pot retirement system: All you need to know
26 Oct 2023
Contributed by Lukas
The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summar...
Middle East crisis will have global ramifications - Market and economic wrap.
17 Oct 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
SA Equity Insights: Stepping into the African Arena
11 Oct 2023
Contributed by Lukas
In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with ...
Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry - Market and economic wrap
03 Oct 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Around the World with Responsible Investing
27 Sep 2023
Contributed by Lukas
In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes currently making headlines in responsible...
Central banks, inflation and rate announcement – Market and economic wrap.
19 Sep 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Conservation finance: Africa’s great opportunity.
14 Sep 2023
Contributed by Lukas
In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate ...
Market & economic wrap - National Treasury warns of impending debt crisis.
05 Sep 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Market and economic wrap - SA looks to strengthen strategic ties, BRIC by BRIC
22 Aug 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
2023 two-pot system update
17 Aug 2023
Contributed by Lukas
In this episode we are joined by Senior Legal Advisor, Denver Keswell to discuss the recent update to the draft proposal of the two-pot system. For o...
Local Quarterly Briefing - Q2 2023
15 Aug 2023
Contributed by Lukas
In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth ex...
Unravelling investment trends: Learning from the past to inform the future
11 Aug 2023
Contributed by Lukas
In this episode we welcome back the Head of Nedgroup Investments – Nic Andrew to chat to us about his recent presentation at our annual Global S...
Market and economic wrap - “Iranian President attending BRICS summit causes Anti-West stir.”
08 Aug 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Global Quarterly Briefing - Q2 2023
04 Aug 2023
Contributed by Lukas
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed...
Market & economic wrap - Will the Fed raise rates as SA avoids BRICS crisis?
25 Jul 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
The effects of Covid as well as the aging global workforce
13 Jul 2023
Contributed by Lukas
The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which cou...
Market & economic wrap - “US job’s report shows slightly softer underlying conditions"
11 Jul 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Global Summit Podcast - What does it mean to be a true contrarian investor these days?
07 Jul 2023
Contributed by Lukas
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 Contraria...
Global Summit Podcast - Not all emerging markets are equal
05 Jul 2023
Contributed by Lukas
Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he se...
Global fixed income insights with David Roberts
30 Jun 2023
Contributed by Lukas
Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixe...
Global Property insights with Robert Promisel
28 Jun 2023
Contributed by Lukas
Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. B...
Global markets once again rattled by inflation - Market & economic wrap
27 Jun 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Low risk, not no risk - The Nedgroup Investments Flexible Income Fund
23 Jun 2023
Contributed by Lukas
The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excelle...
Global Megatrends: Chips, Logistics, Gene Mapping and Brand Power
19 Jun 2023
Contributed by Lukas
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the ...
Top 10 in 10 - Opportunities Around The Corner
15 Jun 2023
Contributed by Lukas
In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the...
Market & economic wrap - Will the Fed hit the pause button?
13 Jun 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
AI, Myopia, Travel and Infrastructure - Global Megatrends
08 Jun 2023
Contributed by Lukas
Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we de...
Global Megatrends: Changing Fortunes, Inflation, and Quality Businesses
31 May 2023
Contributed by Lukas
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on...
“SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”
30 May 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow...
Russian arms debacle plunges Rand - Market & Economic Wrap
16 May 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Surviving load shedding part 2 - Top 10 in 10
12 May 2023
Contributed by Lukas
We continue the conversation with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund, as the power crises rages on. Dwa...
Global Quarterly Briefing - Q1 2023
08 May 2023
Contributed by Lukas
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed...
Local Quarterly Briefing - Q1 2023
08 May 2023
Contributed by Lukas
The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed ...
Opportunities and Geopolitics in Emerging Markets
05 May 2023
Contributed by Lukas
In this fast-paced episode with Michael Mortimore from NS Partners, we discuss the evolution of globalisation, developmental risks in China, India and...
Market & economic wrap: Markets on tenterhooks as investors brace themselves for the latest US Fed policy announcement
03 May 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Biodiversity and investing, two sides of the same coin
26 Apr 2023
Contributed by Lukas
In this episode we chat with Candice Stevens of the Sustainable Finance Coalition, covering global frameworks and targets, to the opportunities that p...
Market and economic wrap - “A short respite from global market nervousness”.
18 Apr 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Market & Economic Wrap - The rand cheers an unexpected 50 basis point hike
04 Apr 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Responsible investing: our latest survey findings and what we’re focusing on
28 Mar 2023
Contributed by Lukas
We chat with David Levinson, our Head of Responsible Investment, on our latest responsible investment report. Alongside discussing the report’s ...
Silicon Valley Bank collapse causes global jitters - Market & Economic wrap
22 Mar 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
Top 10 in 10 - Surviving Load Shedding: Why SA Equities Are More Resilient Than You Think
10 Mar 2023
Contributed by Lukas
With local economic sentiment continuing to deteriorate against the backdrop of the worst loadshedding on record, and hampered by crumbling infrastruc...
Market and economic wrap - Will Dr. Ramokgopa be the flicker of hope in Eskom’s darkness?
07 Mar 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global ...
ChatGPT - The next big thing?
02 Mar 2023
Contributed by Lukas
This quarter Nic Andrew, Executive Head of Nedgroup Investments, joins us in the studio to chat about Chat GPT and what it means for our future. For m...
2023 Budget Speech - The Two Pot Retirement System: How it will work, and what it means for savings in SA.
28 Feb 2023
Contributed by Lukas
We welcome back Denver Keswell -Senior Legal Advisor at Nedgroup Investments, to share further commentary on the 2023 Budget Speech. This time he shar...
Budget Speech 2023 key takeout’s
24 Feb 2023
Contributed by Lukas
With all the talk at the moment being around the 2023 Budget Speech. We sit down with Denver Keswell, Senior Legal Advisor at Nedgroup Investments to ...
Market and economic - Any surprises in this year’s Budget speech?
21 Feb 2023
Contributed by Lukas
Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow...
Retirement Annuity vs. Tax-free Investing
21 Feb 2023
Contributed by Lukas
In this podcast we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to chat about two investment products that help investor...
The secret about sequence of returns
13 Feb 2023
Contributed by Lukas
In this episode we welcome Tracy Jensen - investment analyst at Nedgroup Investments to talk about some ground-breaking research into Sequence of Retu...
Top 10 in 10: Bright Spots
10 Feb 2023
Contributed by Lukas
Amid a seemingly worsening power crises and stagnant economic growth, we discuss three attractive investments within the Nedgroup Investments SA Equit...