Nedgroup Investments Insights

In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager favors European equities over US equities. Plus, join the discussion on the promising prospects of the commodity sector for 2024. Get an update on local markets in this short podcast hosted by Invest...

Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment. The Nedgroup Investments Flagship Fund R...

In this podcast, we explore the impact of President Cyril Ramaphosa’s recent signing of the National Health Insurance (NHI) Bill on citizens and investors. The NHI implementation challenges, funding constraints, and potential economic consequences are analyzed. Shifting our focus to the US, we discuss President Joe Biden’s tariffs, inflation data, and their influence on the economic landscape. To...

In the latest bi-weekly episode of our Market and Economic Wrap titled, “Entering the home stretch for SA elections”, Trevor Garvin, Head of Multi-Management, discusses the upcoming South African elections, global conflicts and market trends. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com. LinkedI...

In this bi-weekly episode of our market and economic wrap, Tumisho Grater from Nedgroup Investments, Multi-Management, delves into the latest economic developments in South Africa and the broader global context. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com. LinkedIn · YouTube

While we spend a lot of time talking about what we should do to cultivate healthy financial behaviour, there are also a few crucial things that we shouldn’t do. Nic Andrew, Executive Head of Nedgroup Investments highlights the top 3 things to avoid to improve your long-term financial outcomes. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on Link...

In this bi-weekly episode of our market and economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, discusses the dramatic events that unfolded in the Western Cape. Amid relentless rain and fierce winds, the Western Cape faced its greatest trial. Beyond the storms, the ex-Speaker of South Africa's parliament grappled with personal battles, revealing unexpected alliances and re...

Join Trevor Garvin from Nedgroup Investments Multi-Manager for a comprehensive analysis of the latest market dynamics and economic developments. This episode, titled “Tragic End to Steinhoff Saga,” delves into the dramatic conclusion of a corporate scandal, the ongoing water crisis in Johannesburg, political corruption probes, and the global impact of election outcomes and terror attac...

Mohini Naidoo, Senior Investment Analyst, engages in a thought-provoking discussion with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund. Together, they delve into the intricacies of achieving dual investment objectives in multi-asset funds, adapting investment strategies to evolving global economic landscapes and navigating the investment implications of political even...

Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks associated with income funds and what investors ca...

In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed Chair, Jerome Powell, and its effects on global markets. The discussion includes insights on the anticipation of interest rate cuts, the impact on emerging market assets, and the strengthening of the rand against the US dollar. Tumisho also speaks ab...

In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a deep dive into major global property themes and how they are likely to play out. Tune in to this insightful podc...

Our latest Market and Economic wrap podcast is titled, "Rand weakens after Finance Minister taps into Foreign Exchange Reserves", is brought to by Head of Multi-Management, Trevor Garvin. You can look forward to highlights from the Finance Minister’s recent budget statement which revealed a narrower deficit and lower debt stock, implications for personal income tax, alcohol an...

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 portfolio manager and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and examine the diverging economies of Japan and China. We conclude by discussing the geopolitical risks of 202...

In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana on Wednesday, 21 February 2024. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com. LinkedIn &...

Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-Manager Investment Analyst, Tumisho Grater. You can expect insights on the economic developments that have been making the rounds, the S&P 500’s latest milestone and other global market news, as well as highlights from President Ramaphosa&rs...

This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Manager, Trevor Garvin, shares a timely update on recent local and global news - ranging from tennis triumphs at the Australian Open, judicial decisions at the International Court of Justice, economic indicators pointing towards potential interest rate c...

Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Listen to this insightful podcast by Multi-Manager Investment Analyst, Seugnet de Villiers, or read the article here. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com....

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 of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these played out through the year makes it clear why he holds this view. Join us for a fascinating discussion as we unp...

In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect insights on key economic signals from the USA, inflation trends and which economic an...

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow.   This week’s instalment is titled “A bumper week for central banks will put rate-cut expectations to the test.” To learn more about Nedgroup Investments, visit: nedgroupinvestments.com LinkedIn · YouTube

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Logistics chaos adds to government woes.” For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We explore the challenges global corporates are facing and how to identify resilient ones. We conclude with an in-depth analysis of key...

In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China. We conclude with a market outlook from a multi-asset portfolio manager. For more o...

In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the influence rugby has played in shaping the history of South Africa.  He draws comparison to some crucial themes in the asset management industry and the characteristics required to deliver consistently for clients over the long term. Finally, he...