Nedgroup Investments Insights

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 “The rand falls on Powell’s hawkish cues, while the dollar stands tall.” 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 “Bok victory brings joy amidst Middle East crises.” LinkedIn · YouTube

The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in the retirement industry.   For more on Nedgroup Investments, visit: n...

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 “Middle east crisis will have global ramifications.” For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus. 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 “Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry.” For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US. 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.  Herewith follows the transcript.  This week’s instalment is titled “Central banks, inflation and rate announcement – a big week ahead.” LinkedIn · YouTube

In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate finance on the continent. They share their journey up to now, the opportunities available to investors, and their belief that conservation finance can deliver returns while contributing positively to the biodiversity crisis. 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 “National Treasury warns of impending debt crisis.” For more on Nedgroup Investments visit: nedgroupinvestments.co.za     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 “SA looks to strengthen strategic ties, BRIC by BRIC.”. For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil emerging opportunities, while the escalating momentum of BRI...

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 Summit in London, where he shared intriguing insights on investment trends from the past two decades and their implications for the future. For more on 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 “Iranian President attending BRICS summit causes Anti-West stir.” For more on Nedgroup Investments visir: nedgroupinvestments.com LinkedIn · YouTube

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit or webite: 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.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?” For more on Nedgroup Investments visit: nedgroupinvestements.com LinkedIn · YouTub...

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 could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation and why he thinks the labour market forces are likely to continue to exasperate the inflatio...

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 instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions." For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe. F...

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 sees real structural investment opportunities in India. For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

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 fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what he thinks is in store for fixedincome investing. For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund Manager of the Nedgroup Investments Global Property Fund to discuss the opportunity set in global l...

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 “Global markets once again rattled by inflation and growth concern”. For more on Nedgroup Investments visit: nedgroupinvestments.com LinkedIn · YouTube

The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods.   Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax...