video

The socio-economic and political state of RSA according to Peter Bruce

Some are calling events over the last week, democratic South Africa’s “darkest hour". South Africans and the world watched in disbelief as socio-economic and political tensions boiled over. Was the violence, looting and rioting a result of spontaneous acts or something more orchestrated? What does this mean for the people of South Africa and for SA Inc.? Watch Editor-at-large and columnist Peter Bruce, as he discusses the state of South Africa.

Watch video

video

Uncomfortably comfortable

Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund. Steven provides an update on the Fund, the contributors to performance and the composition of the portfolio and what they’re thinking going forward.

Watch video

video

Transition, Confusion

Jeremy Lang is a Portfolio Manager at Ardevora Asset Managers, the managers of the Nedgroup Investments Behavioural Fund. In a Q&A with David Levinson, Jeremy shares their unique approach to investing and provides an overview of the Fund’s recent performance.

Watch video

video

Inflation Fears - REITerating Fundamentals

Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Marco discusses the performance of REITS and provides an overview of the Fund’s performance and positioning.

Watch video

video

Consideration of stimulus outcomes

Mike Moore is a Portfolio Manager at Veritas Asset Management, the managers of the Nedgroup Investments Global Equity Fund. Mike provides an update on the Fund’s performance over Q2 and provides some insights on the impact on equity investing given the large amounts of stimulus.

Watch video

video

Keep your powder dry

Tony Cousins is the CEO of Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an update on the Fund and its performance over Q2 as well the importance of keeping your powder dry.

Watch video