This months Balanced Perspectives takes us through the learnings from the last 10 years.
This months Balanced Perspectives takes us through the learnings from the last 10 years.
Rules-based funds continue to grow at the expense of active across most markets, a reflection of investor preferences and the pressures on fees and costs in the industry. This is clear in the findings of the Nedgroup Investments annual Core Chart book which illustrates the state of the entire rules-based industry in a series of interesting charts and data points.
Andrew Headley, Head of Global, Veritas Asset Management
Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners.
Andrew Tarver, Founder, Jigsaw
Dhaval Joshi, Chief Strategist, BCA Research
Steven Romick, Founding Partner, FPA
Andrew Parsons, Chief Investment Officer, Resolution Capital
Tony Cousins, Chief Investment Officer, Pyrford International on inflation
Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights
Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments
Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.
Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.
David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments
The Nedgroup Investments Core Guarded Fund has the best chance of success in the Multi-Asset Low Equity category. Funds in this category are typically suited to investment periods of about 3 years because they have smaller ups and downs compared to traditional balanced funds used for pension savings. The Nedgroup Investments Core Guarded Fund has lower overall costs and fees, which means you don’t need to look for additional returns just to overcome the fee hurdle.
We discuss the importance of corporate citizenship to investors, as we also saw during the height of the Covid-19 pandemic and July lootings. Iain also gives his thoughts on the risks vs. rewards of remaining in China, is it worth the toll?
In this edition of the Balanced Perspective, Iain gives his thoughts on the investment impact of the recent looting and how this may have affected SA’s economic prospects. We will also reflect honestly on recent events and gain a deeper appreciation of who the odds favour in the battle of Good versus Bad versus Ugly.
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.
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.
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.
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.
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.
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.
Ian Beattie, a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update on the Fund’s performance and some key themes relating to manufacturing and Chinese policy.
Dwayne Dippenaar is a Portfolio Manager at Laurium Capital, the managers of the Nedgroup Investments SA Equity Fund. The SA Equity Fund focuses exclusively on investing in South African markets and has no offshore exposure. Dwayne discusses the Fund's Q2 performance and some thoughts on Naspers, which is one of the bigger components of the JSE.
Nick Balkin is a Portfolio Manager at Foord Asset Management, the manager of the Nedgroup Investments Stable Fund. Nick discusses how diversification is a key component of the investment philosophy at Foord and provides an overview of the Fund’s Q2 performance.
Philip Liebenberg from Abax Investment is the manager of the Nedgroup Investments Flexble Income Fund. As the world and South Africa starts to ramp up its vaccination programmes, we're starting to see a recovery in economies, pressure is starting to build on inflation and the question that is being raised, particularly in emerging markets, is whether rates are going to rise. Phillip discusses this question and provides an overview of the Flexible Income Fund’s performance over the past quarter.
The Nedgroup Investments Opportunity Fund celebrates it’s 10th anniversary. Join us in conversation with portfolio manager Omri Thomas, as he reflects on the last 10 years.
Matthew de Wet is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Matthew discusses the Fund's Q2 performance and some thoughts on whether investment opportunities are in SA or offshore.
Anthony Sedgwick is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Rainmaker Fund. Anthony provides an update on the Rainmaker Fund, some offshore portfolio picks given that the Fund now invests in offshore equities as well as the benefits of regional diversification when the Rand came under pressure.
In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of both the global and local markets’ response to the phenomenon.
We chatted to Dave Foord about his views on investing in a post-covid world and where the opportunities will be as well as what he thinks about the prospects for global inflation.
Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fund’s performance, its positioning going forward and why there are still opportunities in the market.
Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to protect capital over a rolling 1 year. Nick discusses how to achieve stability through divergent inflation scenarios.
Philip Liebenberg is a portfolio Manager at Abax Investments, the manager of the Nedgroup Investments Flexible Income Fund. Philip takes us through some of his strategies to manage the risks in the markets and how the Fund is positioned to outperform cash.
Steve Romick and Brian Selmo, co-portfolios managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the fund in a continually changing landscape and what it means to be a contrarian value investor in today’s fast-paced environment.
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and practical steps you can follow to take your money offshore.
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Professor Greg Davies from Oxford Risk discusses the South African investing personalities revealed from the recent Nedgroup Investments Behavioural Survey, and how to identify and harness certain personality traits that investors portray.
Professor Paul Dolan, head of Behavioural Sciences at the London School of Economics explores how science can help us to get the most happiness from our investments and not just the most money.
William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.
There is a lot of rhetoric in the market about the shift to emerging market value. Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the local equity market in South Africa and can we make any assumptions? In our second balanced Perspective event, Iain Truffle, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing among global asset managers and where the shortfalls are.
Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics and the Covid vaccine roll-out and what that may mean morally and ethically from a global perspective.
Marco Colantonio from Resolution Capital, Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of the fund’s performance in 2020 and where he sees value in the market in 2021.
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the fund fared in what he terms an exceptionally unexceptional year, the challenges facing value managers and how this will impact the fund’s positioning and ability to deliver on its objectives through a full market cycle.
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing in emerging markets for 25 years and will address ‘emerging markets – we’ve just begun’.
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the fund’s performance for the last quarter and what we can expect from the markets going forward.
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s unique investment approach, how the fund performed in 2020 and whether vaccines mean a V-shaped recovery.
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strategy unfolded in 2020, where he sees markets going in 2021 and how the Fund is positioned.
Dave Foord is the CIO of Foord Asset Management, the Portfolio Manager for the Nedgroup Investments Stable Fund. The fund has been shooting the lights out for over ten years and is currently number one over one year and, since its inception 13 years ago, is also number one relative to its peers over that time period. In a Q&A format, Dave discusses his prospects for the current global environment, the outlook for the year ahead and what impact that might have on financial markets.
Since its inception in 2011, the Nedgroup Investments Balanced Fund has had annualised returns of 11.5% and we’re confident that this stellar performance will continue in 2021. Iain Power, the CIO of Truffle Asset Management, the Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes stock of the main contributors to performance in 2020 and the current environment and how that translates into the portfolio’s positioning.