What the financial world learnt from 2020

The valuable lessons from an extremely challenging year

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How does the Covid vaccine impact the outlook for emerging market equities?

With the arrival of the Covid vaccine many people speculate about the outlook for emerging market...

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Three reasons to buy cyclical exposure on the dip

Fund Manager of the Global Emerging Markets Equities Fund says there is reason to be cautious on ...

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The home bias dilemma - how do you determine the right level of offshore exposure?

An examination of the home bias dilemma in investment portfolios

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Are equity markets overvalued?

Why recent events have prompted this fund manager to go defensive on equities

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Responsible Investing - Mind the ambition gap

Key take outs from our Responsible investing Summit

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Everything we know about the Covid vaccines

What is approved, available and how the rollout process is planned for SA

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Let the main thing stay the main thing

Valuable leadership lessons learnt from the road to world cup victory

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How does ESG Integration and carbon risk analysis influence a portfolio?

A closer look at how Veritas factors in ESG and Carbon risk when making investment decisions

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The importance of growth assets for retired clients

Why retirees should not shy away from risk assets in their investment portfolios

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What’s the outlook for SA inflation?

We unpack the SA inflation basket to get insight into how inflation might be affected in future

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High global liquidity bodes well for emerging markets

Rising global money growth leaves Ems well-placed for outperformance

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Financial emigration and retirement funds

An explanation of changes to the concept of financial emigration affecting retirees.

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Is all bank debt equal - and why does this matter?

Understanding the nuances of bank debt is crucial for investors

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Industry insights at your fingertips – helping you navigate through chaos

Subscribe to the new Nedgroup Investments Pulse Report for market insights

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Lessons learnt from unprecedented times

An unprecedented speed of collapse of markets in March. An unprecedented global pandemic with ext...

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Six reasons why we’re optimistic about Emerging Market equities

Excess liquidity in the world economy is at the highest level since the end of the Global Financi...

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A contrarian’s approach to market disruption

As Global markets fell dramatically in the first quarter of 2020, it provided an opportunity for ...

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The role of fixed income in achieving long-term return objectives

The Nedgroup Investments Core funds provide the investor with low-cost exposure to a range of loc...

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Managing your living annuity through turbulent times

The lack of inflationary growth from the domestic equity market over the past few years, combined...

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Stability in uncertain times

There are two components to the Nedgroup Investments Stable Fund’s investment objective.

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When to invest in cash and income funds

Quarter two 2020 industry statistics will reflect an enormous flow of money into cash type unit t...

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Retiree participation is key in development of new and innovative retirement product

For most South Africans, their retirement savings is the largest sum of money they will ever have...

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Responsible Investing: Make your vote count

Historically, voters have expressed their loudest voice on resolutions pertaining to executive an...

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Will it be feasible to use a living annuity as part of your default annuity strategy?

On the 8 June 2020 the FSCA published the Draft Conduct Standard of 2020: Conditions for Living A...

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Rational decision-making during COVID-19

The decisions you make now could have significant long-term consequences

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Finding the balance

To achieve an optimally balanced portfolio of assets, our fund managers have to consider an impos...

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The Core Global Fund – no home bias and truly diversified

In a time of crisis, one often hears people remark that “this time it’s different” as the narrati...

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Update on the Nedgroup Investments Global Equity Fund

Since 2001, when Veritas began managing their Global Focus Strategy, which the Nedgroup Investmen...

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The importance of capital protection

With every investment decision there is a tug of war - a battle between risk and reward, equities...

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2019 Responsible Investment Report

As our parent company, Nedbank Ltd, further entrenches the United Nations Sustainable Developmen...

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Stick to your long-term offshore investment plan

Many South African investors are, however, hesitant to approach offshore investing and consider t...

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Options for offshore investing – and their tax implications

Amid the tide of reports of doom and gloom for the local economy, supported recently by Moody’s o...

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The challenges of S37C for retirement fund trustees

Section 37C is viewed as a social security measure to ensure that dependants of deceased retireme...

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Facts or fear – what will drive you in 2020?

In his book Triumph of the Optimists, Jeremy Siegel stated, “Fear has a greater grasp on human ac...

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Podcast: What does a truly diversified property portfolio look like?

In a world of constant change, where and how do property funds diversify? We chat to Andrew Parso...

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The Core Accelerated Fund: less weight, more power

When your goal is long-term growth, its crucial to be invested in the right kinds of investments.

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Tax-free investments – one of the most powerful investment tools around

The new year is a fantastic time to get your finances in order. One of the most powerful ways to ...

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Responsible investing - no longer just a nice to have

At the recent gathering of world leaders in Davos for the annual World Economic Forum (WEF), one ...

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Hiding your light under a bushel

Eskom is in crisis – we all know that. But why are we not paying attentions to some of the plans ...

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Are you an eater or a waiter?

There is overwhelming and well-publicised evidence that to maximise the chance of achieving your ...

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Podcast: Where is Veritas finding value in the current market environment?

In a podcast with Andrew Headley who was recently in South Africa, our Head of Investments, Rob J...

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Podcast: Property Investments in SA - what now?

In a podcast recorded with Ian Anderson, Fund Manager of the Nedgroup Investment Property Fund, w...

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See no evil? Why it is important to help clients visualise the Big Picture

For financial planners, helping clients to fully understand the impact of their financial decisio...

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Thoughts from the road: Hong Kong and China

Fund Manager of the Nedgroup Investments Global Emerging Markets Equity Fund recently spent some ...

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It’s time to talk about death. Your death.

As the famous quote goes, there are only two certain things in life – death and taxes

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Feeling trapped in a bad ruck?

Rugby World Cup fever is following its usual 4-year cycle of uniting a country that has experienc...

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Just do something

‘Just do something’ is the cry now rising from all over South Africa, a plea to the president and...

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I’m biased. And so are you…

The term behavioural finance is all the rage. Behavioural economists have won Nobel Prizes and at...

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A unique approach to investing around the world

We are delighted to announce the launch of the Global Diversified Equity Fund (GDE) as the latest...

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Living Annuities: why you might be giving up important growth

Amidst the countless competing priorities of ever-increasing expenses when one goes through their...

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Emerging Markets: Preparing for the next upswing?

Globally, markets are factoring in the prospect of a cycle downswing, a trade war and possibly ev...

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Three questions a DIY investor needs to ask themselves before investing

Do-it-yourself (DIY) investing appeals to a range of investors who prefer to manage their own sav...

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Don’t sabotage your retirement savings – It’s easier than you think

It is somewhat surprising how many retirement fund members still access their retirement benefits...

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Unlock the real value of your financial planner – and it’s not about the returns

What if we told you that the real value you get from having a financial planner is not necessaril...

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Subscale unit trust funds… what the numbers show

There has been a proliferation of new unit trust fund launches in South Africa over the past 5 ye...

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Faction fights on three fronts

Last month’s conflagration on the South African Reserve Bank (SARB)’s mandate threw the faction f...

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Proud to be a YES employer

In May Nedbank CEO, Mike Brown hosted president Cyril Ramaphosa and several captains of industry ...

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Imagine not having to save for retirement…

As a new parent, not only do you yearn for an uninterrupted night’s sleep, but you also quickly ...

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Risk is where you are not looking

Investors typically attempt to move forward using their rear-view mirror for direction, giving mo...

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Finding Balance - Nedgroup Investments Balanced Fund

At first glance, the current global economic environment appears a minefield to global and local ...

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How we select our Best of Breed fund managers

Vast numbers of investment professionals all around the world cumulatively spend countless hours ...

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An investment strategy designed to avoid unforced errors

In this article we will examine how the Nedgroup Investments Core Range of funds has been designe...

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Responsible Investing - the big questions

With around R240 billion assets under management, Nedgroup Investments acknowledges the far-reach...

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Eskom - more than just looting

Even if a single cent wasn’t stolen at Eskom, the utility would still be in trouble. It is worthw...

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6 lessons I wish I had taught my younger self

2019 is a big year in the Andrew household. Our eldest daughter is off to boarding school and amo...

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The investment decisions you aren’t aware you are making

It is almost impossible for us to be unbiased in decision-making.

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How to consistently beat inflation

In a challenging low growth and volatile SA equity market, how do investors beat inflation withou...

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Draft Conduct Standard on Living Annuities: Good news for retirees?

On the 7 November 2018 the Financial Sector Conduct Authority (FSCA) published a Draft Conduct St...

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Why listed property is still a valuable asset class

2018 was a tough year for listed property but it should not be overlooked as a valuable asset class.

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How to avoid unforced errors in investing

In tennis, the outcome of a match is often determined by the number of “unforced errors” a player...

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The case for emerging market investments for South Africans

One of the most common counter-arguments we get from South African investors, when we recommend i...

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From political support to business confidence

One of several challenges the Ramaphosa administration faces is how to convert the president’s po...

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Checking in with the Nedgroup Investments Global Equity Fund

The Nedgroup Investments Global Equity Fund is one of the flagship funds in our international range.

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Is the glass half full or half empty? Are you even looking at the right glass?

Always seeing the glass half empty is not only depressing, it can dramatically hamper progress.

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Why should I stay invested in growth assets when cash offers me certainty?

The last four years have been very disappointing for investors.

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Checking in with the Nedgroup Investments Global Equity Fund

The Nedgroup Investments Global Equity Fund is one of the flagship funds in our international range.

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Are zero fee funds sustainable?

What is the catch? Is this sustainable? How would they make profits using this strategy?

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Cultivate these 5 habits to keep retirement savings on track

Making impulsive investment decisions based on these current events could have a negative effect ...

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What you need to know about the proposed tax changes

Treasury has proposed some important changes to the tax regulation in the investment industry.

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From intense emotions to hard numbers

Let’s focus on some hard numbers – the official mid-year population estimates published by StatsSA.

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When my friend forgot about his money

A few weeks ago, I received a call from a good friend regarding some investment advice.

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Ramaphosa's new dawn

How much of Ramaphosa's 'New Dawn' is visible so far? We counted 53 promises in the SONA.

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Trusts and tax: The beginning of the end?

National Treasury is looking to close perceived tax loopholes - we examine how this is likely to...

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Using tools to make better investment decisions

Making investment decisions can be complicated but tools can help investors take the best course ...

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How do you obtain sensible low cost exposure to SA equities?

Obtaining sensible exposure to SA equities is not as simple as picking and an off-the-shelf index.

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Trust the process

Find out why this is the motto for a contrarian value investor in a growth-dominated world.

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Checking in with the Nedgroup Investments Stable Fund

Although the fund has had a difficult period, we remain convinced of Foord’s ability to achieve r...

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Why there is value in Naspers

There is a lot of debate about the value of Naspers and whether it should be part of your portfolio.

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As the dust settles - four themes for 2018

I always find the December-holiday braai scene to be a good gauge of what is on everyone’s minds....

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End of an era

The title of this piece is an apt summary. It is certainly the beginning of the end of a long nig...

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Rattling the cage – Changing the view on sustainability in investments

The corporate and financial world has been operating under a misguided timeline of short-term ver...

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Are Money Market funds too good to be true?

We are often asked by prospective users of the Nedgroup Investments money market fund range how i...

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Why a written investment plan is a good idea

If you have started saving or are about to start, a written investment plan can keep you on track.

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Why a written investment plan is a good idea

If you have started saving or are about to start, a written investment plan can keep you on track.

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Investing offshore versus investing in offshore assets

Weak economic conditions and political instability has almost become the new normal in South Afri...

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Investing offshore versus investing in offshore assets

Weak economic conditions and political instability has almost become the new normal in South Afri...

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What opportunities will TFI transfers bring?

As of 1 March 2018 transfers between TFI product providers will be possible. What factors should ...

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What opportunities will TFI transfers bring?

As of 1 March 2018 transfers between TFI product providers will be possible. What factors should ...

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The case for rules-based investing

The increased scrutiny of costs in the financial services industry has seen a big global move tow...

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The case for rules-based investing

The increased scrutiny of costs in the financial services industry has seen a big global move tow...

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How tech is changing the business of investing

Technology has a profound impact on our lives. What impact will the emergence of 'fintech' - and ...

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Legislation and retirement funds

A look at some of the recent changes as well as some of the proposed changes that will have an im...

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Do you talk to your children about money?

Research shows how our attitude to money is shaped by our parent’s attitude to money. How do we t...

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The role of hedging in portfolio construction

We examine the aspects of our process that give us confidence in our ability to meet the risk tar...

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