Politics: Filling the gap on the left by JP Landman, Political analyst

The term of this Parliament expires on 13 April 2014. A new election has to be held within 90 days of this date, meaning before the middle of July 2014. Traditionally, however, elections in mid-winter are not popular. So the election will probably be held around late April/May in 2014. This means we have about seven months to go and the elections are already a talking point.

Time to read: 6 min

Why we’re backing tech stocks by Steven Romick , Fund Manager of the Nedgroup Investments Global Flexible Fund

Microsoft, Cisco and Oracle have come under fire from the press. Find out why we believe they’re still a sound investment.

Time to read: 5 min

Three lessons from First Strut by Rashaad Tayob , Manager of the Flexible Income Fund

The credit quality of South African corporate bonds has over time proven to be of a very high standard. However, the SA market recently experienced its first corporate bond default in the case of the First Tech Group’s R925 million “First Strut” bond.

Time to read: 4 min

Letter to investors by Nic Andrew, Head of Nedgroup Investments

Despite our previous warnings that investors should not expect returns to stay as strong as they have been recently, the JSE All Share Index continues to reach new highs and reward investors handsomely. During the past quarter, the market reacted significantly to the Fed’s announcement that it may begin tapering (reducing the amount of bonds it purchases) in the latter part of this year.

Time to read: 3 min