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The Balanced Perspective: SA versus the world

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.

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Invest for Good: Climate change and ethics

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.

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Global Flexible Fund - An exceptionally unexceptional year

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.

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