Andrew Parsons, Chief Investment Officer, Resolution Capital

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Tony Cousins, Chief Investment Officer, Pyrford International on inflation

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Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights

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Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments

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Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.

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Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.

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David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments

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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?

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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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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Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.

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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.

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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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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.

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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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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’.

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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.

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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.

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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.

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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.

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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.

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Steve Minnaar from ABAX Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution of the Fund during 2020 and the team’s views on local versus offshore companies. Will local trump global or is local still lekker?

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Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the fund’s performance drivers in 2020 and where the team is now seeking and finding opportunities to help the fund meet its objective of CPI plus 5% in 2021 and beyond.

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One of the asset classes that surprised us all again last year was the fixed income sector. Rashaad Tayob from ABAX Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the Fund’s performance in 2020.

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Investing is all about finding the right balance. Find out more about our Balanced Fund managed by Independent Boutique Fund Manager Truffle Asset Management

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Thanos Papasavvas, founder & CIO of ABP Invest and regular Bloomberg TV guest, shares his views on the global impact of the US Presidential Election; the new multipolar world forged by the US, EU & Russia, China; the socio-political impact of Covid-19 on economies and finances; the short, medium and long term outlook for economies and markets, and finally; questions around the sustainability of the global equity market rally and the status of the US dollar’s global reserve.

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Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.

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Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward.

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Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an overview of the Fund’s performance for the last quarter and their unusual investment approach.

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Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence, sharpen your online networking skills and build your business through this channel.

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Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward

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Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward.

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Ian Beattie of NS Partners, Fund Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward.

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Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of the Fund’s performance for the last quarter and positioning going forward.

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Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance for the last quarter and positioning going forward.

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Nick Balkin of Foord Asset Management, Fund Manager of the Nedgroup Investments Stable Fund provides an overview of the Fund’s performance for the last quarter and positioning going forward.

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Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s performance for the last quarter and positioning going forward.

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Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise therefore that there are a lot of decisions to be made with regards these savings as we draw near to retirement – decisions which have long-lasting impacts.

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Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades chats about the events that have unfolded over the last nine months and what experiences have helped him to navigate the current situation.

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A reliable and cost effective electricity supply is a critical success factor for the performance of the South African economy. Nedbank Chief Economist, Nicky Weimar, and Eskom CEO, Andre de Ruyter, discuss loadshedding, the road ahead for Eskom and what this means for South Africa.

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Looking for assets both locally and globally? Iain Power, manager of the Nedgroup Investments Balanced Fund talks about the opportunities that come with recession and tough economic conditions.

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Ian Anderson, manager of the Nedgroup Investments Property Fund, discusses how crises and weak markets are not unchartered waters and we can look forward to a recovery, which is why the fund is invested in businesses that they anticipate will have good growth in the next few years.

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We talk to Rashaad Tayob, Fund Manager of the Nedgroup Investments Flexible Income Fund, about record-low global yields, aggressive easing, the yields on South African bonds as well as how the rand's value influences how much protection they build into the fund.

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In an economic and political landscape where change has been the norm, Andrew Headley, Chief Investment Officer at Veritas Asset Management, Manager of the Nedgroup Investments Global Equity Fund, describes how Veritas has had to adapt on how they manage money.

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Could the coronavirus be a catalyst for further China policy response? Ian Beattie Chief Investment Officer at NS Partners Ltd, Manager of the Nedgroup Investments Global Emerging Markets Fund explains how the economic disruption caused by the virus could lead to a stronger market recovery.

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Matthew Syed, Founder of Matthew Syed Consulting invites us to explore diversity in a non-traditional way and describes how a growth mindset can lead to innovation much quicker.

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Does this technology solve a really important problem? Does it make your business more efficient? Roger Portnoy, Founder of Fintech Advisory Services discusses the key to identifying technology that will change the nature of financial services for the better.

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In a world of constant change, where and how do property funds diversify their holdings? We chat to Resolution Capital about global forces in the property market and finding value.

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We hear from Dave Foord, Fund Manager of the Nedgroup Investments Stable Fund about why we may have already moved beyond the shock of a downgrade, and why he thinks SA interest rates are too high.

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We talk to Dave Foord about why he sees opportunity in South East Asia at the moment and how forces like banking in Europe and the US elections are likely to affect investments.

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While everyone else seems to be wary of US Healthcare stocks, we chat to Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity Fund, about why Veritas Asset Management is investing in the category. Find out why he thinks there is long-term value in the investment.

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In this Nedgroup Investments podcast, we talk to Paul Simons, Fund Manager of the Nedgroup Investments Global Cautious Fund, about where Pyrford is seeing value at the moment, the impact of the trade wards on China and why they like fixed-income investments in the portfolio.

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How is the unrest in Hong Kong likely to affect international property investments? We talk to Andrew Parsons, Fund Manager of the Nedgroup Investments Global Property Fund to find out.

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Fund Manager Andrew Headley delves into why Veritas Asset Management sees long-term value in global consumer staples – currently one of the biggest categories in the Nedgroup Investments Global Equity Fund.

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