Conversation with Dave Foord: Investing an a post-covid world
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.
-
South African funds
- Nedgroup Investments Balanced Fund
- Nedgroup Investments Opportunity Fund
- Nedgroup Investments Stable Fund
- Nedgroup Investments Core Accelerated Fund
- Nedgroup Investments Core Guarded Fund
- Nedgroup Investments Flexible Income Fund
- Nedgroup Investments Global Equity Feeder Fund
- Nedgroup Investments Money Market Fund
- Nedgroup Investments Global Cautious feeder Fund
- Nedgroup Investments Private Wealth Equity Fund
- Nedgroup Investments Core Diversified Fund
- Nedgroup Investments Global Flexible Feeder Fund
- Nedgroup Investments Core Income Fund including ABIL
- Nedgroup Investments Core Income Fund
- Nedgroup Investments XS Select Guarded Fund of Funds
- Nedgroup Investments Private Wealth Small & Mid Cap Equity
- Nedgroup Investments Core Global Feeder Fund
- Nedgroup Investments Global Emerging Markets Equity Feeder Fund
- Nedgroup Investments Global Property Feeder Fund
- Nedgroup Investments Private Wealth Property Equity Fund
- Nedgroup Investments Corporate Money Market Fund
- Nedgroup Investments Prime Money Market Fund
- Nedgroup Investments XS Guarded Fund of Funds
- Nedgroup Investments XS Diversified Fund of Fund
- Nedgroup Investments XS Accelerated Fund of Fund
- Nedgroup Investments Global Diversified Equity Feeder Fund
- Nedgroup Fund
- responsible-investing
- featured-fund
- International funds
- Fact sheets
- Find a form
- News & Insights
- About us
- Contact us
Videos
Choose from a selection of videos discussing the latest industry developments, including insights on how these may affect your investments.
The Nedgroup Investments Global Flexible Fund: Adapting to the continually evolving landscape
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.
International investing in 3 easy steps
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.
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.
Invest for Good: ESG investing in the context of emerging markets – Mobius Capital Partners
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Invest for Good: Point of No Returns - ShareAction
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.
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.
Global Property Fund - REITS: Vaccines, Recovery & Value
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.
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.
Global Emerging Markets Equity Fund - Emerging Markets - We've just begun
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’.
Global Equity Fund - Mr. Market
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.
Global Diversified Equity Fund - Vaccines mean a V-Shaped Recovery
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.
Global Cautious Fund - Tactical asset allocation in volatile markets
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.
Stable Fund - Outlook for the year ahead
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.
Balanced Fund – Taking stock
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.
Rainmaker Fund - Is local always lekker, as in Q4?
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?
Opportunity Fund – Seeking Opportunities
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.
Flexible Income Fund – Maintaining the course in challenging times
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.
Nedgroup Investments Balanced Fund
Investing is all about finding the right balance. Find out more about our Balanced Fund managed by Independent Boutique Fund Manager Truffle Asset Management
Effects of geopolitics and pandemic developments on the global economy and financial markets
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.
Mid-term budget speech commentary from Nicky Weimar
Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.
Nedgroup Investments Global Cautious Quarterly Feedback
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.
Nedgroup Investments Global Diversified Equity Fund
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.
People buy people, but will they buy you?
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.
Nedgroup Investments Global Flexible Fund Quarterly Feedback
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
Nedgroup Investments Global Equity Fund Quarterly Feedback
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.
Nedgroup Investments Global Emerging Markets Equity Fund
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.
Balanced Fund quarterly feedback
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.
Opportunity Fund quarterly feedback
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.
Stable Fund quarterly feedback
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.
Flexible Income quarterly feedback
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.
Retirement planning in the time of Covid-19
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.
In conversation with Dave Foord
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.
Eskom’s strategy to keep the lights on
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.
Podcast: Growth in tough economic conditions
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.
Podcast: Focusing on sound property sectors
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.
Podcast: Tactical fund management in times of uncertainty
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.
Podcast: 20 years of managing money in an ever-changing landscape
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.
Podcast: Emerging markets outlook
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.
Podcast: Cognitive diversity – the future of innovation
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.
Podcast: Identifying technology that is a winner
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.
Podcast: What does a diversified property portfolio actually look like?
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.
Podcast: SAA, strikes and looming junk status – why it might not be as bad as it sounds
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.
Podcast: South East Asia – the next investment frontier?
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.
Finding Value Internationally: Global Healthcare
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.
Asia, Trade Wars and the case for fixed-income investment
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.
When the world catches a cold, Hong Kong catches pneumonia
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.
Finding value internationally: Consumer Staples
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.
Steven Romick on the Nedgroup Investments Global Flexible Fund
Sub-investment manager, Steven Romick provides an update on the Nedgroup Investments Global Flexible Fund and FPA.
Interview with George Cipolloni - Global Cautious Fund
The latest interview with George Cipolloni, Sub-Investment Manager of the Nedgroup Investments Global Cautious Fund.
South Africa
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers
