
As an optimist, and of course wanting South Africa to succeed, I am still hoping we can get the country on a path of rapid economic growth and renewal.
Our views on the latest industry developments, including insights on how these may affect your investments.
As an optimist, and of course wanting South Africa to succeed, I am still hoping we can get the country on a path of rapid economic growth and renewal.
The Nedgroup Investments Opportunity Fund is managed to achieve two primary objectives: we aim to deliver returns of CPI + 5% (the return...
Charlie Munger, the legendary 97-year-old investor and billionaire partner to Warren Buffett is renowned for his multi-disciplinary intel...
2021 has been largely characterised by the staggered re-emergence of markets and economies from the effects of the Covid-19 pandemic, and...
After 10 years of consistent performance, ranking second in the pee...
Money printing has been around for some time – since the GFC – but what we have seen is a massive acceleration since the Covid pandemic.
Identifying good, independent managers has been central to our success over the past two decades.
Time to read: 3 minContrary to popular opinion, willpower is not enough to establish a sustainable habit
While there has been a lot of noise in the system about recent policy announcements and implementation thereof by the Chinese Government,...
A look at the potential impact of recent announcements from the Chinese Government on Chinese investments
Comments on China Education Group
Mistakes can and do happen no matter how good you are.
Investors should rightfully pay attention to the numerous potential risks before they consider an investment.
Time to read: 2 minInflation beating returns while avoiding capital losses
Inflation beating returns while avoiding capital losses
Navigating capital market risk events
In this month’s edition of the Balanced Perspective, we look to go ...
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...
People often hear value investing and assume it’s just an investment with a low P/E ratio, or owning the shares of a proven business in p...
Time to read: 4 minIain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and th...
Nedgroup Investments has released the findings from its Nedgroup Investments Financial Personality Survey
Tracey Davies, the Executive Director of Just Share, a leader in shareholder activism in South Africa, discusses gender and pay inequality
David Levinson, Senior Investment Analyst at Nedgroup Investments, ...
Fadzi Whande, a Diversity and Inclusion strategist for the United Nations, shares her insights into why diversity does not always result ...
Ian Anderson CIO at Counterpoint Asset Management; portfolio manager of the Nedgroup Investments Property Fund, discusses the extreme lev...
Time to read: 4 minIan Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an...
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian ...
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an...
Andrew Headley is a Portfolio Manager at Veritas Asset Management, ...
Jeremy Lang is a Portfolio Manager at Ardevora Asset management, the managers of the Nedgroup Investments Global Behavioural Fund. Jeremy...
Philip Liebenberg is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Flexible Income Fund. Philip takes...
Time to read: 4 minSaul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund and discusses the ...
Steve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and pract...
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced ...
In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Nicky Weimar, Chief economist at Nedbank, provides an overview of the national budget speech and highlights the key take-outs.
Time to read: 5 minPhilip Liebenberg of Abax Investments is the incoming Portfolio Manager for the Nedgroup Investments Flexible Income Fund. In light of th...
Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the l...
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
Clem Sunter, South Africa’s most highly regarded scenario planner a...
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters to Woolworths.
Time to read: 8 minMarco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strat...
Ian Beattie from NS Partners, the Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing i...
Andrew Headley of Veritas Asset Management, Portfolio Manager of th...
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s...
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...
Time to read: 5 minDave Foord is the CIO of Foord Asset Management and one of four multi-counsellor Portfolio Managers for the Nedgroup Investments Stable F...
Iain Power, the CIO of Truffle Asset Management and Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes st...
Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated prop...
Steve Minnaar from Abax Investments, Portfolio Manager for the Nedg...
Rashaad Tayob from Abax Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the ...
Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s per...
Time to read: 5 minThe Balance Perspective is a 15-minute long webinar with our Fund Manager of the Nedgroup Investments Balanced Fund, Iain Power as we dis...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest provides strategic outlook and research on markets, geopolitics, econo...
Andrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
Nicky Weimar, Chief economist at Nedbank provides an overview of th...
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an o...
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, provides an overview o...
Time to read: 4 minPhilip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence,...
Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the...
Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Mar...
Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of th...
Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance...
Time to read: 6 minNick Balkin of Foord Asset Management, Fund Manager of the Nedgroup Investments Stable Fund provides an overview of the Fund’s performanc...
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s perfo...
2020 has been a tough year. Economies across the globe have been hit hard and, in an attempt to stimulate growth, interest rates have bee...
Local equity markets have struggled to provide investors with very ...
Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise th...
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades cha...
Time to read: 8 minA reliable and cost effective electricity supply is a critical success factor for the performance of the South African economy. Nedbank C...
Murray Winkler and Dwayne Dippenaar of Laurium Capital, the newly appointed managers for the Nedgroup Investments Growth Fund, discuss th...
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact o...
Anthony Sedgwick from Abax Investments, the portfolio managers for ...
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an ...
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on...
Time to read: 6 minTony Cousins, the CEO of Pyrford International, portfolio managers for the Nedgroup Investment Global Cautious Fund, provides an update...
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Antony Burgess from Veritas Asset Management, portfolio managers ...
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry...
Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performanc...
Time to read: 5 min