The big investment themes
Andrew Headley, Head of Global, Veritas Asset Management
Videos
Choose from a selection of videos discussing the latest industry developments, including insights on how these may affect your investments.
What’s really on Beijing’s agenda and where does that leave foreign investors
Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners.
Does the investment industry need a combination of artificial and human intelligence?
Andrew Tarver, Founder, Jigsaw
Where is groupthink going wrong and how to profit from it?
Dhaval Joshi, Chief Strategist, BCA Research
Price Matters
Steven Romick, Founding Partner, FPA
Inflation fears - REITerating fundamentals
Andrew Parsons, Chief Investment Officer, Resolution Capital
What happens when you print money?
Tony Cousins, Chief Investment Officer, Pyrford International on inflation
Emerging markets - the rise of the new corporate leaders
Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights
There are good reasons to be optimistic, and here’s why
Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments
The Boutique Advantage
Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.
Good habits, bad habits
Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.
Navigating disruption
David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments
Nedgroup Investments Core Range
The Nedgroup Investments Core Guarded Fund has the best chance of success in the Multi-Asset Low Equity category. Funds in this category are typically suited to investment periods of about 3 years because they have smaller ups and downs compared to traditional balanced funds used for pension savings. The Nedgroup Investments Core Guarded Fund has lower overall costs and fees, which means you don’t need to look for additional returns just to overcome the fee hurdle.
Uncomfortably comfortable
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.
Transition, Confusion
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.
Inflation Fears - REITerating Fundamentals
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.
Consideration of stimulus outcomes
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.
Keep your powder dry
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.
As good as it gets for manufactured goods globally
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.
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.
Nedgroup Investments Behavioural Summit – Design your happy ever after
Professor Paul Dolan, head of Behavioural Sciences at the London School of Economics explores how science can help us to get the most happiness from our investments and not just the most money.
Nedgroup Investments Behavioural Summit – Inside the mind of a behavioural investor
William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.
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.
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.
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 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.
Nedgroup Investments Global Emerging Markets Equity Fund Quarterly Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update of the Fund over the last quarter.
Nedgroup Investments Global Property Fund Quarterly Feedback
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on the global REIT market and what’s been driving the performance of the Fund over the last quarter.
Podcast: European outlook
We talk to Daniel McDonagh from Pyrford International, manager of the Nedgroup Investments Global Cautious Fund about a slowdown and disruption in certain sectors in Europe, as well as what future trade agreements may look like following Brexit.
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.
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.
Where does NS Partners see value in Emerging Market investments?
Tim Bray provides an update on where they are seeing value in Emerging Market investments as we head into 2020.
Nedgroup Investments Global Flexible Fund Webcast - Sept 2019
Steven Romick and Brian Selmo discuss the challenges facing asset managers in a low-yield environment and how the fund is positioned to deliver on its long-term objectives.
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.
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