Nedgroup Investments Best of Breed
Our team of dedicated investment specialists draw on their experience to navigate the fund manager selection process by locating and partnering with best in class boutique investment managers around the world.
Choose from a selection of videos discussing the latest industry developments, including insights on how these may affect your investments.
Our team of dedicated investment specialists draw on their experience to navigate the fund manager selection process by locating and partnering with best in class boutique investment managers around the world.
Andrew Parsons from Resolution Capital takes us through the performance of the global real estate.
Ian Beattie from NS partners gives a summary of the last quarter and takes us through forward looking forecasts.
Tony Cousins from Pyrford International explains why it is important to trust your process during market turbulence.
Steve Romick from First Pacific Advisors tells us how their fund is positioned to be resilient to the continuous changes in the economy.
Ben Fitchew from Ardevora Asset Management answers questions on dealing with new sources of anxiety.
Andrew Headley from Veritas Asset Management shares the performance of the Nedgroup Investments Global Equity Fund.
Vladimir Putin's decision to invade Ukraine has upended assumptions about the sanctity of borders and thrown the world into a whole new situation. The associated disruption to energy and commodity markets will also intensify the inflation squeeze on real money and incomes, further damaging short-term global economic prospects. Gain insights from the Nedgroup Investments Global Best of Breed fund managers as they unpack these developments and likely outcomes for markets and investments.
This is the first of a series of presentations which aims to 'Ask the right questions' about investing and the role passive plays in achieving better outcomes for investors and society. To date the focus has been on finding the optimal split between passive and active. However, these 'quantitative' approaches rarely look at the causes behind the shift to passive strategies and their broader implications. In this presentation we unpack the drivers behind the shift from traditional active - to passive and the resulting long term implications for the industry and society - for example, on price discovery and liquidity.
Camila Budden, Chairperson, Protect the West Coast shares her insights on fighting to protect our pristine coastlines.
Madoda Khumalo, Strategic Services Director, Sea Harvest Group Ltd about sustainability of fishing and the health of our oceans.
In this segment of the Responsible Investment Summit we are joined by Tracy Wessels, Group Head Investor Relations and Sustainability, Sappi Ltd on how forestry can safeguard and restore biodiversity
Oliver Withers, Biodiversity Lead, Credit Suisse International shares his insights on the complexities of investing in biodiversity
Host David Levinson, Head of Responsible Investment, Nedgroup Investments shares an introduction to biodiversity in the opening of our Responsible Investment Summit
Julian Campbell-Wood, Resolution Capital, manager of the Nedgroup Investments Global Property Fund
Steven Romick, First Pacific Advisers (FPA), manager of the Nedgroup Investments Global Flexible Fund
Brian Coffey, NS Partners, manager of the Nedgroup Investments Global Emerging Market Equity Fund
Jeremy Lang, Ardevora Asset Management, manager of the Nedgroup Investments Global Behavioural Fund
Tony Cousins, Pyrford International, manager of the Nedgroup Investments Global Cautious Fund
Andrew Headley, Veritas Asset Management, manager of the Nedgroup Investments Global Equity Fund
It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index. Can this trend continue over the next 15 years?
During this 15-min discussion, Ian Beattie and Anil Jugmohan tackle what “common prosperity” really means for investors, whether China should even be considered investable at this point and are VIE’s dangerous, and the implications for companies such as Tencent, Alibaba and others.
Our behavioural scientist, Amy Jansen, will introduce the concept and cover how Noise influences investment decision making and why rules-based investment strategies such as the Nedgroup Investments Core range follow the ultimate Noise-reduction strategy.
The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.
Andrew Headley, Head of Global, Veritas Asset Management
Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners.
Andrew Tarver, Founder, Jigsaw
Dhaval Joshi, Chief Strategist, BCA Research
Steven Romick, Founding Partner, FPA
Andrew Parsons, Chief Investment Officer, Resolution Capital
Tony Cousins, Chief Investment Officer, Pyrford International on inflation
Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights
Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments
Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.
Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.
David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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’.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Tim Bray provides an update on where they are seeing value in Emerging Market investments as we head into 2020.
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.
Sub-investment manager, Steven Romick provides an update on the Nedgroup Investments Global Flexible Fund and FPA.
The latest interview with George Cipolloni, Sub-Investment Manager of the Nedgroup Investments Global Cautious Fund.
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