Latest investment insights
Global Quarterly Roundup | Q3 2025 | Global Property Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Robert Promisel, portfolio manager of the Nedgroup Investments Global Property Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Property Fund
Global Quarterly Roundup | Q3 2025 | Global Emerging Markets Equity Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Brian Coffey, portfolio manager of the Nedgroup Investments Global Emerging Markets Equity Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Emerging Markets Equity Fund
Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Brian Selmo portfolio manager of the Nedgroup Investments Global Flexible Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Flexible Fund
Global Quarterly Roundup | Q3 2025 | Global Strategic Bond Fund
Watch as Anil Jugmohan, Senior Investment Analyst, and Alex Ralph, portfolio manager of the Nedgroup Investments Global Strategic Bond Fund, unpack the fund’s performance in Q3 2025. Discover key insights, market trends, and strategic decisions that shaped the fund’s outcomes this quarter.
Global Quarterly Roundup | Q3 2025 | Global Strategic Bond Fund
Private Credit: Popular, Complex, and NOT Where We’re Taking Risk Today
Our Global Strategic Bond Fund has material constraints hard coded into its prospectus - which provide comfort in times of stress.
Private Credit: Popular, Complex, and NOT Where We’re Taking Risk Today
Outlook for bonds in Q4 2025
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fund, gives his views on what to expect in the global bond market.
Outlook for bonds in Q4 2025
UK Government Bonds - A gift for the active manager?
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
UK Government Bonds - A gift for the active manager?
Why I'm buying Japanese Government Bonds
The Japanese sovereign bond market makes up around 15% of the Global Bond market yet many investors have studiously avoided it - until now.
Why I'm buying Japanese Government Bonds
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
Winning by Not Losing in the Nedgroup Contrarian Value Strategy
The Humble Brag: Durable, Contrarian and LeBron James
The personal luxury goods industry has compounded at 6% annually over the past 15 years, consistently outpacing global GDP.
The Humble Brag: Durable, Contrarian and LeBron James
Asset Management is a Human Business
In an industry increasingly shaped by artificial intelligence and digital innovation, one principle endures: asset management is fundamentally a human business.
Asset Management is a Human Business
Is now the time to buy US Treasuries?
Off the back of weak US CPI data, the UST market has rallied. Perhaps the death of American assets has been exaggerated?
