Latest investment insights
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?
Is now the time to buy US Treasuries?
Lessons from history
The sharp steepening of the US yield curve, where 30-year bond yields now exceed 5-year yields by over 1%, signals rising investor concern over fiscal sustainability, inflation, and recession risk.
Lessons from history
The water paradox
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, governance reforms, and community engagement.
The water paradox
Nedgroup Investments Global Flexible Fund wins at 2025 Lipper Awards
The Nedgroup Investments Global Flexible Fund has won the 2025 Lipper Award in Europe, Germany, Switzerland and France.
Nedgroup Investments Global Flexible Fund wins at 2025 Lipper Awards
Always believe in gold, but is it indestructible?
Another quarter closes and we all look to which assets flew and which flagged. It was the somewhat heavy, ungainly gold that was one of the key fliers, rising 19% in USD terms for its best quarter since 1986.
Always believe in gold, but is it indestructible?
Nedgroup Investments in the news
In times of market volatility we believe in communicating quickly and openly. In response to the tariff moves and reactions our team had various media engagements.
Nedgroup Investments in the news
Understanding Global Bonds in 2025
David Roberts and Alex Ralph, co-portfolio managers of the Nedgroup Investments Global Strategic Bond Fund, discuss their optimistic outlook for global bonds in 2025. They reflect on 2024’s performance, portfolio strategy, and market risks while highlighting opportunities in government and corporate bonds amidst economic uncertainty.
