Flagship Fund Range Podcasts
Choose from a selection of videos discussing the latest industry developments, including insights on how these may affect your investments.
Choose from a selection of videos discussing the latest industry developments, including insights on how these may affect your investments.
Unveiling the intricacies of South Africa's economy, in the second part of our Investment Insights podcast, Senior Investment Analyst, Anil Jugmohan and co-portfolio manager, Rashaad Tayob from Foord Asset management discuss the nation's fiscal health, investment opportunities within equities and bonds, and the global gold market dynamics.
| 6 min listenIn our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape.
| 7 min listenMohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, following Steve's recent research trip. They also discuss the effects of the unforeseen events that have happened over the last few years on China, and more about how the Nedgroup Investments Opportunity Fund leverages investment ideas from global markets.
Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment.
Mohini Naidoo, Senior Investment Analyst, engages in a thought-provoking discussion with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund. Together, they delve into the intricacies of achieving dual investment objectives in multi-asset funds, adapting investment strategies to evolving global economic landscapes and navigating the investment implications of political events and policy proposals. Tune in to hear expert perspectives that can inform your investment decisions in today’s dynamic environment.
Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks associated with income funds and what investors can do to compensate for them. Tune in to this insightful podcast to learn and hear more about how Abax Investments’ portfolio management strategy for the Flexible Income Fund has enabled the fund to deliver consistent returns.
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