Our views on the latest industry developments, including insights on how these may affect your investments.
As at the end of the third quarter, global equities were down 25% for the year, global property was down almost 30% and global bonds (traditionally considered a “safe haven”) down a remarkable 20%.
A deeper look at costs and performance across the local and global CIS industry with a focus on rules-based funds.
An overview of who manages the bulk of the rules-based assets in South Africa and globally and the trends driving flows in the industry.
A look at developments in rules-based investing across the local and global landscape.
Our annual insights into trends in the local and global CIS industry.
Seugnet de Villiers, Multi-Manager Investment Analyst
Time to read: 6 minCatherine Robberts - Business Development Manager: Key Accounts
How can three rugby matches define the soul of a nation? Welcome to South Africa’s journey.
The worlds of sports and investing seem different at first glance b...
Steven Romick, Sub-investments Manager of the Nedgroup Investments Global Flexible Fund reflects on 10 years of managing the fund
Faced with accelerated disruption and an increasingly challenging operating environment, asset management firms need to strategically fin...
Time to read: 4 minReflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...
In recent years, cash, often considered a passive asset class, has undergone a remarkable resurgence, establishing itself as a formidable...
Given the wide dispersion of country returns in emerging market equities each year, we know that outperformance hinges on finding the rig...
Stewardship has always been something we obsess about at Nedgroup I...
Nedgroup Investments was a latecomer to money market money funds when Sean Segar and Ian Ferguson launched the cash solutions business in...
Rashaad Tayob, multi-counsel Portfolio Manager of the Nedgroup Investments Stable Fund and a member of the Foord investment team, says re...
Time to read: 3 minNedgroup Investments is pleased to announce the appointment of Apiramy Jeyarajah as Chief Commercial Officer for the International busine...
Nedgroup Investments took top honours at this year’s annual Morningstar awards – with two funds winning their categories.
Getting to know the Low Composure group.
Getting to know the High Composure group
Being an effective behavioural coach for your clients is not as simple as following an ‘one size fits all’ approach.
The Nedgroup Investments Opportunity Fund was named the Best South African Multi-Asset Medium Equity Fund
Time to read: 1 minEvery now and then, a technology arrives that immediately catches your attention and stretches your mind around its potential implication...
Key take-outs from the Budget 2023 speech.
NS Partners, Sub-investment managers of the Nedgroup Investments Global Emerging Markets Equity Fund, says that while they are positive o...
The head of an asset manager that selects other investors to manage...
Brian Arcese, Global Portfolio Manager at Foord Asset Management discusses his expectations for 2023 and why Foord thinks China is presen...
Nick Balkin talks about investing in SA amidst the current threats to stability like a central bank mandate change
Time to read: 3 minTake a look at some of our recent media coverage
Headwinds abound. With the effects of global geo-politics and rising rates being felt across all markets, there has been nowhere to hide ...
Remarkably, the Stable Fund ended that tumultuous fifteen-month period in positive territory, up 3.4%, passing its baptism of fire with f...
The first money market funds were launched in South Africa in the 1...
Nedgroup Investments International announces Tom Caddick as new Managing Director
Investment Analyst, Anil Jugmohan spoke to Fund Managers of the Nedgroup Investments Stable Fund – Dave Foord and Rashsaad Tayob, about t...
Time to read: 6 minHow do we deal with the uncertainty in the world today? We diversify.
As the ongoing war between Ukraine and Russia and the power crunch in Europe exacerbate the impact of declining liquidity globally, inves...
New research conducted by Nedgroup Investments has debunked the idea of sequencing of return risk, and traditional methods to mitigate it.
One of the principles of Truffle Asset Management’s philosophy is t...
Responsible Investing (RI) is growing and approaching maturity, and complexities around how it is perceived, interpreted and communicated...
There will always be uncertainty when it comes to predicting the course of rates, inflation and the various economic and political knock-...
Time to read: 3 minNic Andrew, Executive Head of Nedgroup Investments spoke to clients attending our annual Global Investments Summit held in London in June...
The Covid pandemic had a massive effect on the global commercial real estate market
Biodiversity, the most complex and intricate feature of life on earth, is rapidly capturing the attention of the asset management industr...
While the world has undoubtedly pivoted towards embracing renewable...
As concerns around global inflation grow, there is a common belief that property investments will suffer in this environment, especially ...
Rules-based funds continue to grow at the expense of active across most markets, a reflection of investor preferences and the pressures o...
Time to read: 2 minAfter 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to...
While there has been a lot of noise in the system about recent policy announcements and implementation thereof by the Chinese Government,...
Rules-based funds continue to grow at the expense of active across most markets, a reflection of investor preferences and the pressures o...
A look at the potential impact of recent announcements from the Chi...
Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund, provides a...
Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund discusses t...
Time to read: 6 minNick Balkin is a Portfolio Manager at Foord Asset Managers, the manager of the Nedgroup Investments Stable Fund discusses how diversifica...
Six investment personality archetypes that could give investors and advisors brand new insight into how they can make better investment d...
Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and th...
Philip Liebenberg is a Portfolio Manager at Abax Investments, the m...
Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. Sharika dis...
Saul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund and discusses the ...
Time to read: 6 minSteve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and pract...
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, looking at ...
When it comes to influencing investor behaviour, it’s more importan...
Professor Greg Davies, a globally recognised expert in applied decision science, behavioural finance and financial wellbeing explores the...
Professor Paul Dolan, Head of Department and Professor of Behavioural Sciences at the London School of Economics explores how science can...
Time to read: 5 minWilliam Pattisson is the co-founder of Ardevora Asset Management looks to leverage the errors of judgement made by global equity market p...
In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Nicky Weimar, Chief economist at Nedbank, provides an overview of the national budget speech and highlights the key take-outs.
Philip Liebenberg of Abax Investments is the incoming Portfolio Man...
Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the l...
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
Time to read: 5 minClem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics and the Covid vacci...
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters to Woolworths.
Marco Colantonio from Resolution Capital, the Portfolio Manager of ...
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strat...
Ian Beattie from NS Partners, the Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing i...
Time to read: 5 minAndrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the...
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s...
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...
Dave Foord is the CIO of Foord Asset Management and one of four mul...
Iain Power, the CIO of Truffle Asset Management and Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes st...
Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated prop...
Time to read: 8 minSteve Minnaar from Abax Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution o...
Rashaad Tayob from Abax Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the ...
Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s per...
The Balance Perspective is a 15-minute long webinar with our Fund M...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest provides strategic outlook and research on markets, geopolitics, econo...
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, discusses SA listed property as a cre...
Time to read: 7 minAndrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an o...
Tony Cousins, CEO of Pyrford International and Portfolio Manager of...
Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence,...
Our fund managers are selected and assessed by means of our Best of Breed™ investment approach - an intensive and rigorous process that e...
Time to read: 4 minBrian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the...
Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for t...
Anthony Sedgwick of Abax Investments, Fund Manager of the Nedgroup ...
Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of th...
Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance...
Time to read: 6 minNick Balkin of Foord Asset Management, Fund Manager of the Nedgroup Investments Stable Fund provides an overview of the Fund’s performanc...
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s perfo...
2020 has been a tough year. Economies across the globe have been hit hard and, in an attempt to stimulate growth, interest rates have bee...
Local equity markets have struggled to provide investors with very ...
Due to increasing investor demand Nedgroup Investments, who run an independent multi-boutique asset manager business model, have increase...
Portfolio manager Ian Beattie explains his outlook for the rest of the year, stating that “We believe that the unprecedented fiscal and m...
Time to read: 3 minRetirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise th...
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades cha...
Maya Fisher-French, independent financial commentator discusses how many peopla are scrutinising their investment strategies and wonderin...
A reliable and cost effective electricity supply is a critical succ...
Murray Winkler and Dwayne Dippenaar of Laurium Capital, the newly appointed managers for the Nedgroup Investments Growth Fund, discuss th...
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact o...
Time to read: 6 minAnthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a ...
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an ...
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on...
Tony Cousins, the CEO of Pyrford International, portfolio manager...
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Time to read: 5 minAntony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund since 2010, provides an...
Walter Aylett from Aylett Fund Managers, the portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund, provides an u...
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry...
Omri Thomas of Abax Investments, the managers of the Nedgroup Inves...
Lara Dalmeyer of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performa...
William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of ...
Time to read: 5 minIain Power, the CIO at Truffle Asset Management, provides an overview of the Nedgroup Investments Balanced Fund for the last quarter.
Ian Anderson, the CIO at Bridge Fund Managers and portfolio manager of the Nedgroup Investments Property Fund, provides an overview of th...
Ray Wallace, the CIO at Taquanta Asset Managers, who have managed Nedgroup Investments’ cash products since inception, provides an overvi...
In line with our digital developments, we are moving towards removi...
In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, explores how a client’s financial planni...
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Ministe...
Time to read: 18 minIn module 2 of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, focuses on how we pr...
Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients.
Rashaad Tayob, Portfolio Manager at Abax and Manager of the Nedgroup Investments Flexible Income Fund, comments on the outlook for fixed ...
Karl Leinberger, Chief Investment Manager for Coronation Fund Manag...
Andrew Headley, Co-founder and Portfolio Manager at Veritas Asset management and Manager of the Nedgroup Investments Global Equity Fund, ...
Given that South African equities seem to be very unloved, Murray Winckler, Co-founder and Senior Portfolio Manager at Laurium Capital, a...
Time to read: 5 minJP Landman is a consultant to Nedbank Private Wealth and an independent political commentator. He focuses on political trends and economi...
Ian Beattie, co-chief investment officer at NS Partners and Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity...
Having reached the one-year anniversary of the Nedgroup Investments Global Emerging Markets Equity Fund we reflect on how it has fared pa...
2019 saw us embark on an extensive responsible investment (RI) revi...
Seugnet de Villiers, Investment Analyst at Nedgroup Investments, reinforces the need to adhere to the basics of investing when helping cl...
David Levinson, Senior Investment Analyst at Nedgroup Investments, discusses the responsible investment landscape among their local and i...
Time to read: 6 minRay Wallace Chief Investment Officer at Taquanta Asset Managers shares how the funds have weathered the storm really well, emerging much ...
Nicky Weimar, Group Chief Economist at Nedbank discusses the implementation of the national lockdown and the impact on the economy.
Jones Gondo, Senior Research Analyst – Credit at Nedbank CIB talks about our macroeconomic environment with high systemic risk, a lot of ...
Phil Curley and Geeta Sharma from Blackrock Global Lending and Liqu...
Political and Trend Analyst, JP Landman offers insights as to where the political priorities should lie.
Mike Brown CEO at Nedbank discusses our robust banking system that works well, has been tested and has performed better than many of its...
Time to read: 3 minMike Brown, Chief Executive Officer of Nedbank shares his insights on balance and leadership in uncertain times
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging ...
Julian Campbell-Wood from Resolution Capital, Portfolio Managers for Nedgroup Investments Global Property Fund, reflects on how the vario...
Tony Cousins of Pyrford International, the Portfolio Managers for t...
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 perform...
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19...
Time to read: 5 minJannie Leach, head of core investments for the Nedgroup Investments Core Bond Fund, sheds light on why bond funds are an attractive optio...
Ian Anderson of Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, reflects on the impact on the sector ...
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their app...
Iain Power, CEO of Truffle Asset Managers, Portfolio Manager of the...
Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic...
Nick Balkin of Foord Asset Management, Portfolio Managers of the Nedgroup Investments Stable Fund, talks about finding stability in uncer...
Time to read: 4 minRashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses the long road to recovery after lockdown.
A conversation with Walter Aylett on how the Nedgroup Investments Bravata Worldwide Flexible Fund and how it was positioned leading into ...
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the Covid-19 crisis and how the resultant economi...
Simon Kendall, Portfolio Manager of the Nedgroup Investments Mining...
Nicky Weimar, Group Chief Economist from Nedbank focuses on what to expect from the global and SA economy given the Covid-19 pandemic.
Our abridged financial statements for 2019 are now available.
Time to read: 1 minFor our latest industry and market views, remember to subcribe to our podcast channels
With so much real-time information coming in, it’s easy to get caught up in short-term sentiment and subsequently view daily developments...
Stay the course with your investments, focus on the long-term and don’t panic-sell, based on the headlines in the daily news.
The Nedgroup Investments Global Equity Fund scooped top prize in it...
Nedgroup Investments was named Offshore Management Company of the Year at the annual Raging Bull Awards in Cape Town.
From a news flow and publicity point of view, an extraordinary thing happened in December 2019.
Time to read: 3 minInvesting internationally does not need to be complicated.
We provide an overview of the fund’s investment philosophy and structure and dive deeper into one of the stocks in the fund – Rolls Royce...
Enjoy the ease and simplicity of our digital platforms by onboardin...
The Nedgroup Investments Global Property Fund has celebrated its three-year anniversary as one of the top-performing global property fund...
Instead of pointing fingers and focussing on narrow self-interests, government, business and society needs to draw a line in the sand and...
Time to read: 3 min‘Just do something’ is the cry now rising from all over South Africa, a plea to the president and government in general to take some acti...
As many investors look to global equities to diversify their portfolios, the uncertainties in many developed markets have put the spotlig...
Fostering a can-do attitude and creating better growth structures and support for entrepreneurs is crucial to the success of entrepreneur...
Our new Global Diversified Equities Fund is ideal for investors lo...
The South African economy is in desperate need of a boost and business holds the key. But before businesses will start committing to the ...
Land expropriation without compensation could have positive outcomes and may not be as scary as it sounds.
Time to read: 3 minNedgroup Investments is delighted to announce the launch of a fund that is designed to give investors targeted access to some of the fast...
Our abridged financial statements for 2018 are now available.
Our Head of Investments, Robin Johnson, spent time catching up with Dave Foord, founder and Chief Investment Officer of Foord Asset Manag...
Steven Romick discusses his mounting concern regarding risks in sov...
Nedgroup Investments was named the Offshore Management Company of the Year. This is the fourth consecutive year that Nedgroup Investments...
January is a great time to ensure that you and your family are making the most of your savings opportunities in 2019.
Time to read: 3 minThe SARB finally took a hawkish decision at the November MPC meeting to hike interest rates.
With the changes to Regulation 28, many retirement fund trustees are keen to increase their exposure to these markets.
So far 2018 has been a turbulent ride and businesses and citizens alike are being put to the test.
This five-part series of articles discusses some of the most import...
Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President...
The Nedgroup Investments Global Flexible Fund (sub-advised by First Pacific Advisors) was recently awarded a Gold analyst rating by Morni...
Time to read: 1 minOur new automated online investing platform, My Extraordinary Life has won the 2018 Banker Tech Project of the Year in the category Arti...
Because we understand that no one has time for endless paperwork, we now have a 100% paperless on-boarding solution to make investing wit...
The Nedgroup Investments Global Property Fund has been awarded a Silver rating by Morningstar Analyst Ratings.
Announcing the launch of our new paperless on-boarding solution whi...
Without standardised disclosure measures the layering of fees and costs has made it very difficult for employers and trustees to make acc...
In a recent interview with Blue Chip Magazine, Jannie Leach, Head of Core investments discussed the costs of retirement planning and how ...
Time to read: 6 minThe Nedgroup Investments Core range was launched in 2009 to fulfill the need for simple, low cost, multi-asset unit trust portfolios that...
The Nedgroup Investments Global Flexible Fund has been awarded a Gold rating by Morningstar Analyst Ratings. This prestigious, internatio...
Accelerating change swirls around us, placing us in the middle of a vortex that is not without investment implications.
As the obligations for trustees to select the most appropriate reti...
Establishing an ESG community that can promote and sustain a long-term responsible investing approach requires an entirely new way of thi...
As of 1 March 2018 transfers between TFI product providers will be possible which introduces many opportunities for investors to ensure t...
Time to read: 4 minGiven the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
Denver Keswell, Senior Legal Advisor at Nedgroup Investments, highlights key impacts and changes for investors.
Saving for retirement, for most people, is their largest financial challenge in life. While many people understand the importance of buil...
Given the high levels of volatility and uncertainty in the market, ...
Investors are understandably concerned about the consequences of the significant fall in the price of Steinhoff securities in the past fe...
Offshore investing allows you to access international investments, providing diversification in your investment.
Time to read: 3 minGeorge Cipolloni, sub-investment manager of the Nedgroup Investments Global Cautious Fund presented on a panel at the Allan Gray Investme...
The Nedgroup Investments Global Property Fund has celebrated its first 12 months and has surpassed the $60 million mark.
While there is definitely a good case for diversifying offshore, it is crucial in times like these of heightened uncertainty, to stick to...
Stocks go up, stocks go down, sectors do well, sectors do poorly. I...
The South African business sector remains committed to working with the government to restore confidence in the economy.
Following recent events, we understand that as a result, many investors will be feeling very uncertain.
Time to read: 4 minOur abridged financial statements for 2016 are now available.
National Treasury has done well over the years to encourage South Africans to save by introducing new tax incentives on various products.
Announcing the launch of two new multi-asset, Regulation 28 compliant funds.
Opportunity Fund wins at Morningstar Awards
As media and various industry commentators all rush to decipher the detail in Minister Pravin Gordhan’s annual budget speech delivered on...
The increase in the annual tax-free investment limits from R30 000 – R33 000 is a hugely positive development to encourage proactive savi...
Time to read: 3 minThe Board of Directors of GrAM recently announced its decision to i...
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers