Tour de opportunity by Omri Thomas, Manager of the Nedgroup Investments Opportunity Fund

The Nedgroup Investments Opportunity Fund just finished the 10th stage of its race.

Time to read: 6 min

It’s not about hitting winners – it's about keeping the ball in play

Lessons for investing learnt on the tennis court

Full Article

International investing in 3 easy steps

What to consider when planning to invest internationally, and practical steps you can follow.

Full Article

A financial wellness framework for life

A framework to finding a balance between debt and savings and the right kind of investments for y...

Full Article

Why the yield curve might predict returns for 2021

How looking at the yield curve can help predict global asset class returns for 2021

Full Article

Emerging Markets: Cautious but looking for opportunity

Although the review of Q1 was cautionary there is reason to expect improvement later this year

Full Article

Investing beyond the noise

A look at how markets react to turmoil and how this plays out over the long term

Full Article

Retirement funds and emigration

What has changed and what will change?

Full Article

Structural Reform – slow but steady

A look at how SA is progressing in terms of structural reform

Full Article

What the financial world learnt from 2020

The valuable lessons from an extremely challenging year

Full Article

How does the Covid vaccine impact the outlook for emerging market equities?

With the arrival of the Covid vaccine many people speculate about the outlook for emerging market...

Full Article

Three reasons to buy cyclical exposure on the dip

Fund Manager of the Global Emerging Markets Equities Fund says there is reason to be cautious on ...

Full Article

The home bias dilemma - how do you determine the right level of offshore exposure?

An examination of the home bias dilemma in investment portfolios

Full Article

Are equity markets overvalued?

Why recent events have prompted this fund manager to go defensive on equities

Full Article

Responsible Investing - Mind the ambition gap

Key take outs from our Responsible investing Summit

Full Article

Everything we know about the Covid vaccines

What is approved, available and how the rollout process is planned for SA

Full Article

Let the main thing stay the main thing

Valuable leadership lessons learnt from the road to world cup victory

Full Article

How does ESG Integration and carbon risk analysis influence a portfolio?

A closer look at how Veritas factors in ESG and Carbon risk when making investment decisions

Full Article

The importance of growth assets for retired clients

Why retirees should not shy away from risk assets in their investment portfolios

Full Article

What’s the outlook for SA inflation?

We unpack the SA inflation basket to get insight into how inflation might be affected in future

Full Article

High global liquidity bodes well for emerging markets

Rising global money growth leaves Ems well-placed for outperformance

Full Article

Financial emigration and retirement funds

An explanation of changes to the concept of financial emigration affecting retirees.

Full Article

Is all bank debt equal - and why does this matter?

Understanding the nuances of bank debt is crucial for investors

Full Article

Industry insights at your fingertips – helping you navigate through chaos

Subscribe to the new Nedgroup Investments Pulse Report for market insights

Full Article

Lessons learnt from unprecedented times

An unprecedented speed of collapse of markets in March. An unprecedented global pandemic with ext...

Full Article

Six reasons why we’re optimistic about Emerging Market equities

Excess liquidity in the world economy is at the highest level since the end of the Global Financi...

Full Article

A contrarian’s approach to market disruption

As Global markets fell dramatically in the first quarter of 2020, it provided an opportunity for ...

Full Article

The role of fixed income in achieving long-term return objectives

The Nedgroup Investments Core funds provide the investor with low-cost exposure to a range of loc...

Full Article

Managing your living annuity through turbulent times

The lack of inflationary growth from the domestic equity market over the past few years, combined...

Full Article

Stability in uncertain times

There are two components to the Nedgroup Investments Stable Fund’s investment objective.

Full Article

When to invest in cash and income funds

Quarter two 2020 industry statistics will reflect an enormous flow of money into cash type unit t...

Full Article

Retiree participation is key in development of new and innovative retirement product

For most South Africans, their retirement savings is the largest sum of money they will ever have...

Full Article

Responsible Investing: Make your vote count

Historically, voters have expressed their loudest voice on resolutions pertaining to executive an...

Full Article

Will it be feasible to use a living annuity as part of your default annuity strategy?

On the 8 June 2020 the FSCA published the Draft Conduct Standard of 2020: Conditions for Living A...

Full Article

Rational decision-making during COVID-19

The decisions you make now could have significant long-term consequences

Full Article

Finding the balance

To achieve an optimally balanced portfolio of assets, our fund managers have to consider an impos...

Full Article

The Core Global Fund – no home bias and truly diversified

In a time of crisis, one often hears people remark that “this time it’s different” as the narrati...

Full Article

Update on the Nedgroup Investments Global Equity Fund

Since 2001, when Veritas began managing their Global Focus Strategy, which the Nedgroup Investmen...

Full Article

The importance of capital protection

With every investment decision there is a tug of war - a battle between risk and reward, equities...

Full Article

2019 Responsible Investment Report

As our parent company, Nedbank Ltd, further entrenches the United Nations Sustainable Developmen...

Full Article

Stick to your long-term offshore investment plan

Many South African investors are, however, hesitant to approach offshore investing and consider t...

Full Article

Options for offshore investing – and their tax implications

Amid the tide of reports of doom and gloom for the local economy, supported recently by Moody’s o...

Full Article

The challenges of S37C for retirement fund trustees

Section 37C is viewed as a social security measure to ensure that dependants of deceased retireme...

Full Article

Facts or fear – what will drive you in 2020?

In his book Triumph of the Optimists, Jeremy Siegel stated, “Fear has a greater grasp on human ac...

Full Article

Podcast: What does a truly diversified property portfolio look like?

In a world of constant change, where and how do property funds diversify? We chat to Andrew Parso...

Full Article

Podcast: SAA, strikes and looming junk status – why it might not be as bad as it sounds

We hear from Dave Foord, Fund Manager of the Nedgroup Investments Stable Fund about why we may ha...

Full Article

Budgeting on Moody’s

What will Budget 2020 bring? We look at the key aspects to look out for in the 2020 National Bud...

Full Article

The Core Accelerated Fund: less weight, more power

When your goal is long-term growth, its crucial to be invested in the right kinds of investments.

Full Article

Tax-free investments – one of the most powerful investment tools around

The new year is a fantastic time to get your finances in order. One of the most powerful ways to ...

Full Article

Responsible investing - no longer just a nice to have

At the recent gathering of world leaders in Davos for the annual World Economic Forum (WEF), one ...

Full Article

Hiding your light under a bushel

Eskom is in crisis – we all know that. But why are we not paying attentions to some of the plans ...

Full Article

Are you an eater or a waiter?

There is overwhelming and well-publicised evidence that to maximise the chance of achieving your ...

Full Article

Podcast: Where is Veritas finding value in the current market environment?

In a podcast with Andrew Headley who was recently in South Africa, our Head of Investments, Rob J...

Full Article

Podcast: Property Investments in SA - what now?

In a podcast recorded with Ian Anderson, Fund Manager of the Nedgroup Investment Property Fund, w...

Full Article

See no evil? Why it is important to help clients visualise the Big Picture

For financial planners, helping clients to fully understand the impact of their financial decisio...

Full Article

Thoughts from the road: Hong Kong and China

Fund Manager of the Nedgroup Investments Global Emerging Markets Equity Fund recently spent some ...

Full Article

It’s time to talk about death. Your death.

As the famous quote goes, there are only two certain things in life – death and taxes

Full Article

Feeling trapped in a bad ruck?

Rugby World Cup fever is following its usual 4-year cycle of uniting a country that has experienc...

Full Article

Just do something

‘Just do something’ is the cry now rising from all over South Africa, a plea to the president and...

Full Article

I’m biased. And so are you…

The term behavioural finance is all the rage. Behavioural economists have won Nobel Prizes and at...

Full Article

A unique approach to investing around the world

We are delighted to announce the launch of the Global Diversified Equity Fund (GDE) as the latest...

Full Article

Living Annuities: why you might be giving up important growth

Amidst the countless competing priorities of ever-increasing expenses when one goes through their...

Full Article

Emerging Markets: Preparing for the next upswing?

Globally, markets are factoring in the prospect of a cycle downswing, a trade war and possibly ev...

Full Article

Three questions a DIY investor needs to ask themselves before investing

Do-it-yourself (DIY) investing appeals to a range of investors who prefer to manage their own sav...

Full Article

Don’t sabotage your retirement savings – It’s easier than you think

It is somewhat surprising how many retirement fund members still access their retirement benefits...

Full Article

Unlock the real value of your financial planner – and it’s not about the returns

What if we told you that the real value you get from having a financial planner is not necessaril...

Full Article

Subscale unit trust funds… what the numbers show

There has been a proliferation of new unit trust fund launches in South Africa over the past 5 ye...

Full Article

Faction fights on three fronts

Last month’s conflagration on the South African Reserve Bank (SARB)’s mandate threw the faction f...

Full Article

Proud to be a YES employer

In May Nedbank CEO, Mike Brown hosted president Cyril Ramaphosa and several captains of industry ...

Full Article

Imagine not having to save for retirement…

As a new parent, not only do you yearn for an uninterrupted night’s sleep, but you also quickly ...

Full Article

Risk is where you are not looking

Investors typically attempt to move forward using their rear-view mirror for direction, giving mo...

Full Article

Finding Balance - Nedgroup Investments Balanced Fund

At first glance, the current global economic environment appears a minefield to global and local ...

Full Article

How we select our Best of Breed fund managers

Vast numbers of investment professionals all around the world cumulatively spend countless hours ...

Full Article

An investment strategy designed to avoid unforced errors

In this article we will examine how the Nedgroup Investments Core Range of funds has been designe...

Full Article

Responsible Investing - the big questions

With around R240 billion assets under management, Nedgroup Investments acknowledges the far-reach...

Full Article

Eskom - more than just looting

Even if a single cent wasn’t stolen at Eskom, the utility would still be in trouble. It is worthw...

Full Article

6 lessons I wish I had taught my younger self

2019 is a big year in the Andrew household. Our eldest daughter is off to boarding school and amo...

Full Article

The investment decisions you aren’t aware you are making

It is almost impossible for us to be unbiased in decision-making.

Full Article

How to consistently beat inflation

In a challenging low growth and volatile SA equity market, how do investors beat inflation withou...

Full Article

Draft Conduct Standard on Living Annuities: Good news for retirees?

On the 7 November 2018 the Financial Sector Conduct Authority (FSCA) published a Draft Conduct St...

Full Article

Why listed property is still a valuable asset class

2018 was a tough year for listed property but it should not be overlooked as a valuable asset class.

Full Article

How to avoid unforced errors in investing

In tennis, the outcome of a match is often determined by the number of “unforced errors” a player...

Full Article

The case for emerging market investments for South Africans

One of the most common counter-arguments we get from South African investors, when we recommend i...

Full Article

From political support to business confidence

One of several challenges the Ramaphosa administration faces is how to convert the president’s po...

Full Article

Checking in with the Nedgroup Investments Global Equity Fund

The Nedgroup Investments Global Equity Fund is one of the flagship funds in our international range.

Full Article

Is the glass half full or half empty? Are you even looking at the right glass?

Always seeing the glass half empty is not only depressing, it can dramatically hamper progress.

Full Article

Why should I stay invested in growth assets when cash offers me certainty?

The last four years have been very disappointing for investors.

Full Article

Checking in with the Nedgroup Investments Global Equity Fund

The Nedgroup Investments Global Equity Fund is one of the flagship funds in our international range.

Full Article

Are zero fee funds sustainable?

What is the catch? Is this sustainable? How would they make profits using this strategy?

Full Article

Cultivate these 5 habits to keep retirement savings on track

Making impulsive investment decisions based on these current events could have a negative effect ...

Full Article

What you need to know about the proposed tax changes

Treasury has proposed some important changes to the tax regulation in the investment industry.

Full Article

From intense emotions to hard numbers

Let’s focus on some hard numbers – the official mid-year population estimates published by StatsSA.

Full Article

When my friend forgot about his money

A few weeks ago, I received a call from a good friend regarding some investment advice.

Full Article

Ramaphosa's new dawn

How much of Ramaphosa's 'New Dawn' is visible so far? We counted 53 promises in the SONA.

Full Article

Trusts and tax: The beginning of the end?

National Treasury is looking to close perceived tax loopholes - we examine how this is likely to...

Full Article

Using tools to make better investment decisions

Making investment decisions can be complicated but tools can help investors take the best course ...

Full Article

How do you obtain sensible low cost exposure to SA equities?

Obtaining sensible exposure to SA equities is not as simple as picking and an off-the-shelf index.

Full Article

Trust the process

Find out why this is the motto for a contrarian value investor in a growth-dominated world.

Full Article

Checking in with the Nedgroup Investments Stable Fund

Although the fund has had a difficult period, we remain convinced of Foord’s ability to achieve r...

Full Article

Why there is value in Naspers

There is a lot of debate about the value of Naspers and whether it should be part of your portfolio.

Full Article

As the dust settles - four themes for 2018

I always find the December-holiday braai scene to be a good gauge of what is on everyone’s minds....

Full Article

End of an era

The title of this piece is an apt summary. It is certainly the beginning of the end of a long nig...

Full Article

Rattling the cage – Changing the view on sustainability in investments

The corporate and financial world has been operating under a misguided timeline of short-term ver...

Full Article

Are Money Market funds too good to be true?

We are often asked by prospective users of the Nedgroup Investments money market fund range how i...

Full Article

Why a written investment plan is a good idea

If you have started saving or are about to start, a written investment plan can keep you on track.

Full Article

Why a written investment plan is a good idea

If you have started saving or are about to start, a written investment plan can keep you on track.

Full Article

Investing offshore versus investing in offshore assets

Weak economic conditions and political instability has almost become the new normal in South Afri...

Full Article

Investing offshore versus investing in offshore assets

Weak economic conditions and political instability has almost become the new normal in South Afri...

Full Article

What opportunities will TFI transfers bring?

As of 1 March 2018 transfers between TFI product providers will be possible. What factors should ...

Full Article

What opportunities will TFI transfers bring?

As of 1 March 2018 transfers between TFI product providers will be possible. What factors should ...

Full Article

The case for rules-based investing

The increased scrutiny of costs in the financial services industry has seen a big global move tow...

Full Article

The case for rules-based investing

The increased scrutiny of costs in the financial services industry has seen a big global move tow...

Full Article

How tech is changing the business of investing

Technology has a profound impact on our lives. What impact will the emergence of 'fintech' - and ...

Full Article

Legislation and retirement funds

A look at some of the recent changes as well as some of the proposed changes that will have an im...

Full Article

Do you talk to your children about money?

Research shows how our attitude to money is shaped by our parent’s attitude to money. How do we t...

Full Article

The role of hedging in portfolio construction

We examine the aspects of our process that give us confidence in our ability to meet the risk tar...

Full Article

Weighing in with the Nedgroup Investments Global Equity Fund

In the gloomy economic outlook, how does our Global Equity Fund aim to produce outstanding perfor...

Full Article

The other set of numbers

The old saying says, "demography is destiny". Stats SA's 15-year population figures review reveal...

Full Article

Read more Resolution Capital: The Empire strikes back

The Empire State Building, almost 90 years old, seems to be getting better with age. Find out how...

Full Article

When more is less – rethinking financial health

Traditional definitions of financial wellness do not take into account how a person feels about t...

Full Article

When more is less – rethinking financial health

Traditional definitions of financial wellness do not take into account how a person feels about t...

Full Article

Two decades of winning by not losing

It’s not all about the big wins. If you avoid the worst performing stocks, you can still put up g...

Full Article

Two decades of winning by not losing

It’s not all about the big wins. If you avoid the worst performing stocks, you can still put up g...

Full Article

Is the Rand overvalued – and would we admit it if it was?

We live in an emerging market country with deep structural imbalances and many challenges. Are we...

Full Article

Is the Rand overvalued – and would we admit it if it was?

We live in an emerging market country with deep structural imbalances and many challenges. Are we...

Full Article

Investing offshore – have you ticked the boxes?

While there is definitely a case for investing offshore at the moment, it’s crucial to remember t...

Full Article

Bold statements and big promises – Donald Trump’s first six months as president

There has been enough excitement to last a lifetime in Donald Trump’s first six months as preside...

Full Article

Bold statements and big promises – Donald Trump’s first six months as president

There has been enough excitement to last a lifetime in Donald Trump’s first six months as preside...

Full Article

45% tax is real: Time to be tax efficient

The 2017 budget introduced a marginal rate of tax of 45% - the highest marginal rate of tax for S...

Full Article

Will listed property weather the storms?

Amidst the uncertain local and global environment, we examine the potential impact on the listed ...

Full Article

Risk profile and time frame - the building blocks of a successful portfolio

Achieving your savings or investment goals starts with determining an appropriate mix of fund cat...

Full Article

Nedgroup Investments Core Accelerated Fund - The importance of maximising growth early

The Nedgroup Investments Core Diversified and Nedgroup Investments Core Guarded funds are now in ...

Full Article

Managing investments in an ever-changing world

The world we live in today is changing at a sometimes dizzying pace and often forces us in comple...

Full Article

How does the US interest rate cycle affect you?

Everyone knew that the low rates in the US would not continue indefinitely. We look at the effect...

Full Article

A word with Dave Foord, manager of the Nedgroup Investments

A one-on-one with Dave Foord to get key insight into the Nedgroup Investments Stable Fund.

Full Article

Three investments curveballs - and what investors can do about them

We discuss three very topical issues that raise very difficult questions for investors at the mom...

Full Article

Staying the course in a world of accelerated change

I write this in the very fluid aftermath of Zuma’s decision to reshuffle his cabinet. There is no...

Full Article

2016 – the year of the push-back

2016 was simply a tumultuous political year: internationally Brexit and Trump, locally an enormou...

Full Article

Draft Default Regulations: What are we in for – part two

On 9 December 2016 National Treasury issued the second draft of their retirement funds default re...

Full Article

And then, Donald Trump was elected President

2016 posed many challenges for the global financial markets. In the US, however, a rocky start to...

Full Article

A tax-efficient strategy to enhance your savings during your career

Wealth is normally associated with the amount of financial capital you have accumulated, whether ...

Full Article

Can SA remain investment grade?

The threat of a ratings downgrade hung over SA markets throughout 2016. Despite concerted efforts...

Full Article

So what is the fuss about tax-free investments?

Tax-free investments (TFI) have certainly taken off as the ‘no-brainer’ investment of choice in S...

Full Article