Investment news and insights

Our views on the latest industry developments, including insights on how these may affect your investments.

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Key insights from our 2024 RI Report

Key insights from our 2024 Responsible Investment Report

26 May 2025

2024 has certainly been a mixed year for sustainability. Top-down forces have undoubtedly been altered as the US voted in a conservative government determined to push the anti-ESG movement.

Time to read: 12 min

Doubling down on our effort

02 June 2025

The South African retirement sector is undergoing a significant evolution, marked by the increasing integration of Environmental, Social...

Time to read: 6 min

The water paradox

07 May 2025

Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...

Time to read: 5 min

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The Warren Buffet MBA

01 May 2025

Learn from the best investor of our time with access to 31 full shareholders meetings going back to 1994, 145 hours of video, and over 52...

Time to read: 1 min

Two pots next to each other for the Two-Pot Retirement System campaign

The hidden cost of Two-Pot withdrawals

08 April 2025

The government had forecasted that Two-Pot withdrawals would amount...

Time to read: 4 min

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Overcome the fear of loss in investing

12 March 2025

The goal of financial planners is to help their clients make smart decisions that will benefit their financial future.

Time to read: 2 min

Celebrating excellence

03 March 2025

Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.

Time to read: 1 min
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Savvy savings: A decade of tax-free investing

05 February 2025

Celebrating a decade of tax-free investing in South Africa and looking forward to many more decades of smart and savvy investing. Start y...

Time to read: 3 min

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2025 Nedgroup Investments Summit

30 January 2025

Read more insights from the Nedgroup Investments Summit, hosted from 27 – 29 January 2025 in Cape Town, Johannesburg, Pretoria and Durban...

Time to read: 5 min

Give Your Child the Gift of Education

09 October 2024

Learn how a Tax-Free Investment account in South Africa can help you save for your child's education. Discover the benefits of Tax-Free I...

Time to read: 2 min

Core Chartbook 2024: Trends in cost and rel...

05 September 2024

A deeper look at costs and performance across the local and global ...

Time to read: 5 min

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Core Chartbook 2024: Asset managers, fund g...

30 August 2024

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.

Time to read: 5 min

Core Chartbook 2024: Trends in rules-based ...

23 August 2024

A look at developments in rules-based investing across the local and global landscape.

Time to read: 5 min
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Core Chartbook 2024: Long-term trends in th...

21 August 2024

Our annual insights into trends in the local and global CIS industry.

Time to read: 4 min

Two-pot retirement system: Everything you need

24 July 2024

The two-pot retirement system has been in effect since 1 September 2024.

Time to read: 2 min

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Renewable Surge: Aligning Investments for a...

12 June 2024

Time to read: 5 min

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US small caps simply cannot be ignored

01 May 2024

Louis Hutchings, multi-asset investment analyst at Nedgroup, on the...

Time to read: 3 min

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Nedgroup Investments SA Equity Fund: 10 yea...

02 April 2024

Nedgroup Investments SA Equity Fund: 10 years of consistency

Time to read: 3 min

Ralph and Jeyarajah on the boutique advantage

27 March 2024

Read this published article that brings the story of the return of Roberts and Ralph to life.

Time to read: 9 min

Investor behaviour matters, especially in t...

07 March 2024

Time to read: 3 min

Value versus growth

01 March 2024

People often hear value investing and assume it’s just an investment with a low P/E ratio or owning the shares of a proven business in pe...

Time to read: 3 min

Budget 2024 and financial planning: What yo...

22 February 2024

Time to read: 3 min

Pack your bags: Investing is your ticket to ho

01 September 2023

Investing in unit trusts is your gateway to turning your dream into...

Time to read: 2 min

Fuel your dreams with a unit trust investment

01 September 2023

The road to owning your dream car is wide open, and Nedgroup Investments is here to help you get there through the power of investing in ...

Time to read: 2 min

Rainy days, sunny savings: Unit trusts to the

01 September 2023

Unit trusts can be a great way to save for rainy days. In this article, we explain why unit trusts are a smart choice and how Nedgroup In...

Time to read: 2 min

Unlock your dream home with unit trusts

01 September 2023

Embarking on the journey to your very own first home is a thrilling adventure, and the good news is that it's not as daunting as it may s...

Time to read: 2 min

Nic Andrew

Subsequent Lessons from the Past, Insights ...

15 August 2023

Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...

Time to read: 6 min

Nic Andrew

When the going gets tough… find out what ki...

02 November 2022

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 (tra...

Time to read: 6 min

The basics of bond investments

27 September 2022

Bonds are loans to the government, (e.g., bonds issued by the South...

Time to read: 5 min

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What is a cash investment?

19 September 2022

Investing in cash can be useful for short periods of time, or to have as an “emergency fund” for unforeseen expenses as it is very access...

Time to read: 4 min

What is inflation?

12 July 2022

Inflation is defined as a sustained increase in the price of goods and services. It is measured as an annual percentage increase.

Time to read: 2 min
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Biodiversity dominating the ESG agenda in 2022

09 February 2022

Biodiversity, the most complex and intricate feature of life on earth, is rapidly capturing the attention of the asset management industr...

Time to read: 2 min

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How we find the top investment managers in ...

13 September 2021

Identifying good, independent managers has been central to our success over the past two decades.

Time to read: 3 min

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Just and equitable growth in South Africa

18 May 2021

Tracey Davies, the Executive Director of Just Share, a leader in shareholder activism in South Africa, discusses gender and pay inequality

Time to read: 5 min

ESG investing in emerging markets

26 January 2021

Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, di...

Time to read: 8 min

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REITS: Vaccines, Recovery & Value

21 January 2021

Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...

Time to read: 6 min

An exceptionally unexceptional year

21 January 2021

Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...

Time to read: 5 min
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Stable Fund – Outlook for the year ahead

19 January 2021

Dave Foord is the CIO of Foord Asset Management and one of four mul...

Time to read: 11 min