We welcome back Rob Johnson, Head of Investments at Nedgroup Investments back on the podcast – this time to talk to us about some of the implications of the increased global investment allowances and why global bonds might be an attractive option for investors in the current environment.
In part 1 of the Global Perspectives we sit down with Tim Bray from NS Partners to hear his insights on the current State of Emerging Markets.
We welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments to chat about the impact of tax on one’s retirement savings.
We continue the series to empower new investors with the hope to answer the most frequently asked questions. Mohini Naidoo, Investment Analyst from Best of Breed joins us again to chat about a fundamental step in investing, which is setting up SMART goals.
We sit down with Philip Liebenberg to discuss the outlook for yields on local and global fixed income securities.
In the third instalment of the Money Market series Sean Segar talks us through the how Money Market funds fit in the income fund spectrum. Sharing the difference between a money market funds versus an income fund? For more information: Cash Solutions (nedgroupinvestments.co.za)
We welcome Mohini Naidoo, Investment Analyst from Best of Breed to chat to us about one of the most famously used terms in finance and investing – Inflation.
In this episode we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments. We chat about retirement and in particular, questions you should be asking yourself when you’re approaching retirement.
In this episode, we catch up again with Dave Foord, Founder and CIO of Foord Asset Management. Dave comments on the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines they have had to navigate since inception and how his early investment experience benefitted him in doing so. He also discusses how volatility creates opportunities to invest, the importance of skillful asset allocation, optimal diversification and stewardship in generating inflation beating returns while protecting investor’s capital.
In this episode we welcome come back Sean Segar – co-head of Nedgroup Investments Cash Solutions and in part 2 we get a bit more technical. Sean shares details about how money market funds work, whether it's complicated and some examples.
As markets wrestle with rising inflation and, in many regions, rising interest rates, where do opportunities lie and what areas are best positioned for the current global environment? Join Nedgroup Investments in conversation with Brian Selmo, co-portfolio manager of the Nedgroup Investments Global Flexible Fund at FPA, for a discussion on how FPA is finding pockets of opportunity amidst global economic and geopolitical uncertainties.
In this episode Denver Keswell, Senior legal advisor at Nedgroup Investments chats to us about the recent proposal made by The South African government of a 2-pot retirement system which would allow one to access some of their retirement funds prior to retiring.
In this edition of the Global Perspective, we sit down with Ben Fitchew of Ardevora Asset Management, and co-portfolio manager of the Nedgroup Investments Global Behavioural Fund. As we reach the third anniversary of our partnership, we will discuss what has been an eventful thirty-six months, from Covid-19 to stagflation fears and Russia’s invasion of Ukraine all having a profound impact on markets. With an investment philosophy grounded in cognitive psychology and the study of bias, Ben takes on the current state of global markets and the behaviour we are seeing from two key actors in the system - investors and equity analysts.
As regulatory changes in South Africa’s pension fund act come into effect, managers are faced with the prospect of a higher offshore allocation. At a time where global equities are dipping their toes into bear market territory, the debate of local versus offshore has never been more relevant. It took the world five months to recover from the last bear market, the one before that, four years. Navigating the waiting game, or weighting game, will require skill with client centricity at its heart. In this Balanced Perspective, we chat with Iain on some of these difficult questions, and what may be the prudent course of action given the current playing field.
“This is the second part of a series of presentations which aims to “Ask the right questions” about investing and the role passive plays in achieving better outcomes for investors and society. To date the focus has been on finding the optimal split between passive and active. However, these “quantitative” approaches rarely look at the causes behind the shift to passive strategies and their broader implications. In this presentation we will look at the passive allocation dilemma facing fund selectors which arises from the “market is all active” research we covered in the first presentation. We unpack some of the risks associated with intermediation and give an example how one could overcome these by using an appropriate financial planning framework.”
We discuss the 14th anniversary of loadshedding, Iain Power’s take on the state of South Africa’s economy, and the impact of extreme weather events. Mzansi’s hour most certainly cometh.
Our team of dedicated investment specialists draw on their experience to navigate the fund manager selection process by locating and partnering with best in class boutique investment managers around the world.
Philip Liebenberg from Abax Investments discusses some of the inflation issues and how he positions the Nedgroup Investments Flexible Income Fund.
Nick Balkin from Foord Asset Management looks at how flexibility enhances resilience.
Dwayne Dippenaar from Laurium Capital explains why South Africa has been strong year to date.
Ray Wallace from Taquanta Asset Management talks about optimising short term investment yields.
Omri Thomas from Abax Investments shows us how to structure a portfolio in an uncertain world.
Saul Miller from Truffle Asset Management talks about some his key concerns regarding markets and portfolio positioning.
Anthony Sedwick from Abax Investments explains the butterfly effect and the law of unintended consequences.
Andrew Parsons from Resolution Capital takes us through the performance of the global real estate.