Core SA Equity Fund
The Nedgroup Investments Core SA Equity Fund aims to achieve long-term capital growth by following a market linked rules-based strategy that provides broad market exposure to South African equities in a cost-effective manner.
The Nedgroup Investments Core SA Equity Fund aims to achieve long-term capital growth by following a market linked rules-based strategy that provides broad market exposure to South African equities in a cost-effective manner.
Liquidity is often treated as a constant in public markets, something investors can rely on. Recent events suggest a more complex reality. Many current concerns around credit are focused on private credit – and that conversation is worth having – but for investors in public fixed income, the more relevant question is: do you really understand the liquidity profile of what you hold?
With defaults, concentration risk and redemptions rising in private credit, the structural advantages of public fixed income – transparency, flexibility and daily liquidity – are coming back into focus.
Our industry has a predictable pattern. Someone launches a product. It gains traction. Marketing departments worldwide declare it revolutionary. Money pours in. Then, slowly, the fundamental questions emerge. Does this actually serve clients? Does it do what it claims? Does it solve a real problem or create new ones?
Backward-looking definitions of quality offer investors false comfort. A more durable approach requires a sharper focus on resilience, valuation and long‑term relevance, argues Nisha Thakrar.
With consensus views already established for 2026, Nedgroup Investments gathered journalists in London for a different kind of outlook, focused on underappreciated opportunities, crowded assumptions and risks investors may be too relaxed about.
Over the past two decades, we watched Steve Jobs introduce the iPhone and Apple go on to sell more than three billion of them. A small rectangle of glass did more than revolutionise communication; it quietly reorganised daily life. Laid end to end, those phones would circle the Earth more than eleven times. Yes, eleven.
In an industry being reshaped by fee pressure, operating complexity and AI, strategy alone won’t deliver an edge. Apiramy Jeyarajah argues that for wealth and asset managers, culture is the real advantage.
The investment industry still equates scale with success. But the evidence suggests that, in places where active management can thrive, smaller, owner-led boutiques often have structural advantages, argues Tom Caddick.
Smaller, specialist firms offer agility, deep expertise, and a client-first mindset - qualities we think tend to lead to outperformance.
A look at the AI spending boom and how it affects credit investors.
In today’s environment of elevated uncertainty and short-term noise, the Nedgroup Investments Contrarian Value Equity Fund offers a clear alternative for long-term investors.
As interest rate expectations continue to shift across G7 economies, bond markets have responded with sharp and often unpredictable moves. The Nedgroup Global Strategic Bond Fund has navigated this volatility with discipline, agility, and a clear focus on value.
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