NEWS
Our views on the latest industry developments, including insights on how these may affect your investments.
Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in helping us prepare for the future.
Key insights from our 2024 RI Report
2024 has certainly been a mixed year for sustainability. Top-down forces have undoubtedly been altered as the US voted in a conservative ...
The water paradox
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...
Celebrating excellence
Nedgroup Investments was awarded for investment excellence at the recent Raging Bull and Profile Unit Trust Awards ceremonies.
Core Chartbook 2024: Asset managers, fund g...
An overview of who manages the bulk of the rules-based assets in So...
Two-pot retirement system: Everything you need
The two-pot retirement system has been in effect since 1 September 2024.
Renewable Surge: Aligning Investments for a...
Time to read: 5 min
The power of diversity and inclusion
In the dynamic world of asset management, we often find ourselves on a challenging ascent resembling the act of climbing a mountain. It i...
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Tackling history: How rugby shaped South Af...
How can three rugby matches define the soul of a nation? Welcome to South Africa’s journey.
The Success Story of the FPA Contrarian Val...
Insight from Steven Romick, Sub-investment advisor of the Nedgroup ...
Investment Lessons from Three Decades of Ex...
Steven Romick, Sub-investments Manager of the Nedgroup Investments Global Flexible Fund reflects on 10 years of managing the fund
Achieve Maximum Returns with Minimal Risk: ...
In recent years, cash, often considered a passive asset class, has undergone a remarkable resurgence, establishing itself as a formidable...
Time to read: 4 min
Navigating booms and busts in China
Given the wide dispersion of country returns in emerging market equities each year, we know that outperformance hinges on finding the rig...
Stewardship and the Berkshire Hathaway example
Stewardship has always been something we obsess about at Nedgroup Investments and is one of the three pillars that we base our strategy on
How adapting the way you communicate with y...
Being an effective behavioural coach for your clients is not as simple as following an ‘one size fits all’ approach.
The next ‘Next Big Thing’ is here - and wha...
Every now and then, a technology arrives that immediately catches y...
China, India and LATAM, a combination of re...
NS Partners, Sub-investment managers of the Nedgroup Investments Global Emerging Markets Equity Fund, says that while they are positive o...
We don't want managers with fad funds,' say...
The head of an asset manager that selects other investors to manage its products says the best active managers only manage a few investme...
Time to read: 3 min
Market shocks and geo-politics impacting th...
At the midpoint in the lifetime of the United Nations Sustainable Development Goals, the release of the annual Nedgroup Investments Respo...
7 uncertainties affecting investment outcom...
2022 has been the year that kept on giving – especially when it comes to shocks and volatility.
When the going gets tough… find out what ki...
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...
Why we focus on getting the big calls right
Remarkably, the Stable Fund ended that tumultuous fifteen-month per...
South African based asset manager makes glo...
Nedgroup Investments International announces Tom Caddick as new Managing Director
Why FPA doesn’t try to predict where inflat...
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 min
Then and now: 5 trends affecting asset mana...
Nic Andrew, Executive Head of Nedgroup Investments spoke to clients attending our annual Global Investments Summit held in London in June...
Top tips to help you plan for your retirement
Having a readiness plan is priceless for your peace of mind when planning for your retirement.
The Nedgroup Investments Opportunity Fund -...
The Nedgroup Investments Opportunity Fund is managed to achieve two primary objectives: we aim to deliver returns of CPI + 5% (the return...
A wish list for 2022 to get our country to ...
As an optimist, and of course wanting South Africa to succeed, I am...
Lesson #3 – Don’t be a fool
Charlie Munger, the legendary 97-year-old investor and billionaire partner to Warren Buffett is renowned for his multi-disciplinary intel...
Investment themes to watch in 2022
2021 has been largely characterised by the staggered re-emergence of markets and economies from the effects of the Covid-19 pandemic, and...
Time to read: 3 min
Lessons learnt from 10 years of managing on...
After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to...
What happens when you print money?
Money printing has been around for some time – since the GFC – but what we have seen is a massive acceleration since the Covid pandemic.
How we find the top investment managers in ...
Identifying good, independent managers has been central to our success over the past two decades.
Habit: the key to helping clients make bett...
Contrary to popular opinion, willpower is not enough to establish a...
Why we are positive about China – EM Invest...
While there has been a lot of noise in the system about recent policy announcements and implementation thereof by the Chinese Government,...
The Silk Road – a bumpy ride ahead?
A look at the potential impact of recent announcements from the Chinese Government on Chinese investments
Time to read: 4 min
Global Emerging Markets Equity Fund comment...
Comments on China Education Group
Decisions based on recent performance
Mistakes can and do happen no matter how good you are.
Great risk-adjusted returns
Investors should rightfully pay attention to the numerous potential risks before they consider an investment.
Performance vs inflation +4%
Inflation beating returns while avoiding capital losses
When does it pay to be conservative?
Inflation beating returns while avoiding capital losses
Excellent returns through asset allocation
Navigating capital market risk events
Time to read: 1 min
The Great Rotation
In this month’s edition of the Balanced Perspective, we look to go behind the trends we are witnessing and gain further perspective of bo...
Investing in a post-covid world
We chatted to Dave Foord about his views on investing in a post-covid world and where the opportunities will be as well as what he thinks...
Why talking about ‘Value versus Growth’ is ...
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 p...
The Balanced Perspective
Iain Power of Truffle Asset Management, in a Q&A with David Levinso...
Nedgroup Investments behavioural survey
Nedgroup Investments has released the findings from its Nedgroup Investments Financial Personality Survey
Just and equitable growth in South Africa
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
Why diversity is good for everyone
David Levinson, Senior Investment Analyst at Nedgroup Investments, shares some of the initial findings of the Nedgroup Responsible Invest...
Why diversity does not always result in inc...
Fadzi Whande, a Diversity and Inclusion strategist for the United Nations, shares her insights into why diversity does not always result ...
Investment Insights: Disruption and evoluti...
Ian Anderson CIO at Counterpoint Asset Management; portfolio manager of the Nedgroup Investments Property Fund, discusses the extreme lev...
Global Emerging Markets Fund Quarterly Feed...
Ian Beattie is a Portfolio Manager at NS Partners, the managers of ...
Global Flexible Fund Quarterly Feedback – B...
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian ...
Global Cautious Fund Quarterly Feedback – R...
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an...
Time to read: 5 min
Global Equity Fund Quarterly Feedback – Wha...
Andrew Headley is a Portfolio Manager at Veritas Asset Management, the managers of the Nedgroup Investments Global Equity Fund. Andrew pr...
Global Behavioural Fund Quarterly Feedback ...
Jeremy Lang is a Portfolio Manager at Ardevora Asset management, the managers of the Nedgroup Investments Global Behavioural Fund. Jeremy...
How to enhance low cash yields
Philip Liebenberg is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Flexible Income Fund. Philip takes...
Why US inflation matters
Saul Miller is a Portfolio Manager at Truffle Asset Management, the...
Adapting to the continually evolving landscape
Steve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
International investing in 3 easy steps
Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and pract...
Time to read: 7 min
The single biggest influencer of global ass...
Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, looking at ...
Big Tech vs. The Antitrust movement
In our third Balanced Perspective event, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.
Budget Speech 2021 - Can SA weather the storm?
Nicky Weimar, Chief economist at Nedbank, provides an overview of the national budget speech and highlights the key take-outs.
Navigating South African Fixed Income Markets
Philip Liebenberg of Abax Investments is the incoming Portfolio Man...
The Balanced Perspective: SA vs the world
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...
Point of No Returns
Peter Uhlenbruch, the Head of Investor Standards at ShareAction, discusses their research into the standards for responsible investing am...
Time to read: 5 min
Climate change and ethics
Clem Sunter, South Africa’s most highly regarded scenario planner and strategist, discusses climate change and ethics and the Covid vacci...
ESG investing in emerging markets
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
Why sustainability matters to Woolworths
Roy Bagattini, the newly appointed CEO of Woolworths Holdings Limited, talks about why sustainability matters to Woolworths.
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of ...
Tactical asset allocation in volatile markets
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strat...
Emerging Markets - We've just begun
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 min
Global Equity Fund - Mr. Market
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the...
Vaccines mean a V-Shaped Recovery
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s...
An exceptionally unexceptional year
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...
Stable Fund – Outlook for the year ahead
Dave Foord is the CIO of Foord Asset Management and one of four mul...
Balanced Fund – Taking stock
Iain Power, the CIO of Truffle Asset Management and Portfolio Manager of the Nedgroup Investments Balanced Fund since inception, takes st...
Property Fund – Thoughts on SA listed property
Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated prop...
Time to read: 8 min
Rainmaker Fund – Is local always lekker?
Steve Minnaar from Abax Investments, Portfolio Manager for the Nedgroup Investments Rainmaker Fund, provides an update on the evolution o...
Flexible Income Fund – Maintaining the cour...
Rashaad Tayob from Abax Investments, Portfolio Manager for the Nedgroup Investments Flexible Income Fund, explains how they achieved the ...
Opportunity Fund – Seeking Opportunities
Omri Thomas from Abax Investments, portfolio manager of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s per...
The Balanced Perspective: prospects for SA ...
The Balance Perspective is a 15-minute long webinar with our Fund M...
Effects of geopolitics and pandemic develop...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest provides strategic outlook and research on markets, geopolitics, econo...
Reasons to invest in global real estate
Andrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
Time to read: 5 min
Mid-term budget speech commentary from Nick...
Nicky Weimar, Chief economist at Nedbank provides an overview of the mid-term budget speech and highlights the key take-outs.
Global Diversified Equity Fund quarterly fe...
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an o...
Global Cautious Fund quarterly feedback
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, provides an overview o...
People buy people, but will they buy you?
Philip Calvert, inspirational LinkedIn and marketing guru, believes...
Global Flexible Fund quarterly feedback
Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the...
Global Equity Fund quarterly feedback
Andrew Headley of Veritas Asset Management, Fund Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the Fund...
Time to read: 5 min
Global Emerging Markets Equity Fund quarter...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for t...
Balanced Fund quarterly feedback
Saul Miller and Iain Power of Truffle Asset Management, Fund Managers of the Nedgroup Investments Balanced Fund provide an overview of th...
Opportunity Fund quarterly feedback
Omri Thomas of Abax Investments, Fund Manager of the Nedgroup Investments Opportunity Fund provides an overview of the Fund’s performance...
Stable Fund quarterly feedback
Nick Balkin of Foord Asset Management, Fund Manager of the Nedgroup...
Flexible Income Fund quarterly feedback
Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s perfo...
Smart ways to get more out of your savings
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...
Time to read: 5 min
Offshore Investing – it’s simpler than you ...
Local equity markets have struggled to provide investors with very little in the form of real returns and this has led people to look to ...
In conversation with Dave Foord
Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades cha...
Eskom’s strategy to keep the lights on
A reliable and cost effective electricity supply is a critical success factor for the performance of the South African economy. Nedbank C...
Finding value in the South African equity m...
Murray Winkler and Dwayne Dippenaar of Laurium Capital, the newly a...
Between a rock and a hard place
Douglas Nicol, Investment Analyst at Nedgroup Investments, discusses interest rate developments over the last few months and the impact o...
Rainmaker and Entrepreneur Funds Feedback
Anthony Sedgwick from Abax Investments, the portfolio managers for the Nedgroup Investments Rainmaker and Entrepreneur Funds, provides a ...
Time to read: 7 min
Global Emerging Markets Equity Fund Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an ...
Global Property Fund Quarterly Feedback
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on...
Global Cautious Fund Quarterly Feedback
Tony Cousins, the CEO of Pyrford International, portfolio managers for the Nedgroup Investment Global Cautious Fund, provides an update...
Global Diversified Equity Fund Feedback
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio man...
Global Flexible Fund Quarterly Feedback
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
Global Equity Fund Quarterly Feedback
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund since 2010, provides an...
Time to read: 4 min
Core Fund Range Quarterly Feedback
Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry...
Opportunity Fund Quarterly Feedback
Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performanc...
Flexible Income Fund Quarterly Feedback
Lara Dalmeyer of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performa...
Stable Fund Quarterly Feedback
William Fraser of Foord Asset Management, who have managed the Nedg...
Balanced and Managed Funds Quarterly Feedback
Iain Power, the CIO at Truffle Asset Management, provides an overview of the Nedgroup Investments Balanced Fund for the last quarter.
Property Fund Quarterly Feedback
Ian Anderson, the CIO at Bridge Fund Managers and portfolio manager of the Nedgroup Investments Property Fund, provides an overview of th...
Time to read: 4 min
Cash Solutions Quarterly Feedback
Ray Wallace, the CIO at Taquanta Asset Managers, who have managed Nedgroup Investments’ cash products since inception, provides an overvi...
What behavioural characteristics reveal
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...
Tito Mboweni's special budget analysis
Nicky Weimar, Nedbank’s Chief Economist, provides a considered interpretation of the supplementary budget review presented by the Ministe...
What goes in your client's head when making...
In module 2 of this 3-part series, Neil Bage, director of behaviour...
Being human in times of uncertainty
Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients.
Is energy the silver bullet we need exit th...
JP Landman is a consultant to Nedbank Private Wealth and an independent political commentator. He focuses on political trends and economi...
Time to read: 5 min
Compelling indicators to support the bull c...
Ian Beattie, co-chief investment officer at NS Partners and Portfolio Manager for the Nedgroup Investments Global Emerging Markets Equity...
What responsible investing looks like in as...
2019 saw us embark on an extensive responsible investment (RI) review of our assets under management, with the objective to establish the...
In conversation with Mike Brown
Mike Brown, Chief Executive Officer of Nedbank shares his insights on balance and leadership in uncertain times
Property sector performance reflects differ...
Julian Campbell-Wood from Resolution Capital, Portfolio Managers fo...
Taking advantage of market turbulence
Tony Cousins of Pyrford International, the Portfolio Managers for the Nedgroup Investments Global Cautious Fund, talks about their respon...
The Global Flexible Fund and its response t...
Brian Selmo of First Pacific Advisors, the Portfolio Managers of Nedgroup Investments Global Flexible Fund, reviews the fund’s Q1 perform...
Time to read: 5 min
A Covid-19 strategy aimed to weather the cr...
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19...
Limiting the downside of Covid-19
Anthony Sedgwick of Abax Investments, Portfolio Manager of the Nedgroup Investments Rainmaker & Entrepreneur Funds, talks about their app...
The virus shocks shaking global economies
Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic...
Looking for stability in uncertain times
Nick Balkin of Foord Asset Management, Portfolio Managers of the Ne...
Long road to recovery
Rashaad Tayob, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses the long road to recovery after lockdown.
Walter Aylett on the Bravata Fund
A conversation with Walter Aylett on how the Nedgroup Investments Bravata Worldwide Flexible Fund and how it was positioned leading into ...
Time to read: 5 min
Impact of global shutdown on financials
Kokkie Kooyman, Portfolio Manager of the Nedgroup Investments Financials Fund discusses the Covid-19 crisis and how the resultant economi...
Navigating resources in turbulent times
Simon Kendall, Portfolio Manager of the Nedgroup Investments Mining & Resource Fund talks about how 2019 was a tremendous year for the re...
The devastation being wrought by Covid-19
Nicky Weimar, Group Chief Economist from Nedbank focuses on what to expect from the global and SA economy given the Covid-19 pandemic.
Abridged Annual Report 2019
Our abridged financial statements for 2019 are now available.
Subscribe to our podcasts
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FAQs – your investments and Covid-19
With so much real-time information coming in, it’s easy to get caught up in short-term sentiment and subsequently view daily developments...
Time to read: 4 min
Managing your investments in times of uncer...
Stay the course with your investments, focus on the long-term and don’t panic-sell, based on the headlines in the daily news.
Global Equity Fund wins top prize
The Nedgroup Investments Global Equity Fund scooped top prize in its category at the 2020 Morningstar Awards last night.
Offshore Manager of the Year for 5th year
Nedgroup Investments was named Offshore Management Company of the Year at the annual Raging Bull Awards in Cape Town.
Hiding your light under a bushel
From a news flow and publicity point of view, an extraordinary thin...
The ins and outs of international investing
Investing internationally does not need to be complicated.
Time to read: 4 min
Viewpoint on the economy
It is now 23 months since President Ramaphosa was elected president of the ANC and 21 months since he took over from Jacob Zuma.
2019: A year to remember
As I sat down to reflect on 2019, I felt, frankly, overwhelmed thinking about everything that has happened in the past 11 months.
Responsible Investing – growing in SA
At a panel discussion at the Nedgroup Institutional Engage event, Responsible Investing (RI), and where South African investors in partic...
Getting to know our Global Equity Fund
We provide an overview of the fund’s investment philosophy and stru...
Nedgroup Investments Engage
In August, our institutional team hosted the second ENGAGE event in partnership with Business Day.
Three years of returns for investors
The Nedgroup Investments Global Property Fund has celebrated its three-year anniversary as one of the top-performing global property fund...
Time to read: 3 min
A unique approach to investing globally
Our new Global Diversified Equities Fund is ideal for investors looking for long-term capital growth through investment in a global equi...
New fund launch
Nedgroup Investments is delighted to announce the launch of a fund that is designed to give investors targeted access to some of the fast...
Abridged Annual Report 2018
Our abridged financial statements for 2018 are now available.
Top honours at Morningstar Awards
At the Morningstar Fund Awards held in Cape Town this week, Nedgrou...
Diversifying your retirement fund
With the changes to Regulation 28, many retirement fund trustees are keen to increase their exposure to these markets.
5 important habits
Amidst all the uncertainty created by trade war(s), Brexit negotiations, noise around possible land claims and the fallout from President...
Time to read: 3 min
Comparison of retirement fund costs
Without standardised disclosure measures the layering of fees and costs has made it very difficult for employers and trustees to make acc...
Discussing the costs of retirement planning
In a recent interview with Blue Chip Magazine, Jannie Leach, Head of Core investments discussed the costs of retirement planning and how ...
Nedgroup Investments Fund awarded Gold Rating
The Nedgroup Investments Global Flexible Fund has been awarded a Gold rating by Morningstar Analyst Ratings. This prestigious, internatio...
Value investing
Accelerating change swirls around us, placing us in the middle of a...
Choosing a retirement solution
As the obligations for trustees to select the most appropriate retirement solution for their members grows more onerous, it is crucial to...
Promoting sustainable RI in asset management
Establishing an ESG community that can promote and sustain a long-term responsible investing approach requires an entirely new way of thi...
Time to read: 3 min
Retirement funds look to cash to reduce risk
Given the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
Sustainable Responsible Investing
Given the high levels of volatility and uncertainty in the market, cash is currently providing attractive inflation-beating income opport...
Property Fund celebrates strong first year
The Nedgroup Investments Global Property Fund has celebrated its first 12 months and has surpassed the $60 million mark.
Abridged Annual Report 2016
Our abridged financial statements for 2016 are now available.
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