SA Equity Fund

Asset Management is a Human Business

20 June 2025

Is now the time to buy US Treasuries?

Off the back of weak US CPI data, the UST market has rallied. Perhaps the death of American assets has been exaggerated?

12 June 2025

Is now the time to buy US Treasuries?

12 June 2025

Lessons from history

The sharp steepening of the US yield curve, where 30-year bond yields now exceed 5-year yields by over 1%, signals rising investor concern over fiscal sustainability, inflation, and recession risk.

21 May 2025

The water paradox

Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, governance reforms, and community engagement.

7 May 2025

Nedgroup Investments Global Flexible Fund wins at 2025 Lipper Awards

The Nedgroup Investments Global Flexible Fund has won the 2025 Lipper Award in Europe, Germany, Switzerland and France.

1 May 2025

Nedgroup Investments Global Flexible Fund wins at 2025 Lipper Awards

1 May 2025

Always believe in gold, but is it indestructible?

Another quarter closes and we all look to which assets flew and which flagged. It was the somewhat heavy, ungainly gold that was one of the key fliers, rising 19% in USD terms for its best quarter since 1986.

7 April 2025

Always believe in gold, but is it indestructible?

7 April 2025

Nedgroup Investments in the news

In times of market volatility we believe in communicating quickly and openly. In response to the tariff moves and reactions our team had various media engagements.

31 March 2025

Nedgroup Investments in the news

31 March 2025

Understanding Global Bonds in 2025

David Roberts and Alex Ralph, co-portfolio managers of the Nedgroup Investments Global Strategic Bond Fund, discuss their optimistic outlook for global bonds in 2025. They reflect on 2024’s performance, portfolio strategy, and market risks while highlighting opportunities in government and corporate bonds amidst economic uncertainty.

19 February 2025

15m

Understanding Global Bonds in 2025

19 February 2025

15m

Global Fixed Income Outlook: What are you avoiding

Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline which areas of the market they are avoiding in 2025.

Global Fixed Income Outlook: What are you avoiding

Global Fixed-income Outlook: Where are you finding opportunities

Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline where they see opportunities in 2025.

Global Fixed-income Outlook: Where are you finding opportunities

Global Fixed-Income Outlook 2025: What is your Outlook

Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline what they expect from bond markets in 2025.

Global Fixed-Income Outlook 2025: What is your Outlook

What does a margin of safety mean to you?

Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund explains what his team regards as a 'margin of safety'.

13 November 2024

What does a margin of safety mean to you?

13 November 2024