NEWS
Our views on the latest industry developments, including insights on how these may affect your investments.
UK Government Bonds
A gift for the active manager?
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
Why I'm buying Japanese Government Bonds
The Japanese sovereign bond market makes up around 15% of the Global Bond market yet many investors have studiously avoided it - until now.
Winning by Not Losing
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
The Humble Brag
The personal luxury goods industry has compounded at 6% annually over the past 15 years, consistently outpacing global GDP.
Asset Management is a Human Business
In an industry increasingly shaped by artificial intelligence and d...
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?
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 concer...
Time to read: 2 min
The water paradox
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...
Our Global Flexible Fund wins again
The Nedgroup Investments Global Flexible Fund has won the 2025 Lipper Award in Europe, Germany, Switzerland and France.
Is gold 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 ...
Nedgroup Investments in the news
In times of market volatility we believe in communicating quickly a...
Is the US uninvestable?
Amidst political and economic uncertainties, co-portfolio manager of our Global Strategic Bond discusses the potential risks of US Treasu...
Global Bonds
The significance of Chinese and Japanese bonds in the global market is on the rise. In this article, we delve into the challenges and opp...
Time to read: 6 min
US small caps simply cannot be ignored
Louis Hutchings, multi-asset investment analyst at Nedgroup, on the enduring appeal of US small caps.
Ralph and Jeyarajah on the boutique advantage
Read this published article that brings the story of the return of Roberts and Ralph to life.
Value versus growth
People often hear value investing and assume it’s just an investmen...
Is this the end of the cash party?
Like moths to a flame, soaring cash yields have seduced retail investors into pouring more than US$1 trillion in money market funds over ...
Tackling history: How rugby shaped South Af...
How can three rugby matches define the soul of a nation? Welcome to South Africa’s journey.
Time to read: 6 min
The Success Story of the FPA Contrarian Val...
Insight from Steven Romick, Sub-investment advisor of the Nedgroup Investments Global Flexible Fund
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
How Apiramy Jeyarajah is selling Nedgroup I...
The business moved with lightning speed to pluck veteran bond managers out of retirement for a new ‘in-house multi-boutique’ model and no...
High-quality active bond managers 'set to b...
In September 2008, Ben Bernanke, the then Chair of the US Federal R...
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Subsequent Lessons from the Past, Insights ...
Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...
Nedgroup Investments onboards David Roberts...
The move will create a greater alpha opportunity set, providing access to highly rated active managers that Nedgroup Investments believes...
Time to read: 3 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
Nedgroup Investments delivering on expansio...
Nedgroup Investments is pleased to announce the appointment of Apiramy Jeyarajah as Chief Commercial Officer for the International busine...
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...
Global REITs presenting investment opportun...
Headwinds abound. With the effects of global geo-politics and risin...
South African based asset manager makes glo...
Nedgroup Investments International announces Tom Caddick as new Managing Director
Is Eastern Europe really uninvestable?
As the ongoing war between Ukraine and Russia and the power crunch in Europe exacerbate the impact of declining liquidity globally, inves...
Time to read: 3 min
The secret about sequence of returns
New research conducted by Nedgroup Investments has debunked the idea of sequencing of return risk, and traditional methods to mitigate it.
Navigating the behavioural complexities of ...
Responsible Investing (RI) is growing and approaching maturity, and complexities around how it is perceived, interpreted and communicated...
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-...
Then and now: 5 trends affecting asset mana...
Nic Andrew, Executive Head of Nedgroup Investments spoke to clients...
Russia country profile
With Russia’s invasion of Ukraine by land, sea and air resulting in the biggest attack on a European state since WWII, sanctions against ...
Nedgroup Investments Global Cautious Fund -...
As global central banks begin to scale back monetary stimulus, which has been the main catalyst driving equity market valuations, this no...
Time to read: 1 min
Review and Outlook of Liquidity Trends
Global monetary indicators have weakened further over the last three months and are signaling a slowdown in economic momentum during H1 2...
Life sciences sector: resilient return prof...
The Covid pandemic had a massive effect on the global commercial real estate market
Biodiversity dominating the ESG agenda in 2022
Biodiversity, the most complex and intricate feature of life on earth, is rapidly capturing the attention of the asset management industr...
Hot commodities – what’s the outlook for ‘d...
While the world has undoubtedly pivoted towards embracing renewable...
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
Price matters – even if you have the best b...
You can buy the best business in the world and still pay too much for it.
Don’t ignore global REITs as an effective i...
As concerns around global inflation grow, there is a common belief that property investments will suffer in this environment, especially ...
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.
Three big investments themes you should be ...
If you are not already scanning the investments universe for winner...
How we find the top investment managers in ...
Identifying good, independent managers has been central to our success over the past two decades.
Why this fund manager is optimistic amidst ...
While many analysts and investors see reason to be cautious at the moment, Jeremy Lang, Fund Manager of the Nedgroup Investments Global B...
Time to read: 5 min
Habit: the key to helping clients make bett...
Contrary to popular opinion, willpower is not enough to establish a sustainable habit
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
Global Emerging Markets Equity Fund comment...
Comments on China Education Group
Uncomfortably comfortable
Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund, provides a...
REITerating Fundamentals
Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund discusses t...
Time to read: 6 min
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...
Nedgroup Investments behavioural survey
Nedgroup Investments has released the findings from its Nedgroup Investments Financial Personality Survey
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 ...
Top 30 under Thirty
Wealth Manager's Top 30 under Thirty is now in its eleventh year an...
Global Emerging Markets Fund Quarterly Feed...
Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an...
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 ...
Time to read: 5 min
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...
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...
Post-Covid portfolios need global REITs
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, ...
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 ...
Change the environment not the person - inv...
When it comes to influencing investor behaviour, it’s more important to change the way in which the investor is receiving information tha...
Time to read: 3 min
Using behavioural insights to empower bette...
Professor Greg Davies, a globally recognised expert in applied decision science, behavioural finance and financial wellbeing explores the...
Design your happy ever after
Professor Paul Dolan, Head of Department and Professor of Behavioural Sciences at the London School of Economics explores how science can...
Inside the mind of a behavioural investor
William Pattisson is the co-founder of Ardevora Asset Management looks to leverage the errors of judgement made by global equity market p...
ESG investing in emerging markets
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, di...
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview 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...
Time to read: 6 min
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...
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 ...
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
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 there is no time like the present to strengthen your online presence,...
Choosing a fund manager
Our fund managers are selected and assessed by means of our Best of...
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...
Two new property fund share classes launched
Due to increasing investor demand Nedgroup Investments, who run an independent multi-boutique asset manager business model, have increase...
Emerging Markets Fund outperforms amidst gl...
Portfolio manager Ian Beattie explains his outlook for the rest of the year, stating that “We believe that the unprecedented fiscal and m...
Global Emerging Markets Equity Fund Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the ...
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...
Time to read: 5 min
Global Diversified Equity Fund Feedback
Jeremy Lang, co-founder of Ardevora Asset Management, portfolio managers for the Nedgroup Investments Global Diversified Equity Fund, pro...
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...
Compelling indicators to support the bull c...
Ian Beattie, co-chief investment officer at NS Partners and Portfol...
How emerging markets have fared during the ...
Having reached the one-year anniversary of the Nedgroup Investments Global Emerging Markets Equity Fund we reflect on how it has fared pa...
The winners in emerging markets
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging ...
Time to read: 6 min
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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...
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.
Business continuity and Covid-19
The Coronavirus (Covid-19) outbreak has reached pandemic levels and...
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.
Time to read: 1 min
The ins and outs of international investing
Investing internationally does not need to be complicated.
Getting to know our Global Equity Fund
We provide an overview of the fund’s investment philosophy and structure and dive deeper into one of the stocks in the fund – Rolls Royce...
Three years of returns for investors
The Nedgroup Investments Global Property Fund has celebrated its th...
What a Messi! Avoiding Argentina
As many investors look to global equities to diversify their portfolios, the uncertainties in many developed markets have put the spotlig...
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...
Time to read: 2 min
Preparing for the next storm
Steven Romick discusses his mounting concern regarding risks in sovereign and corporate bonds - which, should the result be a debt crisis...
Offshore Manager of the Year
Nedgroup Investments was named the Offshore Management Company of the Year. This is the fourth consecutive year that Nedgroup Investments...
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25 years of Contrarian Value Strategy
The Nedgroup Investments Global Flexible Fund (sub-advised by First Pacific Advisors) was recently awarded a Gold analyst rating by Morni...
Nedgroup Investments Global Property Fund
The Nedgroup Investments Global Property Fund has been awarded a Si...
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 vortex that is not without investment implications.
Time to read: 3 min
Property Fund celebrates strong first year
The Nedgroup Investments Global Property Fund has celebrated its fi...
Two decades of winning by not losing
Stocks go up, stocks go down, sectors do well, sectors do poorly. I...
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