Our views on the latest industry developments, including insights on how these may affect your investments.
In over two decades of managing investments, I have never once read a headline that indicated everything is fine and markets are ticking along nicely. That is not by chance. This is not a criticism of the media - it is simply how the information...
For all the talk of turmoil in bond markets, yields have barely moved. With high-quality paper paying mid-single digits, investors don’t ...
An investment process is defined as much by what it refuses to hold as by what it buys. And with high-quality yields at levels not seen i...
Liquidity is often treated as a constant in public markets, something investors can rely on. Recent events suggest a more complex reality...
With defaults, concentration risk and redemptions rising in private...
Our industry has a predictable pattern. Someone launches a product. It gains traction. Marketing departments worldwide declare it revolut...
Backward-looking definitions of quality offer investors false comfort. A more durable approach requires a sharper focus on resilience, va...
Time to read: 4 min
With consensus views already established for 2026, Nedgroup Investments gathered journalists in London for a different kind of outlook, f...
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 re...
In an industry being reshaped by fee pressure, operating complexity and AI, strategy alone won’t deliver an edge. Apiramy Jeyarajah argue...
The investment industry still equates scale with success. But the e...
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.
Time to read: 5 min
In today’s environment of elevated uncertainty and short-term noise, the Nedgroup Investments Contrarian Value Equity Fund offers a clear...
As interest rate expectations continue to shift across G7 economies, bond markets have responded with sharp and often unpredictable moves...
Our Global Strategic Bond Fund has material constraints hard coded into its prospectus - which provide comfort in times of stress.
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fu...
Jeremy Clarkson is best known as the outspoken presenter of Top Gear, but more recently he has surprised audiences with Clarkson’s Farm, ...
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
Time to read: 1 min
The Japanese sovereign bond market makes up around 15% of the Global Bond market yet many investors have studiously avoided it - until now.
Brian Selmo recently joined Morningstar’s The Long View podcast to share deep insights into the team’s investment philosophy and process.
The personal luxury goods industry has compounded at 6% annually over the past 15 years, consistently outpacing global GDP.
In an industry increasingly shaped by artificial intelligence and d...
Off the back of weak US CPI data, the UST market has rallied. Perhaps the death of American assets has been exaggerated?
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
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...
The Nedgroup Investments Global Flexible Fund has won the 2025 Lipper Award in Europe, Germany, Switzerland and France.
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 ...
In times of market volatility we believe in communicating quickly a...
Amidst political and economic uncertainties, co-portfolio manager of our Global Strategic Bond discusses the potential risks of US Treasu...
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
Louis Hutchings, multi-asset investment analyst at Nedgroup, on the enduring appeal of US small caps.
Read this published article that brings the story of the return of Roberts and Ralph to life.
People often hear value investing and assume it’s just an investmen...
Like moths to a flame, soaring cash yields have seduced retail investors into pouring more than US$1 trillion in money market funds over ...
Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...
Time to read: 6 min.jpg)
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...
Biodiversity, the most complex and intricate feature of life on earth, is rapidly capturing the attention of the asset management industr...
Identifying good, independent managers has been central to our success over the past two decades.
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, di...
Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the Fund far...
Time to read: 5 min
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