Our views on the latest industry developments, including insights on how these may affect your investments.
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 – ...
With defaults, concentration risk and redemptions rising in private credit, the structural advantages of public fixed income – transparen...
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...
With consensus views already established for 2026, Nedgroup Investm...
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...
Time to read: 5 min
The investment industry still equates scale with success. But the evidence suggests that, in places where active management can thrive, s...
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...
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.
Time to read: 8 min
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fund, gives his views on what to expect in the global bond market.
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.
The Japanese sovereign bond market makes up around 15% of the Globa...
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.
Time to read: 3 min
In an industry increasingly shaped by artificial intelligence and digital innovation, one principle endures: asset management is fundamen...
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...
Tackling the global water crisis requires a multifaceted approach t...
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 ...
Time to read: 3 min
In times of market volatility we believe in communicating quickly and openly. In response to the tariff moves and reactions our team had ...
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...
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.
Time to read: 9 min
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 pe...
Like moths to a flame, soaring cash yields have seduced retail investors into pouring more than US$1 trillion in money market funds over ...
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Reflecting on the past two decades in the investment industry, and the significant changes that have occurred, can be extremely useful in...
As at the end of the third quarter, global equities were down 25% f...
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.
Time to read: 3 min
Dr Mark Mobius, the Founding Partner of Mobius Capital Partners, discusses the merits of ESG investing in the context of emerging markets.
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...
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