The Case for Boutique Asset Managers
Why we champion the Boutique Advantage
Smaller, specialist firms offer agility, deep expertise, and a client-first mindset - qualities we think tend to lead to outperformance.
NEWS
Our views on the latest industry developments, including insights on how these may affect your investments.
Going for long-term growth: What we look for
In today’s environment of elevated uncertainty and short-term noise, the Nedgroup Investments Contrarian Value Equity Fund offers a clear...
Turning volatility into opportunity
As interest rate expectations continue to shift across G7 economies, bond markets have responded with sharp and often unpredictable moves...
Private Credit: Popular, Complex
Our Global Strategic Bond Fund has material constraints hard coded into its prospectus - which provide comfort in times of stress.
Outlook for bonds in Q4 2025
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fu...
UK Government Bonds
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.
Time to read: 5 min
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 digital innovation, one principle endures: asset management is fundamen...
Is now the time to buy US Treasuries?
Off the back of weak US CPI data, the UST market has rallied. Perha...
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...
The water paradox
Tackling the global water crisis requires a multifaceted approach that integrates infrastructure development, technological innovation, g...
Time to read: 5 min
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 and openly. In response to the tariff moves and reactions our team had ...
Is the US uninvestable?
Amidst political and economic uncertainties, co-portfolio manager o...
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...
Renewable Surge: Aligning Investments for a...
Time to read: 5 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 investment with a low P/E ratio or owning the shares of a proven business in pe...
Is this the end of the cash party?
Like moths to a flame, soaring cash yields have seduced retail inve...
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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...
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...
Time to read: 6 min
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...
How we find the top investment managers in ...
Identifying good, independent managers has been central to our success over the past two decades.
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.
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of ...
An exceptionally unexceptional year
Steven Romick from First Pacific Advisors, co-Portfolio Manager of ...
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