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.
Financing the AI Boom
A look at the AI spending boom and how it affects credit investors.
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 ...
Outlook for bonds in Q4 2025
David Roberts, Co-Portfolio Manager of the Global Strategic Bond Fund, gives his views on what to expect in the global bond market.
UK Government Bonds
An Active manager has had at least 9 opportunities to make double the return of a passive alternative.
Time to read: 1 min
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 ...
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...
Time to read: 6 min.jpg)
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...
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, di...
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...
An exceptionally unexceptional year
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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