Our views on the latest industry developments, including insights on how these may affect your investments.
The investment industry still equates scale with success. But the evidence suggests that, in places where active management can thrive, smaller, owner-led boutiques often have structural advantages, argues Tom Caddick.
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, the Nedgroup Investments Contrarian Value Equity Fund offers a clear...
As interest rate expectations continue to shift across G7 economies...
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 Fund, gives his views on what to expect in the global bond market.
Time to read: 4 min
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 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 ov...
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?
Time to read: 2 min
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 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 whi...
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...
Time to read: 7 min
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 ...
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 ...
Time to read: 4 min.jpg)
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% 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 succ...
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...
Time to read: 6 min
Steven Romick from First Pacific Advisors, co-Portfolio Manager of ...
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