Our views on the latest industry developments, including insights on how these may affect your investments.
For all the talk of turmoil in bond markets, yields have barely moved. With high-quality paper paying mid-single digits, investors don’t need to do anything clever to beat the bank or inflation, explains David Roberts.
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 credit, the structural advantages of public fixed income – transparen...
Our industry has a predictable pattern. Someone launches a product....
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 Investments gathered journalists in London for a different kind of outlook, f...
Time to read: 7 min
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 evidence suggests that, in places where active management can thrive, s...
Smaller, specialist firms offer agility, deep expertise, and a clie...
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...
Time to read: 6 min
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 Fund, gives his views on what to expect in the global bond market.
Jeremy Clarkson is best known as the outspoken presenter of Top Gea...
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.
Time to read: 5 min
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 digital innovation, one principle endures: asset management is fundamen...
Off the back of weak US CPI data, the UST market has rallied. Perha...
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...
Time to read: 5 min
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 and openly. In response to the tariff moves and reactions our team had ...
Amidst political and economic uncertainties, co-portfolio manager o...
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.
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 inve...
.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...
Time to read: 6 min
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, discusses the merits of ESG investing in the context of emerging markets.
Marco Colantonio from Resolution Capital, the Portfolio Manager of ...
Steven Romick from First Pacific Advisors, co-Portfolio Manager of ...
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers
