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The Nedgroup Investments podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. We aim to keep you informed about crucial developments impacting the investment landscape and ensure that you stay up-to-date. Click one of the links below to listen to our Investment Insights podcast on your preferred platform.
David Roberts and Alex Ralph, co-portfolio managers of the Nedgroup Investments Global Strategic Bond Fund, discuss their optimistic outlook for global bonds in 2025. They reflect on 2024’s performance, portfolio strategy, and market risks while highlighting opportunities in government and corporate bonds amidst economic uncertainty.
| 15m min watch
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline which areas of the market they are avoiding in 2025.
| 2m min watch
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline where they see opportunities in 2025.
| 2m min watch
Hear from Alex Ralph and David Roberts, co-portfolio Managers of the Nedgroup Investments Global Strategic Bond Fund as they outline what they expect from bond markets in 2025.
| 2m min watch
Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund.
| 1m min watch
A candid interview clip of Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how the macro analysis fits into the FPA investment process.
| 1m min watch
Veteran manager, Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund shares some of his most valuable insights gained over decades of investing.
| 1m min watch
A short interview with Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund as he talks about how his investment approach as a value investor has changed over time.
| 1m min watch
Steven Romick, Sub-investment manager of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund explains what his team regards as a 'margin of safety'.
| 1m min watch
Steven Romick, sub-investment advisor of the Nedgroup Investments Contrarian Value Equity Fund and the Nedgroup Investments Global Flexible Fund, explains what they mean when they say their fund strategy is contrarian value.
| 1m min watch
Many bond funds are mere reflections of local markets, but the approach at Nedgroup Investments is different. The Global Strategic Bond Fund managed by David Roberts and Alex Ralph actively seeks opportunities across all major global bond markets, enabling the duo behind it to enhance returns, particularly during periods of economic and political uncertainty. By actively managing the Nedgroup Investments Global Strategic Bond fund, they focus on a balanced strategy that avoids unnecessary risks, optimising both credit and government debt to protect and grow your investment. Find out how the fund can work for your portfolio.
Hear from David Roberts, co-portfolio manager of the Nedgroup Investments Global Strategic Bond Fund as he provides an update on key performance drivers and changes to the fund over the last quarter.
Why the bond market could feel like déjà vu all over again
How can you get ready for the future in a changing world? In our new Quarterly Insights podcast, Nic Andrew, Executive Head of Nedgroup Investments, talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It’s a fresh view on the forces that shape our world every day. Tune in for valuable insights.
| 17 min listen
Coming to the end of the monetary cycle, there has been a huge dispersion in fund returns in the unconstrained bond sector – a major concern to some of its biggest long-term supporters. With interest rates at rock bottom for over a decade, many bond investors have pursued returns in riskier parts of the market.
The second video in our series with Citywire where the co-portfolio managers of our Global Strategic Bond Fund discuss why they believe the desynchronisation of the monetary cycle is creating opportunities not seen for a decade in bond markets.
The first of 3 videos recorded with Citywire. Staying true to its entrepreneurial roots, Nedgroup Investments has seized upon an opportunity to bring two widely regarded bond investors back to the market. Tom Caddick, managing director of Nedgroup Investments International tells Citywire’s Amy Maxwell how the boutique Palomar Fixed-Income – which reunited Caddick with former colleagues Alex Ralph and David Roberts – came into being.
Quarterly roundup Q1 2024
Quarterly roundup Q1 2024
Quarterly roundup Q1 2024
Quarterly roundup Q1 2024
Quarterly roundup Q1 2024
Quarterly roundup Q1 2024
The 2024 budget speech was expected to include spending cuts, proposals for fiscal income generation and measures to close the tax gap. In this live webinar, Nedbank Group Chief Economist, Nicky Weimar, breaks down the key outcomes of the budget speech and gives her views on what South Africans can expect from an economic point of view for the medium term. This is followed by a reflective Q&A session with Trevor Garvin, Head of Multi-Management at Nedgroup Investments.
In this video, Rob Promisel, Portfolio Manager of the Nedgroup Investments Global Property Fund provides an in-depth analysis of the fund’s performance over the past quarter. Rob discusses key investment decisions, portfolio changes, and the strategic outlook for the fund. He also shares insights into the global property market and how these trends are shaping our investment strategy.
| 13m min watch
In this video, portfolio manager of the Nedgroup Investments Global Emerging Markets Equity Fund, Brian Coffey, provides an in-depth analysis of the fund’s performance over the past quarter.
| 16m min watch
In this video, portfolio manager of the Nedgroup Investments Global Flexible Fund, Steven Romick, provides an in-depth analysis of the fund’s performance over the past quarter. Stay tuned till the end of the video for a Q&A session where Steven answers some key questions regarding the fund.
| 10m min watch
Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Logistics chaos adds to government woes."
In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We also explore the challenges global corporates are facing and how to identify resilient ones. We conclude with an in-depth analysis of key global property trends and their potential impact in 2024. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
In our latest podcast, Nic Andrew, Head of Nedgroup Investments, reflects on rugby's role in shaping South Africa's history. He draws comparison to some crucial themes in the asset management industry and discusses the characteristics required to deliver consistently for clients over the long term. It’s full of reflection, patriotism and unique investment insight.
What does a rising term premium mean for the corporate bond market? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to Alex Ralph, a seasoned global credit investor, on quality, opportunities, and the risks she’s paying close attention to.
As long-term interest rates rise, can high yield bonds continue to demonstrate their resilience, or will the cracks begin to emerge? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, on where next in credit markets.
In this episode Multi-Manager Investment Analyst, Tumisho Grater, sits down with Rob Johnson, Head of Investments at Nedgroup Investments, to discuss the sharp rise in interest rates over the past 18 months that were driven primarily by persistently high inflation and explore why global fixed income may become an attractive option for investors looking to diversify their portfolios.
At Nedgroup we create best-in-class investment choices for our clients to help them achieve their goals, through providing access to some of the best fund managers in the world. We are investors first and foremost, scrutinising and analysing the role each strategy will play for the client. We seek out managers who balance a strong track record with our ambition to be careful custodians of client capital.
| 0:58 min watch
As the market adjusts for higher for longer, what does divergence among the G7 mean for bond investors? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor about the opportunities this creates as we return to the “old normal”.
A hawkish pause and renewed economic projections have woken the market up to higher for longer. Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor on what this means for bond investors.
In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US.
Everyone should benefit from the difference that the best boutiques can bring. At Nedgroup Investments, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform. We foster multi-decade relationships to enable managers and teams to flourish over the long term, offering our clients more choice, better access and deeper alignment with their investments.
This year marks the 10-year anniversary of First Pacific Advisors (FPA) managing our Nedgroup Investments Global Flexible Fund. To celebrate, we are highlighting some key milestones of the fund and some notable comments from co-portfolio Manager, Steven Romick, who has over 30 years of investment experience.
10-year US Treasury yields recently hit a 16-year high, support is building for a soft landing and disinflation is underway. But that doesn't necessarily translate to immediate rate cuts. In our next episode of #NedTalks Europe, Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, about how these moving parts could still mean higher interest rates for longer.
After decades of deeply entrenched deflation, inflation has comeback in Japan. But as the 3rd largest central bank, the Bank of Japan’s actions aren’t just relevant to Japanese government bonds, they also impact global yields. In our next episode of #NedTalks Europe, Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, on how these dynamics are shaping bond markets.
In this episode we welcome back the Head of Nedgroup Investments – Nic Andrew to chat to us about his recent presentation at our annual Global Summit in London, where he shared intriguing insights on investment trends from the past two decades and their implications for the future.
14 consecutive rate hikes, stubbornly high inflation and meagre economic growth all suggest policy makers have a tough job ahead of them and we could be living with higher rates for longer. In our first episode of #NedTalks, Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, on how these dynamics are shaping bond markets.
The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation and why he thinks the labour market forces are likely to continue to exasperate the inflation problem
Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe.
Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India.
Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what he thinks is in store for fixedincome investing.
Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund Manager of the Nedgroup Investments Global Property Fund to discuss the opportunity set in global listed property and his views on the outlook for the sector.
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into the power of centuries-old brands.
As investors face rising economic and geopolitical risks, where might pockets of opportunity arise? Brian Selmo joins us on this edition of the Global Perspective to share his views on how the Contrarian Value team at FPA are navigating turbulent market conditions, seeking opportunities to lean into market weakness while at the same time, avoiding a permanent impairment of capital.
What makes a great fund manager? Trevor Garvin, Head of Multi-management, answers this question in the latest episode of our podcast hosted by Responsible Investment Analyst, Lulama Robertson.
Head of Investments, Robin Johnson, joins Responsible Investment Analyst, Lulama Robertson, to unpack what the boutique advantage is and why we at Nedgroup Investments favour boutique.
Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We elaborate on Covid winners that have flopped in recent times, how the investing environment has transformed with higher interest rates, why innovative companies with strong cash generation, in-demand products, pricing power and recurring revenues are ideal investments, and why Meta’s stock price has doubled this year.
In our latest podcast episode our MD, Nic Andrew, sits down with Responsible Investment Analyst, – Lulama Robertson, to discuss why stewardship is core to our business at Nedgroup Investments.
Michael Mortimore, Principal at NS Partners Ltd, Sub-Investment Managers of the Nedgroup Investments Global Emerging Markets Equity Fund, briefly shares their perspective on the current state and outlook for Emerging Markets.
In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.
In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.
In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.
In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.
In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.
2022 was not a good year for stock markets in general, and the Tech sector in particular. Rising inflation, bond yields and discount rates were not very kind to companies who derive a large proportion of their value from cashflows far out into the future. Will the New Year usher in improved prospects for these hard-hit businesses or will it be more of the same? Perhaps they will be saved by innovation and changing sentiment – either of which could catalyse rapid industry change
Nedgroup Investments believes that Responsible Investing should be a collaborative effort by the whole asset management industry. David Levinson, Head of Responsible Investing at Nedgroup Investments talks about how Nedgroup Investments partners with Nedbank and other stakeholders to promote the practical application of responsible ESG measures in asset management.
In this episode we welcome Tracy Jensen - investment analyst at Nedgroup Investments to talk about some ground-breaking research into Sequence of Returns Risk that she conducted. Tracy has spent months looking into this and has debunked the idea that Sequence of Returns Risk is the most important risk for retirees to mitigate. Instead, she says, its overall returns that matter and that involved staying the course when it comes to staying invested in the long-term.
Daniel McDonagh, Pyrford International
Robert Promisel, Resolution Capital
Ben Fitchew, Ardevora Asset Management
Steven Romick, First Pacific Advisors (FPA)
Andrew Headley, Veritas Asset Management
Brian Coffey, NS Partners
We welcome back Rob Johnson, Head of Investments at Nedgroup Investments back on the podcast – this time to talk to us about some of the implications of the increased global investment allowances and why global bonds might be an attractive option for investors in the current environment.
In part 1 of the Global Perspectives we sit down with Tim Bray from NS Partners to hear his insights on the current State of Emerging Markets.
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As markets wrestle with rising inflation and, in many regions, rising interest rates, where do opportunities lie and what areas are best positioned for the current global environment? Join Nedgroup Investments in conversation with Brian Selmo, co-portfolio manager of the Nedgroup Investments Global Flexible Fund at FPA, for a discussion on how FPA is finding pockets of opportunity amidst global economic and geopolitical uncertainties.
In this edition of the Global Perspective, we sit down with Ben Fitchew of Ardevora Asset Management, and co-portfolio manager of the Nedgroup Investments Global Behavioural Fund. As we reach the third anniversary of our partnership, we will discuss what has been an eventful thirty-six months, from Covid-19 to stagflation fears and Russia’s invasion of Ukraine all having a profound impact on markets. With an investment philosophy grounded in cognitive psychology and the study of bias, Ben takes on the current state of global markets and the behaviour we are seeing from two key actors in the system - investors and equity analysts.
Our team of dedicated investment specialists draw on their experience to navigate the fund manager selection process by locating and partnering with best in class boutique investment managers around the world.
Andrew Headley from Veritas Asset Management shares the performance of the Nedgroup Investments Global Equity Fund.
Ben Fitchew from Ardevora Asset Management answers questions on dealing with new sources of anxiety.
Steve Romick from First Pacific Advisors tells us how their fund is positioned to be resilient to the continuous changes in the economy.
Tony Cousins from Pyrford International explains why it is important to trust your process during market turbulence.
Ian Beattie from NS partners gives a summary of the last quarter and takes us through forward looking forecasts.
Andrew Parsons from Resolution Capital takes us through the performance of the global real estate.
Vladimir Putin's decision to invade Ukraine has upended assumptions about the sanctity of borders and thrown the world into a whole new situation. The associated disruption to energy and commodity markets will also intensify the inflation squeeze on real money and incomes, further damaging short-term global economic prospects. Gain insights from the Nedgroup Investments Global Best of Breed fund managers as they unpack these developments and likely outcomes for markets and investments.
This is the first of a series of presentations which aims to 'Ask the right questions' about investing and the role passive plays in achieving better outcomes for investors and society. To date the focus has been on finding the optimal split between passive and active. However, these 'quantitative' approaches rarely look at the causes behind the shift to passive strategies and their broader implications. In this presentation we unpack the drivers behind the shift from traditional active - to passive and the resulting long term implications for the industry and society - for example, on price discovery and liquidity.
Madoda Khumalo, Strategic Services Director, Sea Harvest Group Ltd about sustainability of fishing and the health of our oceans.
Camila Budden, Chairperson, Protect the West Coast shares her insights on fighting to protect our pristine coastlines.
Host David Levinson, Head of Responsible Investment, Nedgroup Investments shares an introduction to biodiversity in the opening of our Responsible Investment Summit
Oliver Withers, Biodiversity Lead, Credit Suisse International shares his insights on the complexities of investing in biodiversity
In this segment of the Responsible Investment Summit we are joined by Tracy Wessels, Group Head Investor Relations and Sustainability, Sappi Ltd on how forestry can safeguard and restore biodiversity
Julian Campbell-Wood, Resolution Capital, manager of the Nedgroup Investments Global Property Fund
Andrew Headley, Veritas Asset Management, manager of the Nedgroup Investments Global Equity Fund
Tony Cousins, Pyrford International, manager of the Nedgroup Investments Global Cautious Fund
Jeremy Lang, Ardevora Asset Management, manager of the Nedgroup Investments Global Behavioural Fund
Brian Coffey, NS Partners, manager of the Nedgroup Investments Global Emerging Market Equity Fund
Steven Romick, First Pacific Advisers (FPA), manager of the Nedgroup Investments Global Flexible Fund
It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index. Can this trend continue over the next 15 years?
During this 15-min discussion, Ian Beattie and Anil Jugmohan tackle what “common prosperity” really means for investors, whether China should even be considered investable at this point and are VIE’s dangerous, and the implications for companies such as Tencent, Alibaba and others.
Our behavioural scientist, Amy Jansen, will introduce the concept and cover how Noise influences investment decision making and why rules-based investment strategies such as the Nedgroup Investments Core range follow the ultimate Noise-reduction strategy.
The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.
Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners.
Andrew Headley, Head of Global, Veritas Asset Management
Andrew Parsons, Chief Investment Officer, Resolution Capital
Steven Romick, Founding Partner, FPA
Dhaval Joshi, Chief Strategist, BCA Research
Andrew Tarver, Founder, Jigsaw
Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.
David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments
Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.
Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments
Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights
Tony Cousins, Chief Investment Officer, Pyrford International on inflation
The Nedgroup Investments Core Guarded Fund has the best chance of success in the Multi-Asset Low Equity category. Funds in this category are typically suited to investment periods of about 3 years because they have smaller ups and downs compared to traditional balanced funds used for pension savings. The Nedgroup Investments Core Guarded Fund has lower overall costs and fees, which means you don’t need to look for additional returns just to overcome the fee hurdle.
Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund. Steven provides an update on the Fund, the contributors to performance and the composition of the portfolio and what they’re thinking going forward.
Ian Beattie, a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update on the Fund’s performance and some key themes relating to manufacturing and Chinese policy.
Tony Cousins is the CEO of Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an update on the Fund and its performance over Q2 as well the importance of keeping your powder dry.
Mike Moore is a Portfolio Manager at Veritas Asset Management, the managers of the Nedgroup Investments Global Equity Fund. Mike provides an update on the Fund’s performance over Q2 and provides some insights on the impact on equity investing given the large amounts of stimulus.
Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Marco discusses the performance of REITS and provides an overview of the Fund’s performance and positioning.
Jeremy Lang is a Portfolio Manager at Ardevora Asset Managers, the managers of the Nedgroup Investments Behavioural Fund. In a Q&A with David Levinson, Jeremy shares their unique approach to investing and provides an overview of the Fund’s recent performance.
Steve Romick and Brian Selmo, co-portfolios managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the fund in a continually changing landscape and what it means to be a contrarian value investor in today’s fast-paced environment.
Professor Paul Dolan, head of Behavioural Sciences at the London School of Economics explores how science can help us to get the most happiness from our investments and not just the most money.
William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.
Marco Colantonio from Resolution Capital, Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of the fund’s performance in 2020 and where he sees value in the market in 2021.
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, shares how their strategy unfolded in 2020, where he sees markets going in 2021 and how the Fund is positioned.
Jeremy Lang of Ardevora Asset Management, Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, shares the team’s unique investment approach, how the fund performed in 2020 and whether vaccines mean a V-shaped recovery.
Andrew Headley of Veritas Asset Management, Portfolio Manager of the Nedgroup Investments Global Equity Fund, provides an overview of the fund’s performance for the last quarter and what we can expect from the markets going forward.
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, has been investing in emerging markets for 25 years and will address ‘emerging markets – we’ve just begun’.
Steven Romick from First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, shares how the fund fared in what he terms an exceptionally unexceptional year, the challenges facing value managers and how this will impact the fund’s positioning and ability to deliver on its objectives through a full market cycle.
Thanos Papasavvas, founder & CIO of ABP Invest and regular Bloomberg TV guest, shares his views on the global impact of the US Presidential Election; the new multipolar world forged by the US, EU & Russia, China; the socio-political impact of Covid-19 on economies and finances; the short, medium and long term outlook for economies and markets, and finally; questions around the sustainability of the global equity market rally and the status of the US dollar’s global reserve.
Jeremy Lang of Ardevora Asset Management, and Portfolio Manager of the Nedgroup Investments Global Diversified Equity Fund, provides an overview of the Fund’s performance for the last quarter and their unusual investment approach.
Tony Cousins, CEO of Pyrford International and Portfolio Manager of the Nedgroup Investments Global Cautious Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward.
Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence, sharpen your online networking skills and build your business through this channel.
Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward
Ian Beattie of NS Partners, Fund Manager of the Nedgroup Investments Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward.
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on the global REIT market and what’s been driving the performance of the Fund over the last quarter.
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an update of the Fund over the last quarter.
We talk to Daniel McDonagh from Pyrford International, manager of the Nedgroup Investments Global Cautious Fund about a slowdown and disruption in certain sectors in Europe, as well as what future trade agreements may look like following Brexit.
In an economic and political landscape where change has been the norm, Andrew Headley, Chief Investment Officer at Veritas Asset Management, Manager of the Nedgroup Investments Global Equity Fund, describes how Veritas has had to adapt on how they manage money.
In this Nedgroup Investments podcast, we talk to Paul Simons, Fund Manager of the Nedgroup Investments Global Cautious Fund, about where Pyrford is seeing value at the moment, the impact of the trade wards on China and why they like fixed-income investments in the portfolio.
While everyone else seems to be wary of US Healthcare stocks, we chat to Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity Fund, about why Veritas Asset Management is investing in the category. Find out why he thinks there is long-term value in the investment.
How is the unrest in Hong Kong likely to affect international property investments? We talk to Andrew Parsons, Fund Manager of the Nedgroup Investments Global Property Fund to find out.
Fund Manager Andrew Headley delves into why Veritas Asset Management sees long-term value in global consumer staples – currently one of the biggest categories in the Nedgroup Investments Global Equity Fund.
Tim Bray provides an update on where they are seeing value in Emerging Market investments as we head into 2020.
Steven Romick and Brian Selmo discuss the challenges facing asset managers in a low-yield environment and how the fund is positioned to deliver on its long-term objectives.
Sub-investment manager, Steven Romick provides an update on the Nedgroup Investments Global Flexible Fund and FPA.
The latest interview with George Cipolloni, Sub-Investment Manager of the Nedgroup Investments Global Cautious Fund.
In this video, portfolio manager of the Nedgroup Investments Global Cautious Fund, Anthony Cousins, provides an in-depth analysis of the fund’s performance over the past quarter.
| 20m min watch
The era of cheap money is over as persistently high inflation has led Central Banks around the world to adopt a more hawkish policy stance. Rising interest rates, changing yield curves and volatile markets create a testing environment for investors, irrespective of the asset class. Tony Cousins, portfolio manager of the Nedgroup Investments Global Cautious Fund, talks through how Pyrford International are contemplating these changing market dynamics.
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