NEWS
Our views on the latest industry developments, including insights on how these may affect your investments.
Meet our Portfolio Managers
Let's get real about bonds
We are thrilled to invite you to an exclusive celebration of the 1-year anniversary of the Nedgroup Investments Global Strategic Bond Fund at two venues in Zurich and Geneva on 29 and 30 January.
Warum globale Anleihen angesichts sinkender Zi
Mit dem Beginn des Zinsrückgangs verändert sich die Landschaft für Anleiheinvestoren dramatisch. Inhaber inländischer Anleihen, insbesond...
Is the US uninvestable?
Amidst political and economic uncertainties, co-portfolio manager of our Global Strategic Bond discusses the potential risks of US Treasu...
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...
The Success Story of the FPA Contrarian Val...
Insight from Steven Romick, Sub-investment advisor of the Nedgroup ...
Investment Lessons from Three Decades of Ex...
Steven Romick, Sub-investments Manager of the Nedgroup Investments Global Flexible Fund reflects on 10 years of managing the fund
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
Nedgroup Investments onboards David Roberts...
The move will create a greater alpha opportunity set, providing access to highly rated active managers that Nedgroup Investments believes...
Navigating booms and busts in China
Given the wide dispersion of country returns in emerging market equities each year, we know that outperformance hinges on finding the rig...
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Stewardship and the Berkshire Hathaway example
Stewardship has always been something we obsess about at Nedgroup Investments and is one of the three pillars that we base our strategy on
Nedgroup Investments delivering on expansio...
Nedgroup Investments is pleased to announce the appointment of Apir...
The next ‘Next Big Thing’ is here - and wha...
Every now and then, a technology arrives that immediately catches your attention and stretches your mind around its potential implication...
China, India and LATAM, a combination of re...
NS Partners, Sub-investment managers of the Nedgroup Investments Global Emerging Markets Equity Fund, says that while they are positive o...
Time to read: 3 min
We don't want managers with fad funds,' say...
The head of an asset manager that selects other investors to manage its products says the best active managers only manage a few investme...
Market shocks and geo-politics impacting th...
At the midpoint in the lifetime of the United Nations Sustainable Development Goals, the release of the annual Nedgroup Investments Respo...
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...
Global REITs presenting investment opportun...
Headwinds abound. With the effects of global geo-politics and risin...
South African based asset manager makes glo...
Nedgroup Investments International announces Tom Caddick as new Managing Director
Is Eastern Europe really uninvestable?
As the ongoing war between Ukraine and Russia and the power crunch in Europe exacerbate the impact of declining liquidity globally, inves...
Time to read: 3 min
The secret about sequence of returns
New research conducted by Nedgroup Investments has debunked the idea of sequencing of return risk, and traditional methods to mitigate it.
Navigating the behavioural complexities of ...
Responsible Investing (RI) is growing and approaching maturity, and complexities around how it is perceived, interpreted and communicated...
Why FPA doesn’t try to predict where inflat...
There will always be uncertainty when it comes to predicting the course of rates, inflation and the various economic and political knock-...
Then and now: 5 trends affecting asset mana...
Nic Andrew, Executive Head of Nedgroup Investments spoke to clients...
Russia country profile
With Russia’s invasion of Ukraine by land, sea and air resulting in the biggest attack on a European state since WWII, sanctions against ...
Nedgroup Investments Global Cautious Fund -...
As global central banks begin to scale back monetary stimulus, which has been the main catalyst driving equity market valuations, this no...
Time to read: 1 min
Review and Outlook of Liquidity Trends
Global monetary indicators have weakened further over the last three months and are signaling a slowdown in economic momentum during H1 2...
Life sciences sector: resilient return prof...
The Covid pandemic had a massive effect on the global commercial real estate market
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...
Hot commodities – what’s the outlook for ‘d...
While the world has undoubtedly pivoted towards embracing renewable...
Lesson #3 – Don’t be a fool
Charlie Munger, the legendary 97-year-old investor and billionaire partner to Warren Buffett is renowned for his multi-disciplinary intel...
Price matters – even if you have the best b...
You can buy the best business in the world and still pay too much for it.
Time to read: 4 min
Don’t ignore global REITs as an effective i...
As concerns around global inflation grow, there is a common belief that property investments will suffer in this environment, especially ...
What happens when you print money?
Money printing has been around for some time – since the GFC – but what we have seen is a massive acceleration since the Covid pandemic.
How we find the top investment managers in ...
Identifying good, independent managers has been central to our success over the past two decades.
Habit: the key to helping clients make bett...
Contrary to popular opinion, willpower is not enough to establish a...
The Silk Road – a bumpy ride ahead?
A look at the potential impact of recent announcements from the Chinese Government on Chinese investments
Global Emerging Markets Equity Fund comment...
Comments on China Education Group
Time to read: 5 min
Uncomfortably comfortable
Steven Romick is a Portfolio Manager at First Pacific Advisors, the managers of the Nedgroup Investments Global Flexible Fund, provides a...
REITerating Fundamentals
Marco Colantonio is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund discusses t...
Why talking about ‘Value versus Growth’ is ...
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 p...
Nedgroup Investments behavioural survey
Nedgroup Investments has released the findings from its Nedgroup In...
Why diversity does not always result in inc...
Fadzi Whande, a Diversity and Inclusion strategist for the United Nations, shares her insights into why diversity does not always result ...
Top 30 under Thirty
Wealth Manager's Top 30 under Thirty is now in its eleventh year and showcases a selection of the best young talent in the wealth industry.
Time to read: 1 min
Global Emerging Markets Fund Quarterly Feed...
Ian Beattie is a Portfolio Manager at NS Partners, the managers of the Nedgroup Investments Global Emerging Markets Fund. Ian provides an...
Global Flexible Fund Quarterly Feedback – B...
Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian ...
Global Cautious Fund Quarterly Feedback – R...
Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an...
Post-Covid portfolios need global REITs
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, ...
Adapting to the continually evolving landscape
Steve Romick and Brian Selmo, co-portfolio managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the Fund in ...
Change the environment not the person - inv...
When it comes to influencing investor behaviour, it’s more important to change the way in which the investor is receiving information tha...
Time to read: 3 min
Using behavioural insights to empower bette...
Professor Greg Davies, a globally recognised expert in applied decision science, behavioural finance and financial wellbeing explores the...
Inside the mind of a behavioural investor
William Pattisson is the co-founder of Ardevora Asset Management looks to leverage the errors of judgement made by global equity market p...
REITS: Vaccines, Recovery & Value
Marco Colantonio from Resolution Capital, the Portfolio Manager of the Nedgroup Investments Global Property Fund, provides an overview of...
Effects of geopolitics and pandemic develop...
Thanos Papasavvas is the Founder and CIO of ABP Invest. ABP Invest ...
Reasons to invest in global real estate
Andrew Parsons, the CIO of Resolution Capital, discusses some of the fundamental concepts to consider when investing in global real estate.
People buy people, but will they buy you?
Philip Calvert, inspirational LinkedIn and marketing guru, believes there is no time like the present to strengthen your online presence,...
Time to read: 8 min
Choosing a fund manager
Our fund managers are selected and assessed by means of our Best of Breed™ investment approach - an intensive and rigorous process that e...
Global Emerging Markets Equity Fund quarter...
Ian Beattie of NS Partners, Fund Manager of the Global Emerging Markets Equity Fund, provides an overview of the Fund’s performance for t...
Two new property fund share classes launched
Due to increasing investor demand Nedgroup Investments, who run an independent multi-boutique asset manager business model, have increase...
Emerging Markets Fund outperforms amidst gl...
Portfolio manager Ian Beattie explains his outlook for the rest of ...
Global Emerging Markets Equity Fund Feedback
Ian Beattie, Co-CIO at NS Partners, the portfolio managers for the Nedgroup Investments Global Emerging Markets Equity Fund, provides an ...
Global Property Fund Quarterly Feedback
Marco Colantonio from Resolution Capital, the portfolio managers for the Nedgroup Investments Global Property Fund, provides his views on...
Time to read: 6 min
Global Flexible Fund Quarterly Feedback
Steven Romick from FPA (First Pacific Advisors), portfolio managers for the Nedgroup Investments Global Flexible Fund, provides an update...
The winners in emerging markets
Ian Beattie from NS Partners, Portfolio Manager of the Nedgroup Investments Global Emerging Markets Equity Fund reflects on how emerging ...
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Business continuity and Covid-19
The Coronavirus (Covid-19) outbreak has reached pandemic levels and...
Offshore Manager of the Year for 5th year
Nedgroup Investments was named Offshore Management Company of the Year at the annual Raging Bull Awards in Cape Town.
Preparing for the next storm
Steven Romick discusses his mounting concern regarding risks in sovereign and corporate bonds - which, should the result be a debt crisis...
Time to read: 10 min
Offshore Manager of the Year
Nedgroup Investments was named the Offshore Management Company of t...
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