Nedgroup Investments Insights

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.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

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 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. For more on Nedgroup Investments visit: nedgroupinvestments.com

In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China. We conclude with a market outlook from a multi-asset portfolio manager.

For more on Nedgroup Investments visit: nedgroupinvestments.com

In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the influence rugby has played in shaping the history of South Africa.  He draws comparison to some crucial themes in the asset management industry and the characteristics required to deliver consistently for clients over the long term. Finally, he shares his views on the most important trends to watch in 2024.

For more on Nedgroup Investments visit: nedgroupinvestments.com

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 “The rand falls on Powell’s hawkish cues, while the dollar stands tall.”

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 “Bok victory brings joy amidst Middle East crises.”

The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in the retirement industry.

For more on Nedgroup Investments, visit: nedgroupinvestments.com

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 “Middle east crisis will have global ramifications.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus.

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 “Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.

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.  Herewith follows the transcript. 

This week’s instalment is titled “Central banks, inflation and rate announcement – a big week ahead.”

In this episode we chat with Erica Cheetham and Rob Grave, co founders of AfriClimate, which is an organisation spearheading conservation and climate finance on the continent. They share their journey up to now, the opportunities available to investors, and their belief that conservation finance can deliver returns while contributing positively to the biodiversity crisis.

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 “National Treasury warns of impending debt crisis.”

For more on Nedgroup Investments visit: nedgroupinvestments.co.za

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 “SA looks to strengthen strategic ties, BRIC by BRIC.”.

For more on Nedgroup Investments visit: nedgroupinvestments.com

In this episode we are joined by Senior Legal Advisor, Denver Keswell to discuss the recent update to the draft proposal of the two-pot system.

For on Nedgroup Investments visit: nedgroupinvestments.com

In this episode, we dive into key market insights and trends from the second quarter. A comprehensive recap sets the stage, followed by an in-depth exploration of inflation and interest rate projections. Discover two valuable assets offering protection amidst inflation and economic unpredictability. China takes the spotlight as we unveil emerging opportunities, while the escalating momentum of BRICS takes center stage, prompting us to consider its influence on the global currency landscape. Wrapping up, we provide a panoramic outlook for the remainder of the year.

Stay informed and ahead of the curve as we navigate these dynamic economic waters together.

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. For more on Nedgroup Investments visit: nedgroupinvestments.com

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 “Iranian President attending BRICS summit causes Anti-West stir.”

For more on Nedgroup Investments visir: nedgroupinvestments.com

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.

To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com

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.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed raise rates as SA avoids BRICS crisis?”

For more on Nedgroup Investments visit: nedgroupinvestements.com

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.

For more on Nedgroup Investments, visit: nedgroupinvestments.com

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 instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions."

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.

For more about Nedgroup Investments, visit: nedgroupinvestments.com

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 “Global markets once again rattled by inflation and growth concern”.

For more on Nedgroup Investments visit: nedgroupinvestments.com

The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods.   Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be willing to accept some short term volatility in order to achieve this.

For more on Nedgroup Investments, visit: nedgroupinvestments.com

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.

For more on Nedgroup Investments visit: nedgroupinvestments.com 

In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc. amidst volatile currency moves.

For more on Nedgroup Investments visit: nedgroupinvestments.com

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.  Herewith follows the transcript.  This week’s instalment is titled “Will the Fed hit the pause button?”

For more on Nedgroup Investments visit: nedgroupinvestments.com

Antony Burgess, Managing Partner at Veritas Asset Management joins us for part 2 of the key global investment themes discussion. In this episode we delve into how Meta and Amazon can win from the ChatGPT craze, what is a “hallucination”, how specialised contact lenses correct myopia in children, making money from travel reverting to normalised levels and how infrastructure serving the auto industry is evolving with increased EV adoption.

For more on Nedgroup Investments, visit: nedgroupinvestments.com

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. 

Nedgroup Investments Multi-Manager brings you a bi-weekly series focused on providing a market and economic wrap of current local and global news flow.  This week’s instalment is titled “SARB’s aggressive 50 basis point hike, still sees the rand tumble to fresh lows.”.

For more information about Nedgroup Investments visit: nedgroupinvestments.com

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.  Herewith follows the transcript.  This week’s instalment is titled “Russian arms debacle plunges Rand”.

For more on Nedgroup Investments visit: nedgroupinvestments.com

We continue the conversation with Dwayne Dippenaar, co-portfolio manager of the Nedgroup Investments SA Equity Fund, as the power crises rages on. Dwayne provides us with an on-the-ground update on the local investing landscape and how the team at Laurium Capital are navigating through this tough period.

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our global Best of Breed managers brought to you in one compact episode.

To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode.

To hear the full fund manager report backs or for more on our funds, visit or webite: nedgroupinvestments.com

In this fast-paced episode with Michael Mortimore from NS Partners, we discuss the evolution of globalisation, developmental risks in China, India and Brazil, alien semiconductor technology, million-mile electric vehicle batteries and more.

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.  Herewith follows the transcript.  This week’s instalment is titled “Markets on tenterhooks as investors brace themselves for the latest US Fed policy announcement”.

In this episode we chat with Candice Stevens of the Sustainable Finance Coalition, covering global frameworks and targets, to the opportunities that present themselves as the world looks to bend the curve on biodiversity loss.

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 “A short respite from global market nervousness”

With local economic sentiment continuing to deteriorate against the backdrop of the worst loadshedding on record, and hampered by crumbling infrastructure and slow economic reform, many investors might question the case for local equities. In this episode of Top 10 in 10, we discuss the perception versus the reality of SA equities with Dwayne Dippenaar of Laurium Capital.

We welcome back Denver Keswell -Senior Legal Advisor at Nedgroup Investments, to share further commentary on the 2023 Budget Speech. This time he shares an update on the Two Pot Retirement System: How it will work, and what it means for savings in SA.