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Nedgroup Investments Insights

The Nedgroup Investments Insights 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. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you’re an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding.

Weekly English South Africa Investing · Business News

397 Episodes

300 – 320

The Millennial Generation: The drivers of equity returns over the next decade

Richard Wiseman, Senior client portfolio manager for the Goldman Sachs Global Millennial Equity Fund describes why millennials are likely to be the biggest drivers of equity returns in the future.

4 Dec 2020 14 min

How Bootlegger Company survived lockdown

We hear from the founder of Bootlegger Coffee company as he describes how lockdown affected the much-loved coffee brand and how he and his team dealt with the lockdown crisis.

4 Dec 2020 16 min

The things SA needs to get right in 2021

Nicky Weimar, Chief Economist at Nedbank defines the crucial economic, political and market factors that must be priority for 2021 if South Africa has any hope of improving the economic outlook of the country.

3 Dec 2020 20 min

Nedgroup Investments MultiManager Insights – a Beast of a year

Trevor Garvin, Head of MultiManager describes the key events that defined 2020 and touches on what we can expect from 2021.

3 Dec 2020 5 min

The balanced perspective with Iain Power

The Balance Perspective is a 15-minute long webinar with the Fund Manager of the Nedgroup Investments Balanced Fund, Iain Power as we discuss the most topical issues of the day.

1 Dec 2020 14 min

Effects of geopolitics and pandemic developments on the global economy and financial markets

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…

11 Nov 2020 57 min

Mid-Term Budget Speech commentary with Nicky Weimar

The Minister of Finance and his team are facing enormous challenges. From funding unplanned COVID-19 spend to an ambitious growth plan, while balancing the country’s finances with significantly reduced tax collection. It is no surprise that there is a lot of nervous tension surrounding the 2020 Mid-Term Budget Speech.

30 Oct 2020 1 hr 05 min

Jeremy Lang, Fund Manager of the Nedgroup Investments Global Diversified Equity Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

23 Oct 2020 29 min

Tony Cousins, Fund Manager of the Nedgroup Investments Global Cautious Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

22 Oct 2020 29 min

Brian Selmo, Fund Manager of the Nedgroup Investments Global Flexible Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

21 Oct 2020 27 min

Andrew Headley, Fund Manager of the Nedgroup Investments Global Equity Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

20 Oct 2020 35 min

Ian Beattie, Fund Manager of the Nedgroup Investments Global Emerging Markets Equity Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

19 Oct 2020 36 min

Anthony Sedgwick, Fund Manager of the Nedgroup Investments Rainmaker Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

16 Oct 2020 32 min

Saul Miller & Iain Power, Fund Managers of the Nedgroup Investments Balanced Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

15 Oct 2020 39 min

Quarterly fund update: Nedgroup Investments Opportunity Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

14 Oct 2020 32 min

Quarterly fund update: Nedgroup Investments Stable Fund

An update from the fund manager providing insight into the past quarter’s performance, attribution, portfolio positioning as well as sharing forward-looking prospects for the fund.

13 Oct 2020 37 min

Nedgroup Investments Flexible Income Fund quarterly feedback (Q3 2020)

Rashaad Tayob of Abax Investments, Fund Manager of the Nedgroup Investments Flexible Income Fund provides an overview of the Fund’s performance for the last quarter and positioning going forward

13 Oct 2020 28 min

Investment Insights @ Take 5 - Maya Fisher-French: Retirement planning in the time of Covid – How to navigate a smoother retirement

Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise therefore that there are a lot of decisions to be made with regards these savings as we draw near to retirement – decisions which have long-lasting impacts.

7 Sep 2020 1 hour

Investment Insights - Multi-Manager Insights – pausing to re-evaluate

Nedgroup Investments Multi-Manager, in their second Covid-19 webinar, asks the tough question on what our government needs to deliver before year-end and look aheads at the prospects for SA’s retailers and banks. One of the world’s leading global fund managers discusses whether the FAANGs are a bubble waiting to burst…

7 Sep 2020 1 hr 23 min

Investment Insights - In conversation with Dave Foord

Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades chats about the events that have unfolded over the last nine months and what experiences have helped him to navigate the current situation.

2 Sep 2020 51 min

300 – 320