Nedgroup Investments Nedgroup Investments Insights

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
320 – 340

Investment Insights - Eskom’s strategy to keep the lights on

A reliable and cost-effective electricity supply is a critical success factor for the performance of the South African economy. Lack of a reliable electricity supply was probably the key factor behind the poor mining and manufacturing performance in Q1 2020, placing us firmly in a recession and contributing to the…
28 Aug 2020 1 hr 04 min

A Nedgroup Investments Take5 webinar with Maya Fisher-French

The first in a series of Nedgroup Investments webinar events, independent financial commentator, Maya Fisher-French, shared her views on how best to make use of the tax-saving opportunities that are available to all South Africans. In uncertain times being tax smart and investing optimally can go a long way to…
10 Aug 2020 56 min

Investment Insights - Finding value in the South African equity markets

Murray Winkler and Dwayne Dippenaar of Laurium Capital, one of the largest independent investment boutique managers in South Africa with a core focus on South African equity markets, share their insights into the South African equity market and where they see value for investors.
31 Jul 2020 40 min

Investment Insights - Global Property Fund Quarterly Feedback

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.
17 Jul 2020 40 min

Investment Insights - Core Fund Range Quarterly Feedback

Jannie Leach, head of the Nedgroup Investments Core business since inception, gives us an update on the business and rules-based industry and how Nedgroup Investments has done relative to its peers, an economic and market overview highlighting where the Core range returns have been derived and the Funds’ performance and…
15 Jul 2020 25 min

Investment Insights - Opportunity Fund Quarterly Feedback

Omri Thomas of Abax Investments, the managers of the Nedgroup Investments Opportunity Fund, provides an overview of the Fund’s performance for the last quarter, their view on current markets and how the Fund is positioned for them. 
13 Jul 2020 35 min

Investment Insights - Stable Fund Quarterly Feedback

William Fraser of Foord Asset Management, who have managed the Nedgroup Investments Stable Fund since inception, provides an overview of the Fund’s performance and how the portfolio is positioned.
9 Jul 2020 40 min

Investment Insights - Property Fund Quarterly Feedback

Ian Anderson, the CIO at Bridge Fund Managers who manage Nedgroup Investments Property Fund, provides an overview of the Fund’s performance as well as some insights into the future of the real estate sector post COVID-19.
9 Jul 2020 37 min
320 – 340