Disruption and evolution in the SA listed property sector

Loading player...
Since the end of 2017, South Africa’s listed property sector has experienced extreme levels of income and capital volatility. 2020 was no exception, but although some uncertainty remains, the sector does appear to be through the worst of it.
Join this conversation with Ian Anderson, portfolio manager of the Nedgroup Investments Property Fund, as we discuss how the pandemic has accelerated disruption in real estate, how the SA listed property sector has been impacted and what it means for the medium-term. Ian will also review the performance of the Fund and how it is positioned to take advantage of this evolution
12 May 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: When political promises meet bond-market reality.

In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important…
6 Oct 7 min

Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the…
2 Oct 10 min

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…
8 Sep 7 min