Nedgroup Investments Local Quarterly Briefing

Loading player...
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 information on our funds, visit www.nedgroupinvestments.co.za
In this episode:
1:08 - Dave Foord: Stable fund – Outlook for the year ahead
2:45 - Rashaad Tayob : Flexible Income
5:19 - Omri Thomas : Opportunity Fund - seeking opportunities
7:00 - Ian Anderson : Property- Insights on listed property
8:02 - Steven Minnar : Rainmaker Fund - Is local lekker
10:08 - Iain Powder: Balanced Fund – Taking Stock
12:27 - Nick Balkin: Stable Fund - There is no hiding from SA’s deteriorating fiscal position
5 Feb 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