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

379 Episodes

240 – 260

Anthony Sedgwick - “Is there still any value in the market?”

Anthony Sedgwick is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Rainmaker and Entrepreneur Funds. Anthony discusses whether there is still value in the market.

23 Apr 2021 21 min

Saul Miller - “Why US Inflation Matters”

Saul Miller is a Portfolio Manager at Truffle Asset Management, the managers of the Nedgroup Investments Balanced Fund. Saul discusses the Fund’s performance, its positioning going forward and why US inflation matters.

23 Apr 2021 18 min

Omri Thomas - “Are we there yet?”

Omri Thomas is a Portfolio Manager at Abax Investments, the managers of the Nedgroup Investments Opportunity Fund. Omri discusses the Fund’s performance, its positioning going forward and why there are still opportunities in the market.

22 Apr 2021 18 min

Nick Balkin - “Stability through divergent inflation scenarios”

Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to…

22 Apr 2021 19 min

Sharika Salie - “Cash management during a pandemic”

Sharika Salie is a Portfolio Manager at Taquanta Asset Management, the managers of the Nedgroup Investments Core Income Fund. The Fund is a low-risk fund for investors with a very low risk tolerance who can’t sustain a drawdown in their fund over 1-3 months. Sharika discusses how she managed and…

21 Apr 2021 18 min

Philip Liebenberg - “How to enhance low cash yields”

Philip Liebenberg is a portfolio Manager at Abax Investments, the manager of the Nedgroup Investments Flexible Income Fund. Philip takes us through some of his strategies to manage the risks in the markets and how the Fund is positioned to outperform cash.

21 Apr 2021 16 min

The Nedgroup Investments Global Flexible Fund: Adapting to the continually evolving landscape

Steve Romick and Brian Selmo, co-portfolios managers of the Nedgroup Investments Global Flexible Fund discuss how FPA manages the fund in a continually changing landscape and what it means to be a contrarian value investor in today’s fast-paced environment.

16 Apr 2021 32 min

International investing in 3 easy steps

Tracy Jensen, Investment Strategist at Nedgroup Investments discusses what to consider when planning to invest internationally, and practical steps you can follow to take your money offshore.

9 Apr 2021 37 min

The Balanced Perspective: The single biggest influencer of global asset class returns in 2021?

Iain Power, Portfolio Manager of the Nedgroup Investments Balanced Fund discusses the interdependent world of global markets, and how this has ramifications not just for US assets but for emerging markets and their currencies, as well.

7 Apr 2021 13 min

Trudi Makhaya, Economic Adviser to the President

Trudi Makhaya provides an update on the status of the government’s implementation plans to tackle the economy in a post-COVID world.

6 Apr 2021 24 min

William Pattisson, Ardevora Asset Management - Inside the mind of a behavioural investor.

William Pattisson, co-founder and portfolio manager at Ardevora Asset Management explores the how business leaders, investment analysts, and investors employ human biases when it comes to investing.

31 Mar 2021 34 min

Professor Greg Davies, Oxford Risk - South Africa’s Investing Personalities

Professor Greg Davies from Oxford Risk discusses the South African investing personalities revealed from the recent Nedgroup Investments Behavioural Survey, and how to identify and harness certain personality traits that investors portray.

31 Mar 2021 25 min

Professor Paul Dolan, London School of Economics - Design your happy ever after

Professor Paul Dolan, a renowned global expert in behavioural science and happiness, is the head of Behavioural Sciences at the London School of Economics. He explores how science can help us to get the most happiness from our investments and not just the most money.

31 Mar 2021 33 min

Nicky Weimar – Five steps to address unemployment

Nicky Weimar, the Chief Economist for Nedbank, provides insights into job creation and unemployment in South Africa, and the five steps that can be taken to address the current unemployment rate of 32%.

26 Mar 2021 24 min

Neville Chester - Rand hedges versus SA inc: Where to lay your bets

Neville Chester, Portfolio Manager at Coronation Fund Managers, discusses whether we should be taking our money offshore via Rand hedge stocks or if we should be tilting our portfolio to more SA Inc, domestic companies that generate most of their revenue from South Africa.

26 Mar 2021 13 min

Philip Liebenberg – Does the high yield still outweigh fiscal risks in SA fixed income markets?

Philip Liebenberg, Portfolio Manager of the Nedgroup Investments Flexible Income Fund discusses whether the current high yields available on SA bonds outweigh the increased fiscal risks in the SA fixed income market.

26 Mar 2021 19 min

Trevor Garvin in conversation with Bryan Cameron - Is it time to be rotating from global “quality stocks to global “cyclicals”?

Bryan Cameron, Senior Vice-President and Head of Research at global equity manager, Dodge & Cox discusses the future of moving from quality stocks to value style investing.

26 Mar 2021 23 min

The Balanced Perspective: Big Tech vs. the Antitrust Movement

Over the past few months there has been plenty of unfriendly noise between Apple and Facebook, and more recently the Australian government’s willingness to take on big tech. Does this set a precarious precedent for what lies ahead for the sector? And then, of course, there’s the mysterious case of…

2 Mar 2021 14 min

Post-Budget speech analysis with Nicky Weimar

Nicky Weimar, Chief Economist at Nedbank takes us through the key outcomes of the speech as well as her analysis of what the likely economic impacts for the country will be.

25 Feb 2021 47 min

Navigating South African Fixed Income Markets

Phillip Liebenberg the new portfolio manager of the Nedgroup Investments Flexible Income Fund, dissects various South African economic issues and how he is positioning the portfolio in the current environment.

23 Feb 2021 25 min