Nedgroup Investments Insights

While we spend a lot of time talking about what we should do to cultivate healthy financial behaviour, there are also a few crucial things that we shouldn’t do. Nic Andrew, Executive Head of Nedgroup Investments highlights the top 3 things to avoid to improve your long-term financial outcomes.

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In this bi-weekly episode of our market and economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, discusses the dramatic events that unfolded in the Western Cape. Amid relentless rain and fierce winds, the Western Cape faced its greatest trial. Beyond the storms, the ex-Speaker of South Africa's parliament grappled with personal battles, revealing unexpected alliances and resilience. Tune in to this episode, where rain-soaked streets intersect with political intrigue, and humanity fights back against both natural and man-made adversities.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

Join Trevor Garvin from Nedgroup Investments Multi-Manager for a comprehensive analysis of the latest market dynamics and economic developments. This episode, titled “Tragic End to Steinhoff Saga,” delves into the dramatic conclusion of a corporate scandal, the ongoing water crisis in Johannesburg, political corruption probes, and the global impact of election outcomes and terror attacks. Plus, get insights on the latest inflation trends, interest rate decisions, and stock market performances that are shaping the financial landscape. Tune in for an informative session on the forces driving change in your world.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com

Natalie Helmbold, Investment Analyst, is in conversation with Lara Dalmeyer, co-portfolio manager of the Nedgroup Investments Flexible Income Fund, in this podcast titled “Not all Income Funds are created equal”. They speak about the significant differences in income funds and how to spot them, the importance of understanding the risks associated with income funds and what investors can do to compensate for them. Tune in to this insightful podcast to learn and hear more about how Abax Investments’ portfolio management strategy for the Flexible Income Fund has enabled the fund to deliver consistent returns.

The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com

In this episode of Nedgroup Investments’ market and economic wrap, Tumisho Grater, provides insights into the recent dovish testimony by US Fed Chair, Jerome Powell, and its effects on global markets. The discussion includes insights on the anticipation of interest rate cuts, the impact on emerging market assets, and the strengthening of the rand against the US dollar. Tumisho also speaks about China’s economic stimulus plans, South Africa’s economic performance and the movements in equity markets, including the record highs in the US and the mixed results in Europe and Asia. Looking forward, the focus shifts to local manufacturing and mining production, as well as international inflation rates and their influence on future monetary policies. Tune in for a comprehensive analysis of these financial developments and their implications for investors. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector. We end this episode with a deep dive into major global property themes and how they are likely to play out. Tune in to this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com

Our latest Market and Economic wrap podcast is titled, "Rand weakens after Finance Minister taps into Foreign Exchange Reserves", is brought to by Head of Multi-Management, Trevor Garvin. You can look forward to highlights from the Finance Minister’s recent budget statement which revealed anarrower deficitandlower debt stock, implications for personal income tax, alcohol and tobacco, an update regarding the two-pot retirement system set to start in September and insights regarding South Africa's unemployment.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.

In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook from a multi-asset portfolio manager and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and examine the diverging economies of Japan and China. We conclude by discussing the geopolitical risks of 2024 and their implications for your portfolio. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.

In this episode, we welcome back Denver Keswell, Senior Legal Advisor at Nedgroup Investments, to share his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana on Wednesday, 21 February 2024.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.