Nedgroup Investments Insights

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.

Our latest Market and Economic wrap podcast titled, “The rand stumbles as the SONA fails to lift confidence”, is brought to you by Multi-Manager Investment Analyst, Tumisho Grater. You can expect insights on the economic developments that have been making the rounds, the S&P 500’s latest milestone and other global market news, as well as highlights from President Ramaphosa’s SONA and what we can expect from the upcoming Budget Speech next week. Listen now.

To stay updated on the latest industry and market news from Nedgroup Investments, follow us onLinkedInor visitnedgroupinvestments.com.

This episode of our bi-weekly Market and Economic wrap podcast is titled "Inflation and interest rate cuts – what to expect?" Head of Multi-Manager, Trevor Garvin, shares a timely update on recent local and global news - ranging from tennis triumphs at the Australian Open, judicial decisions at the International Court of Justice, economic indicators pointing towards potential interest rate cuts and the upcoming State of the Nation address.

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

Unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future. Listen to this insightful podcast by Multi-Manager Investment Analyst, Seugnet de Villiers, or read the article here.

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

The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these played out through the year makes it clear why he holds this view. Join us for a fascinating discussion as we unpack the shocks of 2023 and discuss what one can do to prepare for the year ahead, instead of relying on the crystal ball. Resources: 2023: The Year in Charts - Charlie Bilello's Blog

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

In the first installment of our bi-weekly Market and Economic wrap podcast for the year, Multi-Manager Investment Analyst, Tumisho Grater dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect insights on key economic signals from the USA, inflation trends and which economic and geopolitical topics are on top of the agenda for the World Economic Forum gathering in Davos. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “A bumper week for central banks will put rate-cut expectations to the test.”

To learn more about Nedgroup Investments, visit: nedgroupinvestments.com

Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Logistics chaos adds to government woes.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We explore the challenges global corporates are facing and how to identify resilient ones. We conclude with an in-depth analysis of key global property trends and their potential impact in 2024. For more on Nedgroup Investments visit: nedgroupinvestments.com