Nedgroup Investments Insights

In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China. We conclude with a market outlook from a multi-asset portfolio manager.

For more on Nedgroup Investments visit: nedgroupinvestments.com

In our latest episode, Nic Andrew, head of Nedgroup Investments reflects on the recent record-breaking Rugby World Cup victory for the Springboks the influence rugby has played in shaping the history of South Africa. He draws comparison to some crucial themes in the asset management industry and the characteristics required to deliver consistently for clients over the long term. Finally, he shares his views on the most important trends to watch in 2024.

For more on 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 “The rand falls on Powell’s hawkish cues, while the dollar stands tall.”

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 “Bok victory brings joy amidst Middle East crises.”

The implementation of the two-pot retirement system has been postponed to 1 March 2025 and our Senior Legal Advisor, Denver Keswell, provides a summarised update following a meeting between Parliament’s Standing Committee on Finance, National Treasury and SARS. Listen to the update and stay ahead of the latest news in the retirement industry.

For more on 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 “Middle east crisis will have global ramifications.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

In this edition of SA Equity Insights, Dwayne Dippenaar of Laurium Capital delves into two sectors with broad exposure in Africa and provides us with his insights into how they are currently faring, and touches on recent management changes at Naspers and Prosus.

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 “Bird flu outbreak rattles inflation expectations, as cracks appear in SA poultry industry.”

For more on Nedgroup Investments visit: nedgroupinvestments.com

In this episode we chat with David Levinson, our Head of Responsible Investment, on some of the major themes

currently making headlines in responsible investing. From record-breaking climate events, to gender representation in asset management, the latest European fund data, and the curious case of ESG politics in the US.

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. Herewith follows the transcript.

This week’s instalment is titled “Central banks, inflation and rate announcement – a big week ahead.”