Nedgroup Investments Insights

The effects of Covid as well as the aging global workforce are contributing to both short-term and long-term tightness in the labour market, which could be a real concern for inflation. Rob Johnson talks to Tony Cousins, manager of the Nedgroup Investment Global Cautious Fund about his outlook on inflation and why he thinks the labour market forces are likely to continue to exasperate the inflation problem.

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 instalment of your market and economic wrap is titled: “US job’s report shows slightly softer underlying conditions."

For more on Nedgroup Investments visit: nedgroupinvestments.com

Rob Johnson talks to Steven Romick who presented at our annual Global Investments Summit about where he sees value at the moment and how his Contrarian Value Investment Philosophy has played out over the past decades. This year marks the 10th anniversary of FPA managing the Nedgroup Investments Global Flexible Fund, which was also recently awarded the Lipper award for Switzerland, UK and Europe.

For more on Nedgroup Investments visit: nedgroupinvestments.com

Rob Johnson chatted to Ian Beattie, Fund Manager of the Nedgroup Investments Emerging Market Equities Fund to discuss his views on China and why he sees real structural investment opportunities in India.

For more on Nedgroup Investments visit: nedgroupinvestments.com

Global fixed income has not been a place to be invested for the past decade or more, but now it seems bonds are back. What has changed and why is fixed income back in the spotlight. Rob Johnson chatted to David Roberts, Head of Fixed Income to find out what he thinks is in store for fixedincome investing.

For more on Nedgroup Investments visit: nedgroupinvestments.com

Commercial real estate is out of favour with investors, and some have been described the trend as “the death of commercial real estate”. But how does this compare to Global REITs and why is there still real opportunity to invest in listed property? Rob Johnson spoke to Rob Promisel, Fund Manager of the Nedgroup Investments Global Property Fund to discuss the opportunity set in global listed property and his views on the outlook for the sector.

For 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 “Global markets once again rattled by inflation and growth concern”.

For more on Nedgroup Investments visit: nedgroupinvestments.com

The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods.   Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be willing to accept some short term volatility in order to achieve this.

For more on Nedgroup Investments, visit: nedgroupinvestments.com

Antony Burgess, Managing Partner at Veritas Asset Management joins us to discuss key global investment themes, in a three part series. We discuss the necessity of semiconductors in modern times, revolutionising the transportation of goods and services while decarbonising, the latest trends in genetic engineering, value-added healthcare and tapping into the power of centuries-old brands.

For more on Nedgroup Investments visit: nedgroupinvestments.com 

In this episode of our SA Equities podcast, Junaid Bray, co-portfolio manager of the Nedgroup Investments SA Equity Fund chats to us about some of the opportunities he and the team are looking at in the current market environment, and how they see view rand hedge stocks vs SA Inc. amidst volatile currency moves.

For more on Nedgroup Investments visit: nedgroupinvestments.com