Two-pot retirement system: Understand the impact of withdrawals and the benefits of continuous saving

Understanding the impact of withdrawals and knowing the benefits of continuous saving are both crucial to securing a comfortable retirement. Watch the full video for the full picture and take control of your financial future.

• Two-pot retirement system
• Investing for retirement
• Long Term Investing
• Retirement Planning

Q2 2024 Update - Global Strategic Bond Fund

Hear from David Roberts, co-portfolio manager of the Nedgroup Investments Global Strategic Bond Fund as he provides an update on key performance drivers and changes to the fund over the last quarter.

• Global Strategic Bond Fund
• Nedgroup Investments
• global investing

Mid-year bond outlook 2024

Why the bond market could feel like déjà vu all over again

• Global Strategic Bond Fund
• Nedgroup Investments

Meet your new retirement pots

The two-pot retirement system will come into effect on 1 September 2024. Meet your new retirement pots and learn more about what this means for your retirement planning with our Senior Legal Advisor, Denver Keswell.

• Two-pot retirement system
• Investing for retirement
• Long Term Investing
• Retirement Planning

The outlook for SA Equities

• Nedgroup Investments

Global Emerging Markets Equity Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Emerging Markets Equity Fund

Global Cautious Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Cautious Fund

Global Strategic Bond Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Strategic Bond Fund

Global Equity Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Equity Fund

Global Property Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Property Fund

Global Flexible Fund - Global Quarterly Roundup: Q1 2024

Quarterly roundup Q1 2024

• Global Flexible Fund

SA Equity Fund Quarterly Roundup: Q1 2024

In this video, Dwayne Dippenaar, Portfolio Manager of the Nedgroup Investments SA Equity Fund, provides an update on the fund's performance in Q1. Dwayne also shares insights on how they are positioning the fund in its 10th year.

Nedgroup Investments SA Equity Fund celebrates its 10th anniversary

The Nedgroup Investments SA Equity Fund recently celebrated its 10th anniversary. Three of the Fund’s co-portfolio managers from Laurium Capital join Mansoor Narker in a panel discussion to delve into how the process and philosophy of managing the SA Equity Fund has evolved over time. They also share valuable insights on the lessons learned, how they have managed to deliver consistent performance during the last decade, and what may lie ahead.

Budget Speech 2024: What you need to know

The 2024 budget speech was expected to include spending cuts, proposals for fiscal income generation and measures to close the tax gap. In this live webinar, Nedbank Group Chief Economist, Nicky Weimar, breaks down the key outcomes of the budget speech and gives her views on what South Africans can expect from an economic point of view for the medium term. This is followed by a reflective Q&A session with Trevor Garvin, Head of Multi-Management at Nedgroup Investments.

Global Equity Fund - Global quarterly update Q4 2023

In this video, portfolio manager of the Nedgroup Investments Global Equity Fund, Andrew Headley, provides an in-depth analysis of the fund's performance over the past quarter. Andrew discusses key investment decisions, portfolio changes and the strategic outlook for the fund.

• Global Equity Fund

Global Property Fund - Global quarterly update Q4

In this video, Rob Promisel, Portfolio Manager of the Nedgroup Investments Global Property Fund provides an in-depth analysis of the fund’s performance over the past quarter. Rob discusses key investment decisions, portfolio changes, and the strategic outlook for the fund. He also shares insights into the global property market and how these trends are shaping our investment strategy.

Global Emerging Markets Equity Fund - Global quarterly update Q4 2023

In this video, portfolio manager of the Nedgroup Investments Global Emerging Markets Equity Fund, Brian Coffey, provides an in-depth analysis of the fund’s performance over the past quarter.

• Global Emerging Markets Equity Fund

Global Flexible Fund - Global quarterly update Q3

In this video, portfolio manager of the Nedgroup Investments Global Flexible Fund, Steven Romick, provides an in-depth analysis of the fund’s performance over the past quarter. Stay tuned till the end of the video for a Q&A session where Steven answers some key questions regarding the fund.

Investing in Their Tomorrow, Today

As parents, we all dream of giving our children a secure future. Why wait? Start the journey of turning those dreams into reality, invest now, with the click of a button.

NedTalks Europe | Credit caution

What does a rising term premium mean for the corporate bond market? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to Alex Ralph, a seasoned global credit investor, on quality, opportunities, and the risks she’s paying close attention to.

NedTalks Europe | High yield: are the cracks emerging?

As long-term interest rates rise, can high yield bonds continue to demonstrate their resilience, or will the cracks begin to emerge? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor, on where next in credit markets.

SA Equity Insights - Stepping into the African Arena

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. In this insights-led 15-minute video, experts from Laurium Capital, managers of the Nedgroup Investment SA Equity Fund, discuss current market conditions, investment trends and provide a brief update on the fund’s positioning during varying periods.

SA Equities | Celebrating 15 Years of Investment Excellence

Laurium Capital, the appointed managers of the Nedgroup Investments SA Equity Fund, recently celebrated their 15 year anniversary. We chat to co-founder and portfolio manager, Murray Winckler as he reflects on the journey and well as his thoughts on the current state of the SA market.

G7 economic divergence: turbulence or opportunity?

As the market adjusts for higher for longer, what does divergence among the G7 mean for bond investors? Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor about the opportunities this creates as we return to the “old normal”.

NedTalks | What does a pause mean for bond investors?

A hawkish pause and renewed economic projections have woken the market up to higher for longer. Join us in our next episode of #NedTalks Europe, where Nisha Thakrar, CFA speaks to David Roberts, a veteran global bond investor on what this means for bond investors.

Around the world with responsible investing

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.

• Investments Insights
• Responsible Investing

Harnessing the power of boutiques

Everyone should benefit from the difference that the best boutiques can bring. At Nedgroup Investments, we are dedicated to finding exceptional fund managers and providing the right conditions for them to perform. We foster multi-decade relationships to enable managers and teams to flourish over the long term, offering our clients more choice, better access and deeper alignment with their investments.

10 years with our Best of Breed partner, FPA and the Nedgroup Investments Global Flexible Fund

This year marks the 10-year anniversary of First Pacific Advisors (FPA) managing our Nedgroup Investments Global Flexible Fund. To celebrate, we are highlighting some key milestones of the fund and some notable comments from co-portfolio Manager, Steven Romick, who has over 30 years of investment experience.

• Global Flexible Fund

Half yearly update - Nedgroup Investments Core Income Fund

Welcome to the half yearly update on the Nedgroup Investments Core Income Fund. We embark on this enlightening short video with Raphael Nkomo, CIO at Taquanta. Prepare to immerse yourself in an insightful discourse as he guides us through Taquanta's macroeconomic perspectives on both local and global fronts – a narrative that will help shape the course of your investment considerations. Raphael’s seasoned expertise unfurls a panorama of economic intricacies, offering a nuanced understanding of prevailing inflation and interest rates. His forward-looking insights are poised to equip you better navigate the dynamic investment markets landscape. Transitioning from macroeconomic panoramas to granular investment realms, we introduce Sharika Salie, Portfolio Manager of the Nedgroup Investments Core Income Fund. In this segment, Sharika extends a comprehensive update, illuminating the fund's strategic positioning characterised by its pillars of safety, stability, liquidity, and an unwavering commitment to low volatility. As the narrative unfolds, Sharika unveils a pivotal facet – the impressive size of the fund, standing resolute at approximately R53 billion*. But this is no mere statistic; it's a cornerstone of the fund's strategic advantage, a gateway to securing competitive yields from issuers and skilfully managing liquidity. Prepare to be captivated by this dynamic synergy, as we delve into the intricacies of a fund that not only navigates but thrives in the ever-changing financial markets.

Flexible Income Fund update with Philip Liebenberg from Abax Investments

Nedgroup Investments quarterly round up: Navigating Inflation Inflections, Rising Interest Rates and Optimistic Stock Markets. Global Emerging Markets Equity Fund

Global Emerging Markets Equity Fund Update with Brian Coffey

Nedgroup Investments quarterly round up: Navigating Inflation Inflections, Rising Interest Rates and Optimistic Stock Markets. Global Emerging Markets Equity Fund.

Balanced Fund update with Saul Miller from Truffle Asset Management

Nedgroup Investments quarterly round up: Navigating Inflation Inflections, Rising Interest Rates and Optimistic Stock Markets - Balanced Fund.

Global Property Fund update with Robert Promisel from Resolution Capital

Nedgroup Investments quarterly round up: Navigating Inflation Inflections, Rising Interest Rates and Optimistic Stock Markets - Global Property Fund

Global Equity Fund update with Mike Moore from Veritas Asset Management

Nedgroup Investments quarterly round up: Navigating Inflation Inflections, Rising Interest Rates and Optimistic Stock Markets. Global Equity Fund

Does listed property still have a role to play in a portfolio?

Amidst South Africa’s ongoing loadshedding woes, sharply rising interest rates to curb inflation and a very uncertain global economic outlook, investor sentiment toward the local listed property sector is largely negative. Are investors’ concerns warranted, or might their be opportunity to be found in all the “doom and gloom” for the patient and astute long-term investor? Ian Anderson, portfolio manager at Merchant West, joins us on this edition of Investment Insights to provide an update on the Nedgroup Investments Property Fund and discuss their thematic approach to investing in the sector, and why he believes this asset class still has a role to play in investors’ portfolios.

The Global Perspective: uncertainty creates opportunity

As investors face rising economic and geopolitical risks, where might pockets of opportunity arise? Brian Selmo joins us on this edition of the Global Perspective to share his views on how the Contrarian Value team at FPA are navigating turbulent market conditions, seeking opportunities to lean into market weakness while at the same time, avoiding a permanent impairment of capital.

The Balanced Perspective: hitting the ceiling

As the debate around the US national debt limit intensifies, Iain joins us on this edition of the Balanced Perspective to shares his views around another potential risk for financial markets with the deadline for the US government fast approaching. The Balanced Perspective series is a monthly 15-minute segment where Iain Power, CIO at Truffle Asset Management; manager of the Nedgroup Investments Balanced Fund, discusses current topics in the market that may influence the fund.

What makes a great fund manager?

What makes a great fund manager? Trevor Garvin, Head of Multi-management, answers this question in the latest episode of our podcast hosted by Responsible Investment Analyst, Lulama Robertson.

• Responsible Investing

The boutique advantage and why we favour boutiques

Head of Investments, Robin Johnson, joins Responsible Investment Analyst, Lulama Robertson, to unpack what the boutique advantage is and why we at Nedgroup Investments favour boutique.

• international

The Balanced Perspective: winter is coming

After an eventful first quarter, with persistent inflation, a banking crises and mixed signals from equity and bond markets, investors have had no shortage of volatility to endure. Iain Power joins us for the April edition of the Balanced Perspective and provides us with his insights into these trends and what we can expect as we head into the winter

Why Stewardship is core to our business

In our latest podcast episode our MD, Nic Andrew, sits down with Responsible Investment Analyst, – Lulama Robertson, to discuss why stewardship is core to our business at Nedgroup Investments.

The misnomer of Rand hedges

Jannie Leach, Head of Core Investments at Nedgroup Investments, sits down with Responsible Investment Analyst, Lulama Robertson, to chat about the misnomer of rand hedges.

What’s happening in EM today?

Michael Mortimore, Principal at NS Partners Ltd, Sub-Investment Managers of the Nedgroup Investments Global Emerging Markets Equity Fund, briefly shares their perspective on the current state and outlook for Emerging Markets.

Quarterly Update - Global Cautious Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update - Global Equity Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update - Global Emerging Markets Equity Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update - Global Property Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update | SA Equity Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update | Stable Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update | Balanced Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Quarterly Update | Flexible Income Fund

In light of the persistently high inflation at varying levels around the world and the approach of central banks to manage the situation, markets have provided a torrid ride for investors in many asset classes during the first quarter of 2023. However, this has presented new opportunities as well as challenges. Through this event, we will share detailed perspectives on how this environment is affecting the movement of markets in response to evolving economic data.

Does the investment industry need a combination of artificial and human intelligence?

Andrew Tarver, Founder, Jigsaw

What happens when you print money?

Tony Cousins, Chief Investment Officer, Pyrford International on inflation

Navigating disruption

David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments

Good habits, bad habits

Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.

The Boutique Advantage

Nic Andrew, Executive Head, Nedgroup Investments shares seven characteristics of top investment managers.

There are good reasons to be optimistic, and here’s why

Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments

Emerging markets - the rise of the new corporate leaders

Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights

Nedgroup Investments Global Flexible Fund Quarterly Feedback

Brian Selmo of First Pacific Advisors, co-Portfolio Manager of the Nedgroup Investments Global Flexible Fund, provides an overview of the Fund’s performance for the last quarter and its positioning going forward

Global Cautious Fund - Global quarterly update Q4

In this video, portfolio manager of the Nedgroup Investments Global Cautious Fund, Anthony Cousins, provides an in-depth analysis of the fund’s performance over the past quarter.