Julian Campbell-Wood - Post-COVID portfolios need Global REITs

Loading player...
Julian Campbell-Wood is a Portfolio Manager at Resolution Capital, the managers of the Nedgroup Investments Global Property Fund. Julian provides an update of the portfolio’s performance and positioning in Q1, how REITs are positioned in the context of potentially increasing interest rates and the market outlook for 2021.
29 Apr 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Interest rate hike takes steam out of economic recovery.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how the recent interest rate hike and easing oil prices are shaping the path of economic recovery amid ongoing geopolitical uncertainty. He explores the impact on global and South African markets, and what shifting inflation, currency and growth…
2 Jun 7 min

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take. Drawing…
24 Apr 14 min