This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Nedgroup Investments Global Quarterly Briefing

Loading player...

The Nedgroup Investment Global quarterly briefing is a selection of the interesting global take-outs from our recent insight webinars with our Global Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more information on our funds, visit www.nedgroupinvestments.co.za
In this episode:
1:20 - Marco Colantonio : Global Property - Reits, Vaccines and V-shape recoveries
2:50 - Tony Cousins : Global Cautious - Tactical asset allocation
5:07 - Steven Romick : Global Flex - An exceptionally unexceptional year
7:26 - Ian Beattie : Global Emerging Markets - Emerging markets - we’ve just begun
9:58 - Jeremy Lang : Global Diversified - Vaccines mean a V-Shaped Recovery
14:55 - Andrew Headley : Global Equity - Mr. Market

5 Feb 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Beneath the rally - Inflation, oil, and leverage

Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment…

14 Jul 7 min

Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined

Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund…

8 Jul 13 min

Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat

Markets have steadied as lower oil prices ease some inflation concerns, but geopolitical uncertainty remains elevated. In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments in the Middle East, their impact on energy markets, and what they mean for investors. He also explores recent…

30 Jun 7 min

Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins

In a market fixated on AI, it’s easy to overlook the infrastructure quietly powering the global economy. In this episode, Mansoor Narker speaks with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, about why rail networks, and specifically Canadian Pacific Kansas City, offer a compelling long-term opportunity…

29 Jun 12 min

Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how easing geopolitical tensions, falling oil prices and major corporate developments are shaping the mid year market outlook. He explores the implications for global and South African markets amid shifting risk sentiment, evolving monetary policy and a backdrop…

17 Jun 7 min

All episodes