Nedgroup Investments Insights Nedgroup Investments

Retirement matters - to everybody. Generally, it is our biggest asset and one we spend years and years accumulating. It is no surprise therefore that there are a lot of decisions to be made with regards these savings as we draw near to retirement – decisions which have long-lasting impacts.

Nedgroup Investments Multi-Manager, in their second Covid-19 webinar, asks the tough question on what our government needs to deliver before year-end and look aheads at the prospects for SA’s retailers and banks. One of the world’s leading global fund managers discusses whether the FAANGs are a bubble waiting to burst and an ethics professor unpacks whether schools should remain open or closed during a worldwide pandemic. Finally, some insights on the issue many wealth planners grapple with – do investors hold enough risk within their portfolios during times of anxiety?

Dave Foord, founder of Foord Asset Management, who has been managing internationally diversified portfolios for the last four decades chats about the events that have unfolded over the last nine months and what experiences have helped him to navigate the current situation.

As the effects of the global Covid-19 pandemic continue to take their toll, many people are scrutinising their investment strategies and wondering what, the best approach is, especially when it comes to active and passive investing. Is one better than the other – and if so, in what circumstances?
This topic was discussed at the third Take 5 event hosted by Maya Fisher-French, independent financial commentator.

A reliable and cost-effective electricity supply is a critical success factor for the performance of the South African economy. Lack of a reliable electricity supply was probably the key factor behind the poor mining and manufacturing performance in Q1 2020, placing us firmly in a recession and contributing to the economy contracting by 2% on a quarter on quarter basis. The Reuters consensus forecast for Q2 GDP is an economic contraction of more than 40% quarter on quarter annualized. In the midst of such economic disaster, where demand undoubtedly collapsed, we were still faced with stage 2 load-shedding and power outages.

Nedbank Chief Economist, Nicky Weimar, and Eskom CEO, Andre de Ruyter, discuss load-shedding, the road ahead for Eskom and what this means for South Africa.

Everyone knows that saving money is a good idea. But what is the best, most practical way to go about saving money, and how should we prioritise settling our debt, saving for shorter-term goals and investing for the future? At the second Nedgroup Investments Take 5 webinars, Maya Fisher-French, independent financial commentator, outlined her best practical tips to an effective savings plan.