The Nedgroup Investments Insights podcast is a space where you can find out more about our fund managers and the funds they manage as well as get up to date on important developments affecting the investment world and how they might be relevant to you.
Balanced Perspective: Through the looking glass
In the final edition of the Balanced Perspective for 2021, we will revisit some of the more persistent themes discussed throughout the year and how they may come to shape 2022. Most notably, Iain shares his thoughts on global asset valuations and how unprecedented government stimulus could affect post-pandemic market returns.
If 2020 felt like the world’s down-the-rabbit-hole year, then 2021 was its re-emergence.
Global Perspective: Can any market keep up with US equities?
It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index.
Can this trend continue over the next 15 years?
During this 15-min discussion, Mohini Naidoo and Steven Romick discuss:
Where valuations of US and International markets stand today
How Steven and his team have attempted to take advantage of the current valuation environment
Examples of compelling international investments and how they compare to their US counterparts.
“SA Equities Outlook”
Mazi Asset Management Founder and CEO, Malungelo Zilimbola, explains why his firm is positive on the outlook for SA equities.
In conversation with Greg Minnaar – “What does it take to be a recognised as a GOAT”
We delve into what it takes to be a recognised as a GOAT (Greatest of All Time) with 4x World Downhill Mountain Biking Champion, Greg Minnaar.
Ethical and moral leadership within the SA political landscape.
South African author, academic and political scientist, Professor William Gumede, School of Governance, WITS University, gives his insight into the ethical and moral leadership within the SA political landscape.
Investing on behalf of your child.
We all want the best for our children, and investing from an early stage and teaching them good financial habits can help us achieve this.
Mary J Fourie - Life Style Financial Planner, Coach and Facilitator and Seugnet de Villiers, Investment Analyst at Nedgroup Investments hosted by Ondela Mlandu share their sound advice on how to make the gift of a good financial start for your child, a reality.
Relevant, concise, insightful
Excellent, quick way to get insights from fund managers from around the world. Like that concise, relevant and deals with real issues investors are asking.
Exceptionally useful podcasts
A great way to get industry insights from the leading fund managers.
Well worth the listen
Relevant topics, by quality managers