Nedgroup Investments Insights

Join Trevor Garvin for this week's market and economic wrap, titled: "Markets ignore Trump and Musk feud while Rand continues to rally." In this episode, Trevor discusses the European Central Bank's interest rate cut, US President Donald Trump's call for a significant interest rate cut, the ongoing US-China trade discussions, and the heated feud between Elon Musk and Donald Trump. He also provides insights into key market movements, bond and commodity market updates, and the Rand's performance. Don't miss out on this comprehensive analysis of the latest market trends and economic developments. LinkedIn · YouTube

In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa's formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve. LinkedIn · YouTube

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses and long-term investing. One of his most iconic holdings? Berkshire Hathaway, a position he's held in the fund for nearly 20 years. Walter shares his journey with Berkshire, why he recently trimmed his stake ahead of the 2025 AGM, and what it was like to witness Warren Buffett's retirement announcement in person. This is a rare, behind-the-scenes look at a fund manager's relationship with one of the most legendary companies, and investors, of all time. LinkedIn · YouTube

Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights. LinkedIn · YouTube

This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to maintain diplomatic composure. Additionally, learn more about the South African government's proposal to relax its flagship black empowerment regulations, the impact of President Trump's tax bill on the US dollar and bond markets, as well as Moody's becoming the third of the major rating agencies to strip the US of its triple-A credit rating. Listen to the podcast for more on these and other significant developments and their implications for international relations and global markets. LinkedIn · YouTube

In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring, from navigating retirement, tax and estate planning, to helping you make clear decisions in life's biggest moments. Whether you're starting your investment journey or reassessing your long-term goals, this series will help you understand why trusted, credible advice matters – now more than ever. LinkedIn · YouTube

In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how understanding client composure levels can transform communication and decision-making. LinkedIn · YouTube

In this week's market and economic wrap podcast, Trevor Garvin, Head of Multi-Management, discusses significant developments that have impacted global markets, such as the US and China's tariff cuts and how both countries have agreed to a 90-day pause and substantial tariff reductions, leading to significant gains in equity markets. On the domestic front, the rand strengthened to R18.32 against the US dollar, buoyed by improved global risk sentiment, and financial and industrial stocks surged, with Naspers and Richmont up 5%. Listen now to these and more updates. LinkedIn · YouTube

In our latest podcast, Tumisho Grater, Multi-Management Investment Analyst, shares more insight into the significant economic recalibrations that took place last week. From South Africa's National Treasury withdrawing its planned VAT increase to the US administration softening its stance on tariffs, this episode covers it all. Tune in to understand how these changes impact global and local markets, and what it means for investors. LinkedIn · YouTube

Listen to our latest Market and Economic Wrap podcast with Trevor Garvin, Head of Multi-Management, for the latest market news and developments. This week, hear more about the ongoing political negotiations in South Africa and how the rand and local markets have responded to these events. Trevor also covers President Trump's on and off tariff announcements and their global impact, the subsequent US-China trade war and its escalating tariffs, and more on the roller-coaster equity markets reaching record-high volatility. Tune in now for more details. LinkedIn · YouTube

Following the passing of the South African National Budget by the National Assembly after a heated debate and US President Trump announcing major global tariffs, Trevor Garvin, Head of Multi-Management, is back with another powerful podcast episode to unpack these two significant events. Trevor notes that these events have far-reaching implications for both South Africa and the global economy, and investors should monitor these developments closely while considering the potential impact on the broader economic landscape. Listen to the full episode for all the insights. LinkedIn · YouTube

In our latest podcast with Trevor Garvin, Head of Multi-Management, geopolitics take centre stage with unprecedented global uncertainty and volatility. From the ongoing Ukraine-Russia conflict to the intensified Middle East clashes, political leaders are navigating complex challenges. Domestically, South Africa's political landscape is also active with the ANC under scrutiny for its handling of US relations, and the National Budget also causing market uncertainty as the rand trades weaker and rating agencies increase pressure on fiscal stability. Tune in to this new episode for these and more updates, including insights on US equities, bond market yields and SA industries. LinkedIn · YouTube

In our latest episode of the Nedgroup Investments Insights podcast, Luthando Mzilikazi, Regional Sales Manager for Gauteng, dives into the impact of the recent VAT increase on South African investors. From understanding the direct cost implications to exploring strategies for safeguarding your investments, this episode is packed with actionable insights. Tune in to learn how to adjust your spending, leverage tax-efficient vehicles, and protect your purchasing power during these challenging times. LinkedIn · YouTube

Join Tumisho Grater, Multi-Manager Investment Analyst, in our new podcast episode to hear the latest market and economic updates. This week, the spotlight is on the South African Reserve Bank's Monetary Policy Committee meeting on 20 March. Will they cut rates or hold steady? Plus, more insights on domestic inflation and growth trends, potential risks to the inflation outlook, the impact of Eskom's electricity tariff hikes, President Trump's trade policies and an analysis of global market reactions and the US economy's potential recession signals. LinkedIn · YouTube

On Wednesday, 12 March 2025, South Africa's Finance Minister delivered the highly anticipated 2025 Budget Speech, unveiling significant changes and proposals that will impact various sectors of the economy. In this podcast, Denver Keswell, Senior Legal Advisor, covers key takeaways and what it all means from a financial planning perspective. From revisiting the taxation of Collective Investment Schemes (CIS) to addressing the cross-border tax treatment of retirement funds, and the revenue generated from Two-Pot Retirement System withdrawals causing concern for the future of South Africans once they reach retirement, Denver highlights several key areas that will reshape our financial planning strategies. Listen to the full podcast for more insights. LinkedIn · YouTube

In this new episode, Trevor Garvin, Head of Multi-Manager, dives straight into the latest global news and market updates. The global stage was shaken as Ukrainian President Zelensky's visit to the White House ended in a public disagreement with US President, Donald Trump, over strategies to address the ongoing conflict with Russia. On the domestic front, all eyes are on the upcoming budget speech, with VAT being a key point of contention among GNU partners. Trevor also covers markets updates such as the rand weakening amidst rising global risk aversion, the JSE All Share Index being hit by lower metal prices, the US's decision to cease non-essential aid to South Africa, the pressure on US stocks, and commodity updates. Tune in to the podcast for all the insights. LinkedIn · YouTube

In the latest episode of the Market & Economic wrap podcast, Trevor Garvin, Head of Multi-Manager, covers the surprising announcement by South Africa's Finance Minister regarding the delay of the national budget speech to 12 March 2025. Trevor discusses where the delay stems from, the market's initial reaction to the news and the potential implications and leadership skills required to navigate these challenges. In addition, he provides an overview of global market trends, including strong earnings reports from US tech companies, the easing of inflation fears, and the impact of potential US-Russia negotiations on commodity prices. Tune in for a comprehensive analysis of these key points and other news, including the performance of domestic equities, European markets, and the Japanese Nikkei, as well as insights from Federal Reserve Chair, Jerome Powell's testimony to the Senate Banking Committee. LinkedIn · YouTube

In this episode, we profile key insights from our recent Global Quarterly Roundup with our global Best of Breed™ managers. As we dive into 2025, we reflect on a year marked by significant events and policy shifts. Our managers discuss the impact of Trump's policies on bond markets, the resilience of the real estate sector, and the economic situation in China. They also share perspectives on tariffs, trade policies, and the importance of a conservative approach to equity investments in the current valuations environment. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q4 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q4 2024 · LinkedIn · YouTube

In this episode of our Local Quarterly Briefing, hosted by Investment Analyst Natalie Helmbold, we reflect on 2024's major events, including Trump's re-election, South Africa's government of national unity, and the surprising US equity market performance. Our fund managers discuss key topics such as US inflation challenges, global interest rate dynamics, the US bond market's reaction to rate cuts, positive prospects for the Chinese market, South Africa's election optimism, and the impact of US inflation and deficits on bond valuations. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q4 2024 Local Quarterly Roundup via the link below. Watch now | Nedgroup Investments Local Quarterly Roundup | Q4 2024 · LinkedIn · YouTube

Join us on the Nedgroup Investments Insights podcast as we celebrate 10 years of Tax-Free Investment (TFI) accounts in South Africa! Hosted by Denver Keswell, Senior Legal Advisor at Nedgroup Investments, this special episode dives deep into the world of tax-free investing. Denver is joined by Multi-Manager Fund Manager, Seugnet de Villiers, to explore the purpose and benefits of TFIs, how to choose the right fund, and why it's never too late to start your investment journey. Discover how TFIs can help you achieve long-term financial goals, from saving for your child's education to building a robust retirement fund. Learn about the power of compounding, the importance of risk tolerance, and the different types of funds available. Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights to help you make the most of your tax-free investments. Tune in and take the first step towards a brighter financial future! LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses President Trump's recent announcement of imposing significant tariffs on Mexico, Canada, and China, and the potential implications for global markets. Discover how these protectionist measures have impacted financial markets worldwide, from the Mexican peso to the Tokyo stock exchange. We also explore the ripple effects on the automotive sector and the broader economic landscape, including US inflation and global trade flows. LinkedIn · YouTube

In our first episode of 2025, we dive into the major events shaping the global landscape, including the swearing-in of Donald Trump as the 47th US President and the temporary ceasefire deal in the Middle East. We also provide insights into the latest trends in global markets and economies, from US labour market data to the performance of the JSE All Share Index. Join us bi-weekly as we navigate through a year full of surprises, volatility, and opportunities, bringing you the latest market and economic insights. LinkedIn · YouTube

In the final episode of the Nedgroup Investments Market and Economic Wrap for 2024, Tumisho Grater, Multi-Manager Investment Analyst, reviews the financial markets and economic events of the year. She highlights mixed economic data, significant geopolitical events like South Korea's brief martial law and the fall of the French government, and market movements including the performance of major indices. She also discusses upcoming interest rate decisions by the ECB and the US Federal Reserve, as well as trends in Asian and European markets. We wish you a happy, healthy, and prosperous 2025. The Market and Economic Wrap will return to air on 21 January 2025. LinkedIn · YouTube

In this episode, Trevor Garvin discusses Trump's cabinet picks, the dropping of charges against him, international conflicts, Storm Bert's impact in Britain, the Springboks' rugby win, Bitcoin's rise, and South Africa's interest rate cut. He highlights the ever-changing market environment and emerging opportunities. LinkedIn · YouTube

Join us for the latest episode of our Global Quarterly Briefing! Investment Analyst Natalie Helmbold takes a deep dive into the key factors influencing global markets in Q3 2024. Hear from an experienced portfolio manager about the recent interest rate cuts and their impact on global bonds. Discover the reasons behind the remarkable rebound in global property and explore the future prospects for emerging market equities. Our global multi-asset manager provides an in-depth analysis of the Japanese markets and the Chinese economy. Finally, our global equity managers share some strategic investment holdings to watch. Don't miss this comprehensive overview of the current financial landscape. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q3 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q3 2024 · LinkedIn · YouTube

In our latest Local Quarterly Briefing, Investment Analyst Natalie Helmbold delved into key insights from our Quarterly Roundup event. She explores the value of South African bonds following the significant post-election rally. We also examine the prospects for both South African and global equities, with an equity manager highlighting some attractive South African companies. Finally, we turn our attention to the Chinese economy and the recent $1.4 trillion stimulus packed announced by the Chinese government. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q3 2024 Quarterly Round via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q3 2024 · LinkedIn · YouTube

The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. Additionally, we keep you informed about crucial developments impacting the investment landscape, ensuring that you stay up-to-date with relevant information. Whether you're an investor, financial professional, or simply curious about the financial world, our podcast aims to empower you with knowledge and understanding. LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Manager Investment Analyst, provides an insightful recap of the recent Medium-Term Budget Policy Statement (MTBPS) presented by the finance minister. Tumisho discusses the fiscal outlook, highlighting the unexpected downward revisions to revenue estimates and the challenges faced by the National Treasury in containing expenditure growth. The episode delves into the market reactions, including movement in the rand and bond yields, and outlines key takeaways from the MTBPS on both the revenue and expenditure sides. Tune in to understand the implications of the MTBPS on South Africa's economic landscape and what it means for the future. LinkedIn · YouTube

In this episode of the market & economic wrap, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses the challenges facing South Africa's Finance Minister ahead of the Medium-Term Budget Policy Statement (MTBPS). He covers the rand's performance against the US dollar, recent movements in global stock markets, fluctuations in Brent crude oil and precious metals prices, and South Africa's inflation trends and forecasts. The episode also includes projections for the upcoming budget, touching on tax revenue, public sector wages, and debt service costs, and concludes with a hopeful outlook for continued positive investor sentiment. LinkedIn · YouTube

In this episode, Tumi Grater and Nic Andrew explore “Advisors' Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind. LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments discusses the recent record highs in the US stock market, driven by stable inflation and positive earnings reports from major banks. The episode also covers global market movements, China's economic measures, ongoing trade tariffs, expectations for another European Central Bank interest rate cut, and the creation of the National Transmission Company of SA. It concludes with a tribute to the late Dr. Tito Mboweni, highlighting his contributions to South African economic policy. LinkedIn · YouTube

In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioral tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions. LinkedIn · YouTube

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses South Africa's Government of National Unity (GNU) reaching its 100-day milestone, with positive market reactions such as the JSE hitting all-time highs and the Rand strengthening. He also covers municipal challenges, global events like the US Vice Presidential debate, and the Springbok rugby team's victory. Market updates include record highs for the JSE, US, and European stocks, a drop in Brent crude oil prices, and a new high for gold. The episode concludes with China's significant stimulus package and its potential global impact. LinkedIn · YouTube

In this episode of the Nedgroup Investments Multi-Manager Market and Economic Wrap, Trevor Garvin, Head of Multi-Management, discusses the recent interest rate cuts by the South African Reserve Bank (SARB) and the US Federal Reserve. Titled "Interest Rate Cutting Cycle Starts in Earnest", the episode covers the SARB's decision to reduce South Africa's interest rates by 25 basis points, marking the first change since May 2023. Trevor explains the context of lower inflation and global central bank moves, particularly the US Fed's 50 basis point cut. He also delves into the implications for South Africa's economy, including inflation forecasts, economic growth projections, and the potential impact on the rand and equity markets. Tune in to understand the beginning of this new economic cycle and its potential benefits for future market returns. LinkedIn · YouTube

In this episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments discusses recent market volatility and its impact on various indices. The episode, titled "Wake me up when September ends," covers significant losses in the S&P 500, Nasdaq Composite, and Dow Jones, as well as the decline of the JSE All-Share Index due to fears of a slowing labor market. Tumisho also explores the "September Effect" and provides insights into global economic data, including the US jobs report and inflation rates in China. Tune in to understand current market trends and economic indicators. LinkedIn · YouTube

In this episode, Trevor Garvin Head of Multi-Manager at Nedgroup Investments provides a comprehensive market and economic wrap. Key topics include Floyd Shivambu's departure from the EFF and its political implications, the Springboks' rugby triumphs, and significant movements in currency and stock markets. Trevor also discusses the anticipated US rate cut, its impact on global markets, and the positive outlook for South African inflation and interest rates. Tune in for an insightful analysis of current economic trends and their potential effects on investments. LinkedIn · YouTube

Unveiling the intricacies of South Africa's economy, in the second part of our Investment Insights podcast, Senior Investment Analyst, Anil Jugmohan and Portfolio Manager, Rashaad Tayob from Foord Asset management discuss the nation's fiscal health, investment opportunities within equities and bonds, and the global gold market dynamics. LinkedIn · YouTube

In our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape. LinkedIn · YouTube

In this episode of the Market and Economic Wrap titled, “Markets exercise caution ahead of key economic data”, Tumisho Grater, Multi-Manager Investment Analyst, discusses the recent market volatility triggered by weak US labour market data and the Bank of Japan's interest rate hike. In addition, we also hear more about global market performance and the impact, corporate earnings of major companies, commodities and US equities. Tune in for more insights on how these developments could shape the economic landscape. LinkedIn · YouTube

In our latest Global Quarterly Briefing, Andile Hlanti, Investment Analyst, unpacks the steady macroeconomic climate of Q2 2024, explores the nuanced bond market, and deciphers the equity and real estate sectors with our global Best of Breed™ portfolio managers. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q2 2024 Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q2 2024 · LinkedIn · YouTube

In our latest Local Quarterly Briefing, Andile Hlanti, Investment Analyst, explores key insights from our Quarterly Roundup event, following the end of the second quarter. In this episode we hear from our Best of Breed™ portfolio managers who share their insights on China's market, fixed income forecasts, and the strategies they are exploring post the South African national elections earlier this year. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episode from our Q2 2024 Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q2 2024 · LinkedIn · YouTube

In this episode of Market and Economic wrap podcast, Trevor Garvin discusses South Africa's performance in the Paris 2024 Olympics, the impact of recent weather conditions in South Africa, and significant political events such as Joe Biden's withdrawal from the 2024 US presidential elections. LinkedIn · YouTube

In this episode of the Market & economic wrap titled "Rand knocked off its pedestal as dollar rises on possible Trump presidency". Multi-manager Investment Analyst, Tumisho Grate discusses the impact of political events in the United Stated on the South Africa Rand and global markets. We delve into the economic implications of a potential second term for Donald Trump as president of the United States. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit our website to learn more. LinkedIn · Website · YouTube

How can you get ready for the future in a changing world? In our new podcast Nic Andrew, Executive Head of Nedgroup Investments talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It's a fresh view on the forces that shape our world every day. If you would like more detail on the dangers of short-term forecasts, listen here. · LinkedIn · YouTube

This podcast, hosted by Trevor Garvin from Nedgroup Investments Multi-Manager, provides a comprehensive market and economic wrap titled “Political changes sweep across the globe. Finally, the SA cabinet is announced.” The episode covers significant political shifts in South Africa, Europe, the US, and the UK. It also discusses the performance of various sports teams and gives an update on the financial markets, including currency fluctuations and equity movements. The podcast concludes with a look at the oil prices and a preview of the upcoming weeks. It's a one-stop source for global political, sports, and financial news. LinkedIn · YouTube

South Africa's Government of National Unity has sparked optimism, driving a 3.5% surge in the JSE, with good performance from retailers and the financial sector. The rand strengthened, signaling potential net foreign buying. Globally, tensions persist between China and the world, impacting European stocks. In the US, Nvidia's AI-related surge led to a record high for the S&P 500. Local inflation and retail sales data are due, and investors await the Bank of England's policy rate decision. Follow us on LinkedIn · Subscribe to our YouTube channel

In our latest Investment Insights podcast, Mohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, following Steve's recent research trip. They also discuss the effects of the unforeseen events that have happened over the last few years on China, and more about how the Nedgroup Investments Opportunity Fund leverages investment ideas from global markets. Our Flagship Fund Range · Follow us on LinkedIn · YouTube

In this episode, we explore critical developments shaping South Africa's economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ruling African National Congress (ANC) losing its 30-year parliamentary majority. Coalition negotiations are underway, impacting the SA Rand, economic growth, and market sentiment. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. LinkedIn · Website · YouTube

In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset fixed income portfolios. Plus, discover why our global equity manager is optimistic about a leading insurance broker. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Global Quarterly Roundup via the link below. Watch now | Nedgroup Investments Global Quarterly Roundup | Q1 2024 · LinkedIn · YouTube

In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager favors European equities over US equities. Plus, join the discussion on the promising prospects of the commodity sector for 2024. Get an update on local markets in this short podcast hosted by Investment Analyst, Andile Hlanti. To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com to learn more. Watch the full episodes from our Quarterly Roundup via the link below. Watch now | Nedgroup Investments Quarterly Roundup | Q1 2024 · LinkedIn · YouTube

Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com for more information. Learn more about our Flagship Fund Range · Stay up to date, follow us on LinkedIn. · YouTube