Anthony Sedgwick: Fund Manager of the Nedgroup Investments Rainmaker Fund talks about his reasons to believe that now is the right time to buy equities.
4 Dec 2020
English
South Africa
Investing · Business News
Brazil’s political surprise sent equities, bonds and the currency sharply lower, forcing investors to reassess the outlook for fiscal policy, inflation and interest rates. In this episode of Inside the Mind of a Fund Manager, Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, speaks with Luis Alves de Lima of…
AI remains powerful, but higher yields, inflation and elevated expectations mean investors increasingly need to distinguish between a great story, a great business and a great investment. In our latest episode, we sit down with Andrew Headley to step back from individual stocks and look at the bigger picture: how…
What does it take to protect capital without sacrificing growth? In this episode of Inside the Mind of a Fund Manager, Keletso Mphoman, Investment Analyst at Nedgroup Investments, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, as the fund celebrates its 15-year milestone. They discuss…
Markets are proving resilient, but the environment is becoming more challenging as higher oil prices, persistent inflation and growing geopolitical tensions test investor confidence. In this week’s Market and Economic Wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the latest developments shaping global and South African markets, from…
In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks the tension between political promises and market realties as investors navigate a complex global landscape. With the US midterm elections approaching, proposed consumer support measures and calls for lower interest rates are raising important…
iono.fm may request cookies to be stored on our device. We use cookies to understand how you interact with us, to enrich and personalise your experience, to enable social media functionality and to provide more relevant advertising. Using the sections below you can customise which cookies we're allowed to store. Note that blocking some types of cookies may impact your experience.