The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com. LinkedIn · YouTube

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. LinkedIn · YouTube

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. LinkedIn · YouTube

Mazi Asset Management Founder and CEO, Malungelo Zilimbola, explains why his firm is positive on the outlook for SA equities. LinkedIn · YouTube

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. LinkedIn · YouTube

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. LinkedIn · YouTube

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. LinkedIn · YouTube

The Nedgroup Investments quarterly briefing is a selection of the interesting 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 on our funds, visit www.nedgroupinvestments.com. LinkedIn · YouTube

The Nedgroup Investments quarterly briefing is a selection of the interesting take-outs from our recent insight webinars with our local Best of Breed managers brought to you in one compact episode. To hear the full fund manager report backs or for more on our funds, visit www.nedgroupinvestments.com. LinkedIn · YouTube

After 10 years of consistent performance, ranking second in the peer category group over the period, we asked Fund Manager, Iain Power to reflect on some of the key lessons he learnt while managing the fund over the past decade. LinkedIn · YouTube