Iain Power of Truffle Asset Management, in a Q&A with David Levinson, discusses whether we will see real inflation hit our wallets and the implications for the financial markets.

Tracey Davies, the Executive Director of Just Share, a voice for shareholder activism in South Africa, discusses gender and pay inequality in South Africa.

Fadzi Whande, the Diversity and Inclusion Strategist for the United Nations, shares her insights into why diversity does not always result in inclusion.

David Levinson, Senior Investment Analyst at Nedgroup Investments, shares some initial findings from the Nedgroup Responsible Investment Research Report for 2021 with a focus on what local and global asset managers are doing in terms of diversity and inclusion both in their own companies and those that they invest in.

Since the end of 2017, South Africa’s listed property sector has experienced extreme levels of income and capital volatility. 2020 was no exception, but although some uncertainty remains, the sector does appear to be through the worst of it.

Join this conversation with Ian Anderson, portfolio manager of the Nedgroup Investments Property Fund, as we discuss how the pandemic has accelerated disruption in real estate, how the SA listed property sector has been impacted and what it means for the medium-term. Ian will also review the performance of the Fund and how it is positioned to take advantage of this evolution

With a ramp up in climate regulation imminent, Iain Power, Fund Manager of the Nedgroup Investments Balanced Fund, discusses which sector’s stand to benefit, and importantly, those that will need to pivot to get on course with the greener roadmap. This will inform how a portfolio should be positioned for this future scenario.

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.

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.

Tony Cousins is the CEO and CIO at Pyrford International, the managers of the Nedgroup Investments Global Cautious Fund. Tony provides an overview of the Fund’s performance and positioning as well as how capital has been preserved in the portfolio.

Brian Selmo is a Portfolio Manager at First Pacific Advisors (FPA), the managers of the Nedgroup Investments Global Flexible Fund. Brian provides an update of the portfolio’s performance over the quarter and some of the drivers of performance. He will also share insights into where the team is finding value and how they have positioned the Fund for permanent impairment of capital if there are further market downturns, while still participating in market upside to deliver on the Fund’s growth objectives through a full market cycle.