Nedgroup Investments Nedgroup Investments Insights

Not another outlook: Why we don't believe in predicting the future

Loading player...
The beginning of a year always comes with many predictions and outlooks for what is likely in store for all of us. However, Nic Andrew, Executive Head of Nedgroup Investments does not believe in forecasting. A cursory look at the expectations of many experts in early 2023 and how these played out through the year makes it clear why he holds this view. Join us for a
fascinating discussion as we unpack the shocks of 2023 and discuss what one can do to prepare for the year ahead, instead of relying on the crystal ball.

Resources:
2023: The Year in Charts - Charlie Bilello's Blog

To stay updated on the latest industry and market news from Nedgroup Investments, follow us on LinkedIn or visit nedgroupinvestments.com.
19 Jan 2024 English South Africa Investing · Business News

Other recent episodes

Inside the mind of a fund manager: 15 years of opportunity

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…
19 Oct 11 min

Market and economic wrap: Oil, inflation, and political unrest test resilient markets.

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…
20 Oct 7 min

Market and economic wrap: When political promises meet bond-market reality.

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…
6 Oct 7 min

Inside the mind of a fund manager Ep 10: China - What the headlines don't tell you

China is one of the world’s most debated investment markets, but how different does the picture look on the ground? Anil Jugmohan, Senior Investment Analyst at Nedgroup Investments, is joined by Nick Balkin, Portfolio Manager of the Nedgroup Investments Stable Fund, following his recent visit to China. They explore the…
2 Oct 10 min
All episodes