This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Property Fund – Thoughts on SA listed property

Loading player...

Despite a Q4 rebound of 23% for the local property sector, the SA Listed Property Index is still down 35% for 2020. Ian Anderson from Bridge Fund Managers, Portfolio Manager for the Nedgroup Investments Property Fund, illustrates the differentiated proposition within the Nedgroup Investments Property Fund and how it is positioned to take advantage of the current environment.

20 Jan 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Turning the corner? A deep dive into SONA 2026

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, breaks down President Cyril Ramaphosa’s 2026 State of the Nation Address. He highlights the key themes shaping South Africa’s political and economic landscape, including the country’s cautiously improving economy, the Government of National Unity’s three strategic priorities, the urgent…

13 Feb 7 min

Market and economic wrap: DA party braces for new leadership, whilst the Epstein files haunt Keir Starmer.

This week’s Market & Economic Wrap covers the major political shifts, market movements and global economic signals shaping sentiment right now. From Eskom’s tariff updates and UK political pressure to currency moves, commodity trends and upcoming central bank decisions, Trevor Garvin unpacks what investors need to know in under 10…

10 Feb 7 min

Inside the mind of a fund manager Ep 4: Quality, conviction, and the long game - A conversation with Andrew Headley

In this episode, Mansoor Narker, Senior Investment Analyst, sits down with Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, for a candid discussion on quality investing and the discipline required to deliver real long-term returns. Together, they explore why a long term, inflation plus return lens is…

10 Feb 12 min

Market and economic wrap: Reading the signals - Markets, metals, and monetary policy

In our latest market and economic wrap, Tumisho Grater, Multi Management Investment Analyst, breaks down the forces driving sentiment both locally and abroad. Global markets are navigating a complex web of strong earnings momentum, elevated equity valuations, shifting currency dynamics, and renewed geopolitical uncertainty. With more than 90 S&P 500…

27 Jan 7 min

Market and economic wrap: Rand strength continues on the back of record-breaking market returns.

In our first market and economic wrap for 2026, Trevor Garvin, Head of Multi-Management at Nedgroup Investments, explores the global and local forces shaping markets. From escalating geopolitical tensions and record-breaking equity returns to South Africa’s rand strengthening to a three-year high, we unpack the trends driving investor sentiment. Discover…

13 Jan 7 min

All episodes