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

Investment Insights - Antony Burgess

Loading player...

A Covid-19 strategy aimed to weather the crisis
Antony Burgess from Veritas Asset Management, portfolio managers for the Nedgroup Investment Global Equity Fund, discusses their Covid-19 strategy to take advantage of falling markets.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.

4 May 2020 English South Africa Investing · Business News

Other recent episodes

Investing and spending: Two sides of the same coin

In this 10-minute Insights podcast, Rob Johnson, Head of Investments at Nedgroup Investments, sits down with Nic Andrew, Managing Executive, to explore a powerful mindset shift: viewing spending as the other half of investing, an intentional choice that safeguards long-term goals rather than eroding them. Drawing inspiration from Morgan Housel’s…

9 Dec 10 min

Market and economic wrap: Rand strength on back of potential US rate cuts and successful hosting of G20 Summit

In this week’s episode of the market and economic wrap, Trevor Garvin, Head of Multi-Management at Nedgroup Investments unpacks the factors driving the rand’s recent strength, including revived expectations of US rate cuts and the impact of South Africa’s successful G20 Summit hosting. We explore key political developments at home,…

2 Dec 6 min

Market and economic wrap: SARB call hangs between hold and cut

In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the…

18 Nov 7 min

Market and economic wrap: Special Broadcast on the Medium Term Budget Policy Statement (MTBPS) 2025

Join Trevor Garvin, Head of Multi-Management at Nedgroup Investments, and Isaac Matshego, Senior Economist at Nedbank, as they unpack South Africa’s 2025 Medium Term Budget Policy Statement (MTBPS). In this special Market and Economic Wrap episode, they explore the country’s economic outlook, fiscal and monetary policy shifts, debt stabilisation, and…

13 Nov 21 min

Sustainable Returns with David Levinson Ep 5: The hidden cost of AI and the global water crisis

Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they…

6 Nov 6 min

All episodes