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.

Nedgroup Investments Insights

Lessons learnt from 10 years of managing one of SAs top performing Balanced Funds.

The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis. With global equity and fixed income markets priced at historically high valuations after the Fed and other central banks pumped significant levels of liquidity into financial markets in response to the Covid-19 pandemic, will we see a repeat of the Taper Tantrum as central banks begin tapering discussions again? During this 15-min discussion, Tony Cousins and Douglas Nicol aim to tackled: • Market expectations for central bank tapering programs • Potential risks that could alter these tapering plans • Most vulnerable global asset classes and regions

The Global Perspective: Taper Tantrum 2.0

Investment insights from Andrew Tarver, Founder, Jigsaw

Does the investment industry need a combination of artificial and human intelligence?

Investment insights from Andrew Parsons, Chief Investment Officer, Resolution Capital

Inflation fears - REITerating fundamentals

Investment insights from Andrew Headley, Head of Global, Veritas Asset Management

The big investment themes

Dhaval Joshi, Chief Strategist, BCA Research

Where is groupthink going wrong and how to profit from it

Michael Pettis, Finance Professor at Peking University's Guanghua School of Management in conversation with Ian Beattie, NS Partners

What’s really on Beijing’s agenda and where does that leave foreign investors

Investment insights from Steven Romick, Founding Partner, FPA

Price Matters

Differentiation in the age of disruption

Wendy Wood, Provost Professor of Psychology and Business at University of Southern California in conversation with Amy Jansen, Head of Behavioural Science, Nedgroup Investments.

Good habits, bad habits

David McWilliams, Independent Economist in conversation with Shaun Anderson, Head of Sales, Nedgroup Investments.

Navigating disruption with David McWilliams.

Tony Cousins, Chief Investment Officer, Pyrford International on inflation.

What happens when you print money?

Jeremy Lang, Co-Founder and Portfolio Manager, Ardevora Asset Management in conversation with Rob Johnson, Head of Investments, Nedgroup Investments.

There are good reasons to be optimistic, and here’s why.

Ian Beattie, Co-Chief Investment Officer, NS Partners shares his insights.

Emerging markets - the rise of the new corporate leaders

The Nedgroup Investments Insights podcast is a space where you can find out more about our fund managers and the funds they manage as well as get up to date on important developments affecting the investment world and how they might be relevant to you.

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