Nedgroup Investments

When political promises meet bond-market reality. As US politicians focus on easing cost-of-living pressures ahead of the midterm elections, bond markets are sending a different message. Rising Treasury yields, persistent inflation concerns and growing fiscal pressures are reshaping the investment landscape. In this week's Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst, unpacks: ▪️Why investors are demanding higher compensation to finance US debt ▪️Whether higher bond yields are creating new opportunities in fixed income ▪️The impact of rising energy costs on inflation and markets ▪️Why US equities continue to show resilience despite elevated interest rates ▪️What recent moves in the rand, JSE and South African public-sector debt figures mean for local investors 🎧Listen now on your preferred podcast platform: 🔗Apple Podcasts: https://ow.ly/XkuZ50ZUQiJ 🔗Spotify: https://ow.ly/A1A850ZUQiK 🔗YouTube Music: https://ow.ly/gVSW50ZUQiL 🔗Directly on our website: https://ow.ly/TXT450ZUQiI #NedgroupInvestments #MarketAndEconomicWrap #Nedbank #FixedIncome #Inflation #Economy #SouthAfrica #GlobalMarkets

Most people have heard some version of the "cut out the coffee" advice and the assumption is simple: if you spend less, wealth will follow. But managing money with a budget and building wealth are not the same thing. In the second article of our Psychology of Investing series, we explore why budgeting is only the first step and why long-term wealth is often the result of repeatable financial systems. Using the example of Carol and Kevin, we show how two people with similar incomes, savings goals and intentions can end up in very different positions over time, simply because one relied on a system while the other relied on good intentions. Learn more: https://ow.ly/haAR50ZUQCP #NedgroupInvestments #Nedbank #ThePsychologyOfInvesting #BehaviouralFinance #LongTermInvesting #InvestmentInsights

Sometimes the reason we haven’t started investing isn’t that we don’t know enough, but that we’re expecting circumstances to become easier. The promotion will come, expenses will ease, markets will settle, or there will be more room in the budget. However, we know that life has a way of replacing one priority with another. That idea sits at the heart of this article in our Psychology of Investing series, where we explore the illusion of a “better time” and why waiting can carry a cost of its own. Worth revisiting, or reading if you missed it: https://ow.ly/35HO50ZNOmw #NedgroupInvestments #Nedbank #ThePsychologyOfInvesting#BehaviouralFinance #LongTermInvesting #InvestmentInsights

Paying down debt is an important financial goal, but life doesn't always go according to plan. Sometimes an unexpected expense like a car repair, a medical expense, or a broken appliance can derail your debt repayment goals. In this short clip from our Start with Knowledge webinar, Tracy Jensen, Senior Investment Analyst, explains why building a mini emergency fund is an important first step towards a stronger financial foundation. In case you missed it, watch the full webinar: https://ow.ly/ctQy50ZVujG #NedgroupInvestments #Nedbank #InvestmentInsights #FinancialWellbeing #WealthBuilding #PersonalFinance #LongTermInvesting #StartwithKnowledge

In the latest episode of our Inside the Mind of a Fund Manager series, Keletso Mphomane, Investment Analyst, sits down with Omri Thomas, Portfolio Manager of the Nedgroup Investments Opportunity Fund, to explore the thinking behind the fund. Reflecting on 15 years of navigating multiple crises, Omri shares lessons learned through difficult markets, how structured notes have become an increasingly important part of the toolkit, and why today's combination of elevated equity valuations and attractive bond yields has the team paying close attention. 🎧Listen now on your preferred podcast platform: 🔗Apple Podcasts: https://ow.ly/VXHq51001oz 🔗Spotify: https://ow.ly/L6Ge51001oA 🔗YouTube Music: https://ow.ly/LsY051001oy 🔗Directly on our website: https://ow.ly/U7nm51001ox Abax Investments #NedgroupInvestments #InsideTheMindOfAFundManager #Nedbank #OpportunityFund #InvestmentInsights #FundManagement #InsightsPodcast

📈 Oil, inflation and political unrest test resilient markets In this week's Market and Economic Wrap, Trevor Garvin, Head of Multi-Management, explores the growing number of challenges confronting investors as oil prices rise, inflation concerns resurface and geopolitical tensions intensify. Despite these headwinds, markets have remained remarkably resilient, supported by strength outside of the technology sector and continued investor optimism. Tune in for insights on: ▪️Why oil trading above $100 per barrel is becoming an increasingly important risk for inflation, consumers and global growth. ▪️How rising inflation and energy prices could influence the outlook for interest rates and central bank policy. ▪️What investors should watch ahead of South Africa's Medium-Term Budget Policy Statement and the implications for the rand, bonds and the local economy. 🎧Listen now on your preferred podcast platform: 🔗Apple Podcasts: https://ow.ly/yIGI50ZZhp8 🔗Spotify: https://ow.ly/B8FZ50ZZhp6 🔗YouTube Music: https://ow.ly/y8Gm50ZZhp7 🔗Directly on our website: https://ow.ly/TOxU50ZZhp9 #NedgroupInvestments #MarketsAndEconomicWrap #Nedbank # #MarketInsights #OilPrices #SouthAfricaEconomy #GlobalMarkets