Nick Balkin - “Stability through divergent inflation scenarios”

Loading player...
Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to protect capital over a rolling 1 year. Nick discusses how to achieve stability through divergent inflation scenarios.
22 Apr 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: From risk off to relief, how durable is this rally?

In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in geopolitical tensions. From the relief rally sparked by shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies…
24 Mar 7 min

Inside the mind of a fund manager Ep 5: Surviving the Saaspocalypse: Investor reactions and the quality in global equity

In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, to unpack what markets have dubbed the “Saaspocalypse.” As investor enthusiasm around artificial intelligence has intensified, many software and data businesses have been sold off indiscriminately. But is…
13 Mar 11 min