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Dare I look at my portfolio? – the conviction that lies behind our outperformance

In such volatile markets, how can you protect value and ensure good portfolio performance? Rebecca Cretney and Madhushree Agarwal discuss our performance during a year of uncertainty.
Published 22 August
3½ mins

Rebecca Cretney, Investment Counsellor is joined by Madhushree Agarwal, Investment Analyst, to discuss our performance, how we have stuck to our convictions and why we are in the top 25% of performing managers, according to ARC Private Client Indices.

Clients of Nedbank Private Wealth can get in touch with their private bankers to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +44 (0)1624 645000 and speak to one of our client services team.

If you would like to find out more about how we can help you manage your investments, please also contact us on the same number as above. Or you can get in touch using the links to the forms towards the end of this page.

The value of investments can fall, as well as rise, and you might not get back the original amount invested. Exchange rate changes affect the value of investments. Past performance is not necessarily a guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios and is referenced for illustrative purposes only, not as a recommendation, not least as it may not be suitable. You should always seek professional advice before making any investment decisions.

about the presenters

Rebecca Cretney

Rebecca Cretney

Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.

 

She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.

 

Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Madhushree Agarwal

Madhushree Agarwal

Madhushree joined the London office in 2015 as an investment analyst, focusing on macroeconomic asset allocation and fund research.

 

Madhushree holds an MSc in Investment and Wealth Management from Imperial College Business School, and has a first class BSc (Hons) degree in Banking and International Finance from Cass Business School. Madhushree is also a chartered financial analyst.

Access more of our insights

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20 Sep

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Should I invest now or wait for greater falls? Rebecca Cretney discusses some of the questions she gets asked and explains why personal financial advice can prove far more valuable than economic forecasts.

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The week in review

13 Sep

   |   5½ mins

The week of 5 September saw further monetary tightening as central banks continued to raise interest rates to curb inflation. While on the fiscal front, governments announced packages to support consumers in the face of soaring energy prices.

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August's investment market commentary

6 Sep

   |   3 mins

August started promisingly with risk assets supported by encouraging economic data from the US. But focus soon shifted to the further deterioration of Europe’s energy situation, increasing the prospect of much slower economic growth, higher inflation and higher interest rates.

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