In this video, portfolio manager Farzana Bayat and investment professional Linda Eedes explore the prospects of inflation returning to the targeted 2% level. They examine various factors and events that could…
Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing particularly on the interplay between the West and the…
Thematic Investing — Creating Opportunities For Forward Thinking Investors
In this video, South Africa CIO Nick Balkin joined Linda Eedes to discuss the art of identifying impactful investment themes. Nick reveals the key to success in thematic investing and emphasised the importance of…
Join portfolio manager, Wim Murray and investment professional Linda Eedes, in a discussion about property — an often overlooked asset class. Sharing the nuances of property investments, Wim sheds light on the…
Portfolio Manager Mike Townshend offers his insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the…
The Energy Transition — Opportunities For Astute Investors
Foord Asset Management portfolio managers Brian Arcese and Ishreth Hassen dive into the concept of energy transition as we explore the global shift from carbon-intensive fuels to renewable energy sources. They…
Foord Asia Ex-Japan Fund — A Matrix of Exciting Investment Opportunities
In this video, Foord Asset Management Portfolio Managers Brian Arcese, Ishreth Hassen, and JC Xue, delve into the intricacies of Foord’s Asia Ex-Japan Fund. They discuss the strategic decisions behind launching the…
In this video, portfolio manager Brian Arcese discusses the relevance and application of benchmarks in modern investment management. He provides insight on how Foord adopts a benchmark-agnostic strategy while being…
Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and addresses common questions about its role in contemporary…
Will China be the top-performing stock market in the world?
In the recent 'What's in Store for 2024' webinar, portfolio manager Brian Arcese discussed the possibility of China becoming the top-performing stock market in the world. He attributed the strong performance to the…
Will The South African Resource Sector Perform Poorly, Even If China Performs Well?
As the new year draws near, portfolio manager Nancy Hossack offers insights on the performance of the South African resources sector in comparison to China's performance during our recent 'What's in store for 2024'…
Despite Resources Underperforming, Will The South African Market Be Up 20%+?
Foord South Africa Chief Investment Officer Nick Balkin shares that despite resources sector coming under pressure, the South African equity market could be up more than 20% in 2024 during the recent ‘What’s in…
