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 extensive reading and engaging with industry experts. He also gave further insights into what to look out for when looking at themes.
The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za
Insights
08 May 2024
Quarterly Conversations Q1 2024 I Foord South African Equity
Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.
08 May 2024
Quarterly Conversations Q1 2024 I Foord Multi Asset
Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.