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 discuss the critical move towards sustainable energy options to mitigate the effects of global warming.

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 Fund, alongside an analysis of the factors and prominent themes driving the fund's performance.

Why Foord Is Benchmark Agnostic

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 risk aware.

How ESG Is Changing The Investment Landscape

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 investment strategies and how Foord Asset Management is navigating this transition without compromising growth or ethical standards.

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 underlying growth in demographics, particularly the strong growth in the Chinese middle class.

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' webinar.

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 store for 2024' webinar. He explains the opportunities in not only in the Chinese consumer market, but also in the internet companies. And highlights companies such as Tencent as key drivers of growth, complemented by the South African incorporated stocks, which he believes will contribute significantly to this positive outlook.

Will The Oil Price Reach Over $150?

In Foord's recent 'What's in store for 2024' webinar, portfolio manager Ishreth Hassen shared his perspective on the potential for oil prices to exceed $150 by the end of 2024. He emphasised the necessity of preparing for such a scenerio, noting the widespread impact across all sectors that would likely result from such a significant increase in oil prices.

Will The Gold Price Hit $3000 Or More?

In our recent 'What's in store for 2024' webinar, portfolio manager Rashaad Tayob discussed the role of gold as a crucial component in a diversified portfolio, particularly as a long-term hedge against inflation. He outlined two key reasons why he believes gold will demonstrate a surprisingly positive performance in the upcoming year, reaffirming its significance as an asset.

Talking Politics: 2024 National Election

Foord Asset Management portfolio manager, Nancy Hossack, provides an insightful analysis of the current political landscape in South Africa. She draws from recent by-election data and voter trends, and touches on the broader investment implications in a changing political environment.