Artificial Intelligence - Opportunities, Hype Cycles and How Foord Finds Value
In this video, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial Intelligence (AI) in business and investment. They discuss AI's role…
The Foord International Fund aims to achieve meaningful, inflation-beating US dollar returns from a conservatively managed, best-investment-view portfolio. In this presentation, portfolio manager Brian Arcese…
The demise of the dollar - what are the alternatives?
The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with -…
3 Key Components to Assess the Trajectory of US Inflation
When looking at the outlook for inflation in the US we have to consider 3 key components. These being, the impact of commodity prices, rental prices in the US and wage price inflation. Linda Eedes, discusses these…
Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues…
The US Banking Crisis - What this means for SA banking
Foord fixed income portfolio managers Rashaad Tayob and Farzana Bayat talk to Linda Eedes about the US banking crisis. After a steady rise in inflation and interest rates over the past year, US banks continue to…
It is imperative to consider macro economics and the potential risks we face as investors. In this video, Linda Eedes highlights four economic risks we are concerned about for 2023.
Challenges and Opportunities in a Low Growth Environment
In this video Linda Eedes and Mike Townshend unpack the South African economic landscape in order to understand where we are finding opportunities within the local market and the challenges we face from an economic…
Linda Eedes talks with Nick Balkin, CIO of Foord SA and Portfolio Manager on our multi asset funds. Amongst other things, in this video Nick discusses what shifts have occurred in the portfolios and the importance…
The Fed vs the Market. Who Will be Proved Right in 2023?
Linda Eedes talks to portfolio manager Rashaad Tayob about the Fed and the market being at odds with one another. The Fed believes it will be able to maintain rates at a high level for a long period of time. The…
Brian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.
