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…
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…
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…
Why ESG Has Always Been Part Of The Investment Process At Foord
Foord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique approach in incorporating ESG factors and principles into our…
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…
