Markets In A Nutshell — For January 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

Quarterly Conversations Q4 2023 | Foord Global Equity Fund

Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q4 2023.

Inflation — The Long Road Back To 2%

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 influence inflation rates. And discuss the impact of these fluctuations on the market.

Geopolitical Dynamics — The West Versus The Rest

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 rest. Rashaad highlights the significant role Asia has played in driving global economic growth over recent decades, while also noting the substantial contribution of the technology sector in Western nations to this growth.

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.

Property — The Hybrid Asset Class

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 traditional perception of real estate as a stable income source. However, the past five years have challenged this view due to fluctuating macroeconomic factors.

Nancy Hossack appointed multiple-counsellor portfolio manager on Foord Conservative and Balanced Funds

Foord Asset Management is pleased to announce the appointment of Nancy Hossack from January 2024 as a multiple-counsellor portfolio manager on medium and high-equity South African multi-asset portfolios.

Tech Titans In Focus: Contrasting The US And Chinese Tech Markets

Delivering Safe Investment Returns In 2024

The Year in Review