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Foord Asset Management (Pty) Ltd
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Forest Mews
96 Forest Drive
Cnr Lonsdale Way
Pinelands, 7405
Cape Town
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Forest Mews
96 Forest Drive
Cnr Lonsdale Way
Pinelands, 7405
South Africa
Insights
24 Jul 2026
Markets in a Nutshell — AI Mania, Inflation and the real test for investors
In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.
24 Jul 2026
AI: Opportunity with Caution
In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market…