This website uses cookies. Read more. Okay
04 Aug 2022

Asian middle-class consumer

There are many investment themes within our portfolios at Foord, each works under different environments and helps us construct all weather portfolios to generate the best risk-adjusted returns for the long-term. One investment theme that is active across our portfolios revolves around Asia, especially in Asia's middle class consumer. In this video, Portfolio Manager, JC Xue discusses the Asian middle class consumer.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

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.

Listen now

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…

Listen now
newsletter subscription