Videos
28 May 2025
Beyond Borders: Building Resilient Portfolios in a Low-Growth World
Join Wim Murray, JC Xue and Linda Eedes for insight into investment strategies for the slowing global economy. We will explore the undervalued South African franchises built to deliver in a low-growth economy…
17 Apr 2025
Making sense of the global investment landscape
Join Nick Balkin, Rashaad Tayob, and Linda Eedes for a webinar as they weigh in on the disruption occurring in the global investment landscape. From Trump to China, geopolitics to the GNU, the panel will review…
23 Jan 2025
Global Themes Shaping the 2020s - with Nick Balkin & Rashaad Tayob
The first half of the 2020s brought major changes, from the pandemic's aftermath to rising interest rates and geopolitical unrest. The second half promises more transformation, with fiscal pressures, technological…
19 Nov 2024
How to Thrive in 2025
In this final webinar for the year, our panel of seasoned portfolio managers will delve into pivotal issues that we believe will shape the investment landscape in 2025. Join as we unpack the risks and…
10 Oct 2024
Global economic forces that will reshape the next U.S. presidential term
With the world braced for another US presidential election, we look at the implications of the candidates’ policy proposals on the US and global economies. But regardless of who wins, powerful forces are…
20 Aug 2024
MIND OF THE MANAGER - RECHARGING ESKOM - WITH ESKOM CHAIRPERSON, MTETO NYATI
As South Africa approached the election period, the nation faced intermittent power outages and significant uncertainty. Amidst this challenging backdrop, Mteto Nyati stepped into the role of Eskom Chairperson – a…
23 Jul 2024
A NEW DAWN FOR SA INC.?
As the dust settles on South Africa’s national elections, we can all heave a sigh of relief. With the formation of a clunky Government of National Unity that excludes the two most radical parties, South Africa has…
20 Mar 2024
Global Perspective - What in the world is going on?
With the US market at all-time highs, the Hang Seng at 25-year lows, Japan, Germany and the UK in recession, and central banks defying calls for rate cuts, it’s little wonder many are asking – what on earth is going…
25 Jan 2024
SA Election 2024
Nancy Hossack in discussion with political and economic analyst and advisor, Frans Cronje.
21 Nov 2023
WHAT'S IN STORE FOR 2024
As we approach the threshold of a new year, investors find themselves facing a sombre horizon marked by heightened interest rates, rising bond yields, mounting government debt, fluctuating energy prices, enduring…
27 Jul 2023
Foord MIND OF THE MANAGER
Linda Eedes and multiple-counsellor managers on the Foord Equity Fund, Nancy Hossack and Wim Murray, discuss Foord’s top down and bottom-up investment thinking to expose where they feel the risks lurk and the…