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13 Jun 2024

Are Inflation-Linked Bonds an Under-Appreciated Asset Class?

Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Africa’s current economic environment.

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25 Jan 2024

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…

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25 Jan 2024

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…

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23 Jan 2024

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…

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23 Jan 2024

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…

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09 Jan 2024

Light on Resoures — Why Foord Remains Underweight

Portfolio Manager Mike Townshend offers his insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the…

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12 Dec 2023

The Energy Transition — Opportunities For Astute Investors

Foord Asset Management portfolio managers Brian Arcese and Ishreth Hassen dive into the concept of energy transition as we explore the global shift from carbon-intensive fuels to renewable energy sources. They…

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12 Dec 2023

Foord Asia Ex-Japan Fund — A Matrix of Exciting Investment Opportunities

In this video, Foord Asset Management Portfolio Managers Brian Arcese, Ishreth Hassen, and JC Xue, delve into the intricacies of Foord’s Asia Ex-Japan Fund. They discuss the strategic decisions behind launching the…

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12 Dec 2023

Why Foord Is Benchmark Agnostic

In this video, portfolio manager Brian Arcese discusses the relevance and application of benchmarks in modern investment management. He provides insight on how Foord adopts a benchmark-agnostic strategy while being…

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12 Dec 2023

How ESG Is Changing The Investment Landscape

Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and addresses common questions about its role in contemporary…

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12 Dec 2023

Will China be the top-performing stock market in the world?

In the recent 'What's in Store for 2024' webinar, portfolio manager Brian Arcese discussed the possibility of China becoming the top-performing stock market in the world. He attributed the strong performance to the…

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12 Dec 2023

Will The South African Resource Sector Perform Poorly, Even If China Performs Well?

As the new year draws near, portfolio manager Nancy Hossack offers insights on the performance of the South African resources sector in comparison to China's performance during our recent 'What's in store for 2024'…

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