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.
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Insights
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…
16 May 2025
From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions
In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade and investment. They explore China’s shift toward…