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18 May 2023

SA Equities — Where We See the Best Opportunities

Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues from around the world, the domestically focused businesses which are tied to the local economic cycle (SA Inc.) and resources which are tied to the commodity cycle - and what presents the bet opportunities for South African investors.

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

26 Jan 2026

MARKETS IN A NUTSHELL — FOR DECEMBER 2025

Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets outperforming the US by double digits. Commodities surged…

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08 Jan 2026

MARKETS IN A NUTSHELL — FOR NOVEMBER 2025

Markets paused in November as US equities stayed flat, tech underperformed, and gold soared while Bitcoin slumped. South Africa rallied on supportive conditions, while China remained under pressure. Linda Eedes…

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