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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

06 Nov 2025

MARKETS IN A NUTSHELL — FOR OCTOBER 2025

In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…

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04 Nov 2025

MARKETS IN A NUTSHELL — FOR OCTOBER 2025

Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…

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