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
Share this on:
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
07 Aug 2025
MARKETS IN A NUTSHELL — FOR JULY 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and Chinese markets, underlying risks are emerging. US economic…
05 Aug 2025
MARKETS IN A NUTSHELL — FOR JULY 2025
Global markets pushed higher again in July. US equities led the gains, with the index of the five hundred most valuable companies on US bourses making a slew of record highs. Blockbuster results from Big Tech giants…