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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 extensive reading and engaging with industry experts. He also gave further insights into what to look out for when looking at themes.

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

13 Aug 2026

What matters more than getting market forecasts right? 

Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…

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04 Aug 2026

MARKETS IN A NUTSHELL — FOR JULY 2026

July brought an uneasy sense of déjà vu to markets. The fragile ceasefire between America and Iran collapsed, missile exchanges resumed and the Strait of Hormuz was once again closed to traffic. Iran struck tankers…

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