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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

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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