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
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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…
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…