Markets In A Nutshell — For August 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes covers the global market shifts in August, from early turbulence to a rebound sparked by Fed signals. She discusses gold’s record highs, gains in fixed income markets, and how Foord Asset Management is strategically positioned to navigate these changes.

Beyond The Great Firewall Of China — An Investment Immersion

Asia is the backyard of Foord’s global investment team, which is based in the booming city-state of Singapore. In May, the Foord Singapore investment team hosted 22 South African investment professionals on an 11-day, in-depth investment immersion of Singapore, Macau, Hong Kong, Shenzhen and Beijing. Julie Macleod-Henderson recounts the concept behind the tour and key observations from this maiden voyage.

MIND OF THE MANAGER - RECHARGING ESKOM - WITH ESKOM CHAIRPERSON, MTETO NYATI

As South Africa approached the election period, the nation faced intermittent power outages and significant uncertainty. Amidst this challenging backdrop, Mteto Nyati stepped into the role of Eskom Chairperson – a role where many had previously failed. His efforts not only provided a temporary solution to Eskom's issues but also laid the foundation for the long-term stability of the grid. In this webinar, Chief Investment Officer Nick Balkin delves into Mr. Nyati's personal journey prior to joining Eskom, explores his motivations for accepting the position, the strategies he implemented to address the energy crisis, the current status of Eskom and ongoing efforts to ensure a sustainable and reliable energy future for South Africa.

Trump 2.0. What This Means For Global Interest Rates, SA And The Rand

Investment professional Linda Eedes and Chief Investment Officer Nick Balkin discuss how Trump’s potential return can influence investment decisions, both locally and globally.

Rate Cuts And Fixed Income. What Can We Expect In The Coming Quarters

Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space.

Politics, SA Inc And What's In It For Investors

Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity market.

Markets In A Nutshell — For July 2024

July witnessed a sharp slowing of the US jobs market and a stock market rotation. Conviction in big tech seems to finally be wavering, with investors piling into small-cap companies and interest rate-sensitive stocks playing catch-up. This led to the largest one-month outperformance in over 20 years for the leading index of US small-cap shares, compared to the large-cap, tech-heavy Nasdaq 100 Index.

Markets In A Nutshell — For July 2024

With July being a pivotal month for the US market, investment professional Linda Eedes discuss the impacts of Joe Biden withdrawing from the presidential race and how the tech stocks have stumbled as a result. With the feds hinting at future rate cuts, she further analysed the market and the potential vulnerabilities that it might face.

Green Light For The Foord International Fund

Sustainable income streams have always been fundamental to Foord’s long-term investment philosophy. Portfolio managers bring an acute awareness of environmental, social and governance (ESG) factors to the stock selection process when buying stocks for the long term. Foord global funds director Paul Cluer writes that Foord has now formalised an enhanced sustainable investment programme for the Foord International Fund.