Unpacking the Implications and Implementation of NHI

Investment professional Linda Eedes came together with investment analyst Dhersan Chetty to discuss the recent National Health Insurance bill signed into law by President Ramaphosa. They uncover the promises and challenges of the NHI, exploring its impact on the South African healthcare system and the broader economy.

Anglo American - Shaking Up the Global Resources Industry

Portfolio manager Mike Townshend and investment professional Linda Eedes sat down to discuss the latest developments in the resources industry. They explore the dynamic interplay between Anglo American and BHP Billiton and the evolving landscape of major mining companies and what these changes mean for investors.

Are Inflation-Linked Bonds an Under-Appreciated Asset Class?

Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Africa’s current economic environment.

Are Inflation-Linked Bonds an Under-Appreciated Asset Class?

Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Africa’s current economic environment.

MARKETS IN A NUTSHELL — FOR MAY 2024

Investors continued to chase rainbows in May, powering world stock markets to a 4.1% gain. In the US, the leading stock indices again made new highs. The ‘Fantastic Four’ — Nvidia, Apple, Microsoft and Alphabet — accounted for more than half of the S&P 500 return. Despite the bullishness, recent US data suggests some economic weakness. Growth was slower as consumers eased up on spending, while job creation fell.

MARKETS IN A NUTSHELL — FOR MAY 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

Navigating ESG Complexities in the Real World — South Africa's Looming Gas Crisis

After Eskom, Sasol is South Africa’s second-biggest polluter of greenhouse gases. The petrochemical giant faces mounting Environmental, Social and Governance (ESG) pressures to improve its greenhouse gas emissions. Equity Analyst Dylan Griffiths writes how near-term ESG wins for Sasol have alarming real-world consequences for other South African corporates.

Unlocking Opportunities in SA Inc. Counters

Investing in ‘SA Inc.’ companies can seem daunting, given the country’s many economic headwinds. Economic growth has been paltry for the last decade and government debt has ratcheted to its highest levels in history. Without significant economic reform, this trend should persist. Portfolio Manager Wim Murray looks at how Foord navigates this tricky minefield to find investments that should generate meaningful returns without undue risk.

In Conversation with Dave Foord

In this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide interesting perspective on Asian markets.

Quarterly Conversations Q1 2024 I Foord South African Equity

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.