Why ESG Has Always Been Part Of The Investment Process At Foord

Foord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique approach in incorporating ESG factors and principles into our investment process over the past four decades.

Unmasking the Bond Vigilantes: Guardians of Fiscal Responsibility

In November, the US Federal Reserve paused interest rates for a second time instead of hiking rates further. However, the US bond market did its own hiking, with yields on US government bonds surging across the board. The US 10-year Treasury yield brushed 5% — its highest level in 16 years.

Artificial Intelligence — Opportunities, Hype Cycles and How Foord Finds Value

In this video, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial Intelligence (AI) in business and investment. They discuss AI's role in enhancing productivity, its integration into various industries and the future of AI in shaping investment strategies.

WHAT'S IN STORE FOR 2024

As we approach the threshold of a new year, investors find themselves facing a sombre horizon marked by heightened interest rates, rising bond yields, mounting government debt, fluctuating energy prices, enduring geopolitical unrest and elections in SA and the US. At the same time, the global investment opportunity set is broader than it was some years back and the prospective returns to a sensibly allocated multi-asset portfolio remain attractive. In our final webinar for 2023, Foord Chief Investment Officer Nick Balkin and portfolio managers Brian Arcese, Nancy Hossack, Ishreth Hassen and Rashaad Tayob consider five potential surprises for 2024 with investment professional, Linda Eedes.

Markets in a Nutshell — for October 2023

Global stock markets fell for a third consecutive month, casting gloom over investors and making this Halloween more ‘trick’ than ‘treat’. Despite optimistic economic data, markets remain spooked by the prospect of central bankers keeping rates higher for longer to combat inflation. Markets fell across the board, with emerging market bourses (including those in China) falling most.

Markets in a Nutshell — October 2023

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.

Quarterly Conversations Q3 2023 I Fixed Income

Linda Eedes talks to Foord’s Portfolio Manager Farzana Bayat and Rashaad Tayob about how Foord’s fixed income have performed, what’s happening in the market and how Foord is positioned going forward.

Foord International Fund — A Fund For All Seasons

The Foord International Fund aims to achieve meaningful, inflation-beating US dollar returns from a conservatively managed, best-investment-view portfolio. In this presentation, portfolio manager Brian Arcese references the fund’s 25-year track record of safeguarding investor capital during bouts of market turbulence and discusses the layers of protection built into the fund to deal with a likely US economic recession in 2024. On the flip side, the fund has ample liquidity to buy attractive investments as they become cheaper to set up returns for the next investment cycle.

Quarterly Conversations Q3 2023 I M.I.C.E Update

Linda Eedes talks to Portfolio Manager, Rashaad Tayob about M.I.C.E. framework, a useful gauge Foord uses to consider the macro landscape.

Quarterly Conversations Q3 2023 I Foord Flexible Fund of Funds

Linda Eedes talks to Dave Foord about how the Foord Flexible Fund of Funds has performed, what’s happening in the market and how Foord is positioned going forward.