Forward thinking with Dr Parag Khanna

Asian geopolitical risks are rising with China flexing its military muscle and implementing sweeping reforms enabled by its centralised, command economy. China is the region’s largest and most populous economy, but more than three billion Asians are not Chinese.

Foord FORWARD THINKING

The Case for Commodities

Foord portfolio manager, Ishreth Hassen, discusses the case for commodities.

Staying the course

 “When adversity strikes, that's when you have to be the most calm. Take a step back, stay strong, stay grounded and press on.” — LL Cool J. Portfolio manager NANCY HOSSACK revisits the thesis that share volatility is opportunity and not risk.

Foord - Meet the Team

The South African economy continues to face a steady stream of challenges that cloud the less obvious investment opportunities. Paul Cluer, Mike Townshend and Nick Balkin discuss the investment landscape and prospects for South African investors, with a special focus on the long-term opportunities available locally at Foord's annual Meet the Team presentation.

Markets in a nutshell — October 2021

Global equities rebounded after retracing in September. Investors shrugged off recurring evidence of supply-chain bottlenecks and possible peak in corporate margins, choosing instead to focus on stellar (though backward looking) third-quarter corporate earnings prints.

The China Thesis

Dave Foord discusses the China investment thesis.

Celebrating 40 years of Investment Stewardship

It has been a privilege to serve our investors over the past 40 years. As Dave Foord states in this podcast, much has happened during this time, but much has stayed the same. And we remain steadfastly committed to our founding principle of investment stewardship.

China — regulating for change

Recent Chinese regulatory initiatives across high-profile industries have spooked global investors.

NEW ANALYSTS AT FOORD