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Podcasts

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09 Nov 2022

How to Think About Risk in the Current Inflationary Environment

Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.

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09 Nov 2022

M.I.C.E. Update

Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.

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03 Nov 2022

MARKETS IN A NUTSHELL - OCTOBER 2022

A South African and global overview of market movements for September 2022.

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25 Oct 2022

The Asian Renaissance

In this podcast, Dr Khanna discusses the definition of the Asia system as well as the new rise of Asia versus the return of Asia both in the East and West.

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05 Oct 2022

MARKETS IN A NUTSHELL - SEPTEMBER 2022

A South African and global overview of market movements for September 2022.

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21 Sep 2022

In conversation with Dave Foord

In this podcast, Nedgroup Investments' Anil Jugmohan talks to Dave Foord about the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines Foord has had to navigate since inception…

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05 Sep 2022

MARKETS IN A NUTSHELL - AUGUST 2022

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

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05 Sep 2022

MARKETS IN A NUTSHELL - AUGUST 2022

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.

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18 Aug 2022

Why ESG matters

ESG is an area asset managers are having to think more about. In this video, Linda Eedes discusses what ESG means, and why it matters.

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11 Aug 2022

RETAIL — FEELING THE PINCH

Equity analyst DHERSAN CHETTY writes about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike in South Africa.

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04 Aug 2022

Asian middle-class consumer

There are many investment themes within our portfolios at Foord, each works under different environments and helps us construct all weather portfolios to generate the best risk-adjusted returns for the long-term.…

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04 Aug 2022

Macro thoughts and positioning

In this video, Brian Arcese discusses the number of contributors to the inflationary tailwinds and how markets are affected. He touches on which markets are attractive and the conservative positioning of the Foord…

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