Podcasts
12 Dec 2023
Despite Resources Underperforming, Will The South African Market Be Up 20%+?
Foord South Africa Chief Investment Officer Nick Balkin shares that despite resources sector coming under pressure, the South African equity market could be up more than 20% in 2024 during the recent ‘What’s in…
12 Dec 2023
Will The Oil Price Reach Over $150?
In Foord's recent 'What's in store for 2024' webinar, portfolio manager Ishreth Hassen shared his perspective on the potential for oil prices to exceed $150 by the end of 2024. He emphasised the necessity of…
12 Dec 2023
Will The Gold Price Hit $3000 Or More?
In our recent 'What's in store for 2024' webinar, portfolio manager Rashaad Tayob discussed the role of gold as a crucial component in a diversified portfolio, particularly as a long-term hedge against inflation. He…
08 Dec 2023
Talking Politics: 2024 National Election
Foord Asset Management portfolio manager, Nancy Hossack, provides an insightful analysis of the current political landscape in South Africa. She draws from recent by-election data and voter trends, and touches on…
07 Dec 2023
Markets in a Nutshell — For November 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.
07 Dec 2023
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…
30 Nov 2023
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…
07 Nov 2023
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.
07 Nov 2023
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.
02 Nov 2023
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…
01 Nov 2023
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.
30 Oct 2023
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.