Podcasts

Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues…

Foord fixed income portfolio managers Rashaad Tayob and Farzana Bayat talk to Linda Eedes about the US banking crisis. After a steady rise in inflation and interest rates over the past year, US banks continue to…

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

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.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

It is imperative to consider macro economics and the potential risks we face as investors. In this video, Linda Eedes highlights four economic risks we are concerned about for 2023.

In this video Linda Eedes and Mike Townshend unpack the South African economic landscape in order to understand where we are finding opportunities within the local market and the challenges we face from an economic…

Linda Eedes talks with Nick Balkin, CIO of Foord SA and Portfolio Manager on our multi asset funds. Amongst other things, in this video Nick discusses what shifts have occurred in the portfolios and the importance…

It's a big week for South Africa as Finance Minister Enoch Godongwana delivers Budget 2023 and the Financial Action Task Force hands down their verdict on South Africa's grey listing. Linda Eedes talks to Portfolio…

Linda Eedes talks to portfolio manager Rashaad Tayob about the Fed and the market being at odds with one another. The Fed believes it will be able to maintain rates at a high level for a long period of time. The…

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

Brian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.