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Videos and Podcasts

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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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04 Aug 2022

Foord's approach to Portfolio Construction

Foord has two key attributes that help navigate the environment and remain focussed on long-term value creation. One is our multi-councellor approach. The other is portfolio construction as a risk management tool.…

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03 Aug 2022

MARKETS IN A NUTSHELL - JULY 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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03 Aug 2022

MARKETS IN A NUTSHELL - JULY 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.

Listen now
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