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27 Jul 2023

Foord MIND OF THE MANAGER

Linda Eedes and multiple-counsellor managers on the Foord Equity Fund, Nancy Hossack and Wim Murray, discuss Foord’s top down and bottom-up investment thinking to expose where they feel the risks lurk and the opportunities lie in the South African equity landscape.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

Insights

24 Jul 2026

Markets in a Nutshell — AI Mania, Inflation and the real test for investors

In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.

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24 Jul 2026

AI: Opportunity with Caution

In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market…

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