Videos
21 Feb 2023
Opportunities Across the Asset Classes
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…
17 Feb 2023
The Fed vs the Market. Who Will be Proved Right in 2023?
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…
24 Jan 2023
China - Why We Are Cautiously Optimistic
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.
22 Nov 2022
Foord Global Equity Fund Q3 2022 Commentary
Portfolio manager, JC Xue provides an update on the Foord Global Equity Fund performance for Q3 2022.
22 Nov 2022
Foord Asia ex-Japan Fund Q3 2022 Commentary
JC Xue, portfolio manager on the Foord Asia Ex-Japan Fund provides an update on the fund's performance for Q3 2022.
22 Nov 2022
Foord International Fund Q3 2022 Commentary
Brian Arcese, portfolio manager on the Foord International Fund provides an update on the fund's performance through Q3 2022.
09 Nov 2022
Why the US Labour Market is Hotter than Ever
Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.
09 Nov 2022
At the Mercy of the Mighty Dollar
Linda Eedes, investment executive at Foord discusses the recent movements of the rand.
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.
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.
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.
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.