Exploiting the Disconnect - Foord’s China Experience

Portfolio Managers, Brian Arcese and J.C Xue discuss Foord's market-contrarian position on China and how this has panned out well in recent months. We believe there is a feasible runway ahead for additional returns.

4 Economic Risks for 2023

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.

Challenges and Opportunities in a Low Growth Environment

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 perspective.

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 of understanding where the markets are at so that one can be prepared for these inflection points.

Bracing for Budget 2023 and a Grey Listing Decision

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 Manager Rashaad Tayob about Foord's expectations and the implications both mean for the economy, the market and all South Africans.

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 market is seeing rate cuts by the end of the year. Rashaad discusses this gap between the Fed and market expectations.

MARKETS IN A NUTSHELL - JANUARY 2023

On 22 January, Foord Singapore ushered in Chinese New Year as the Year of the Tiger gave way to the Year of the Rabbit. Traditionally, the tiger embodies courage, strength and resilience — as it turned out, all qualities investors needed in abundance to survive the turbulent markets of 2022. In contrast, the rabbit is a symbol of longevity, peace and prosperity.

MARKETS IN A NUTSHELL - JANUARY 2023

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

Nick Balkin appointed Foord South Africa Chief Investment Officer

Nick Balkin appointed Foord South Africa Chief Investment Officer

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.