Markets in a Nutshell — October 2023

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.

Quarterly Conversations Q3 2003 I Fixed Income

Linda Eedes talks to Foord’s Portfolio Manager Farzana Bayat and Rashaad Tayob about how Foord’s fixed income have performed, what’s happening in the market and how Foord is positioned going forward.

Foord International Fund — A Fund For All Seasons

The Foord International Fund aims to achieve meaningful, inflation-beating US dollar returns from a conservatively managed, best-investment-view portfolio. In this presentation, portfolio manager Brian Arcese references the fund’s 25-year track record of safeguarding investor capital during bouts of market turbulence and discusses the layers of protection built into the fund to deal with a likely US economic recession in 2024. On the flip side, the fund has ample liquidity to buy attractive investments as they become cheaper to set up returns for the next investment cycle.

Quarterly Conversations Q3 2003 I M.I.C.E Update

Linda Eedes talks to Portfolio Manager, Rashaad Tayob about M.I.C.E. framework, a useful gauge Foord uses to consider the macro landscape.

Quarterly Conversations Q3 2003 I Foord Flexible Fund of Funds

Linda Eedes talks to Dave Foord about how the Foord Flexible Fund of Funds has performed, what’s happening in the market and how Foord is positioned going forward.

Quarterly Conversations Q3 2023 I South African Equity

Linda Eedes talks to Foord's Portfolio Manager Wim Murray about how Foord’s SA equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Quarterly Conversations Q3 2023 I Multi-Asset

"Q3 of 2023 was certainly an interesting quarter for any fund looking at various asset classes" says Linda Eedes, CFA in Foord's multi-asset quarterly commentary podcast with Foord South Africa Chief Investment Officer Nick Balkin. Listen as they discuss performance of Foord's multi-asset strategies, what's happened in the market and how Foord is positioned going forward.

Markets in a Nutshell

Fezeka programme for gender diversity in asset management

Thematic investing — Navigating the investment landscape