Podcasts
01 Nov 2023
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.
30 Oct 2023
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.
18 Oct 2023
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.
17 Oct 2023
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…
09 Oct 2023
MARKETS IN A NUTSHELL — FOR SEPTEMBER 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.
06 Sep 2023
MARKETS IN A NUTSHELL PODCAST — AUGUST 2023
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…
08 Aug 2023
Markets in a Nutshell podcast — July 2023
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…
04 Jul 2023
MARKETS IN A NUTSHELL — JUNE 2023
In our monthly podcast, ‘Markets in a nutshell’, Brian Arcese 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…
29 Jun 2023
SA Equities: Where we see the best opportunities
Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues…
29 Jun 2023
The US Banking Crisis — What this means for SA banking
Foord fixed income portfolio managers Rashaad Tayob and Farzana Bayat talk to Linda Eedes about the US banking crisis. After a steady rise in inflation and interest rates over the past year, US banks continue to…
29 Jun 2023
3 Key Components to Assess the Trajectory of US Inflation
When looking at the outlook for inflation in the US we have to consider 3 key components. These being, the impact of commodity prices, rental prices in the US and wage price inflation. Linda Eedes, discusses these…
14 Jun 2023
The decline of the dollar — what are the alternatives?
The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with -…