Foord Asset Management

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from October. Linda breaks down the US market dynamics, gold’s record-breaking run and China’s new policies to tackle property market woes and stimulate consumer demand.

In this episode, investment professional Linda Eedes and portfolio manager Wim Murray discuss the latest developments in the South African equity market, covering the impact of the government of national unity, energy crisis, China's influence, and interest rate cuts. Wim shares insights on navigating this evolving landscape and identifying the most promising sectors and stocks for investors. (00:...

In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotlight. Linda explains these game-changing developments, including the People's Bank's move to boost liquidity and support equity markets, and the Fed's long-awaited interest rate cuts in the US. From China's fiscal stimulus to the broader impact on global eq...

With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provides valuable insight on the forces shaping economies and markets today. This is a must listen conversation with Dave Foord and Linda Eedes. (02:08) - What gives investors the edge today? (08:57) - Lesson learned of a forward thinking investor (10:11)...

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes covers the global market shifts in August, from early turbulence to a rebound sparked by Fed signals. She discusses gold’s record highs, gains in fixed income markets, and how Foord Asset Management is strategically positioned to navigate these changes.

Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space. (00:06) - Introduction to interest rates (00:46) - Global Interest Rate Trends (02:13) - Explanation of Term Premium (03:05) - South Africa's Interest Rate Context (04:01) - Economic Growth and the Government of National Unity (07:35) - Inflation...

Investment professional Linda Eedes and Chief Investment Officer Nick Balkin discuss how Trump’s potential return can influence investment decisions, both locally and globally. (00:05) - Introduction to the SA investment landscape and the impact of US elections (01:40) - Discussion of the positive outcome of SA elections (03:00) - Factors that foreign investors are looking for in SA (05:37) - The...

Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity market. (00:06) - Introduction to Government of National Unity (GNU) (01:44) - Factors needed for growth (04:02) - Expectations around interest rate cuts (08:48) - Implementation of the two pot pension system (10:08) - Overview of portfolio change...

With July being a pivotal month for the US market, investment professional Linda Eedes discuss the impacts of Joe Biden withdrawing from the presidential race and how the tech stocks have stumbled as a result. With the feds hinting at future rate cuts, she further analysed the market and the potential vulnerabilities that it might face. (00:07) - Overview of the markets (00:30) - Biden’s withdrawa...

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.

In this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly. (00:43) - Shrinking number of companies listed on the JSE (01:40) - The structural and cyclical elements to the shrinking JSE (02:30) - Impact on Foord’s multi-asset portfolio construction (04:40)...

Investment professional Linda Eedes came together with investment analyst Dhersan Chetty to discuss the recent National Health Insurance bill signed into law by President Ramaphosa. They uncover the promises and challenges of the NHI, exploring its impact on the South African healthcare system and the broader economy. (01:12) - Process of bill signed into law (03:46) - Why the private sector is re...

Portfolio manager Mike Townshend and investment professional Linda Eedes sat down to discuss the latest developments in the resources industry. They explore the dynamic interplay between Anglo American and BHP Billiton and the evolving landscape of major mining companies and what these changes mean for investors. (00:35) - Recent developments between Anglo American and BHP Billiton (01:52) - BHP’s...

Investment professional Linda Eedes talks to portfolio manager, Rashaad Tayob about the resilience of gold in 2024. The conversation dives into the unexpected simultaneous rise of gold and US equity markets, the ongoing fiscal challenges facing the US, and the enduring value of gold as a monetary asset. (00:59) - Prediction for gold in 2024 (02:56) - Correlation between US equity markets and gold...

Despite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of multinational and local companies. Learn about identifying high-quality companies, assessing management teams and spotting structural growth opportunities. (00:11) - Introduction to South African Equity (00:57) - Top down and bottom up approach to stock s...

Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Africa’s current economic environment.

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.

Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q1 2024 and how Foord Asset Management navigates complex market conditions.

In this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide interesting perspective on Asian markets.

Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q1 2024.

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q1 2024, what’s happening in the market and how Foord is positioned going forward.

Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q1 2024.

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.

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.