Foord Asset Management

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. 

What is a technocratic government? Dr Khanna explains this term as well as the institutions that best promote the government objectives. He also covers the importance of trust and solidarity.

As investment managers we believe we are in the business of managing risk. Needless to say that as part of Foord's top-down approach to managing money we consider macroeconomics and in doing so, the economic risks we face as investors. In this podcast, Linda Eedes highlights four economic risks we are concerned about for 2023.

In this episode, 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.

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

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

Linda Eedes talks with Nick Balkin, CIO for 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.

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. 

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.

Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.

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

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

European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether economics is the only factor.

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.

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

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

In this podcast Dr Khanna discusses the asianisation of Asia. Is Asia looking at itself more in terms of whether to export, or how much stays in Asia?

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

'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements https://foord.co.za/

In this podcast, Linda Eedes unpacks the investment philosophy of the Foord income funds with portfolio managers Rashaad Tayob and Farzana Bayat.

South Africa’s interest rate hike of 75 bps this week comes as no surprise. In this podcast, Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about Foord’s interest rate expectations, future hikes, where we are on the inflation curve and how Foord is positioned as a result.

In this podcast, Linda Eedes, investment executive at Foord, discusses the recent movements of the rand.

Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.

Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.

In this podcast, Foord Asset Management’s Portfolio Manager, Brian Arcese and Dr Khanna discusses interesting areas to look at in the Asian countries, in terms of investment opportunities.