Foord Asset Management
Episodes
Bracing for Budget 2023 and a grey listing decision
21 Feb 2023
Contributed by Lukas
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 verdic...
The FED versus the Market. Who will be proved right in 2023?
20 Feb 2023
Contributed by Lukas
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 ...
Is Asia decreasing its dependence on the US dollar?
15 Feb 2023
Contributed by Lukas
Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.
A South African and global overview of market movements for January 2023
03 Feb 2023
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for January 2023
03 Feb 2023
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Geopolitical changes in Asia
01 Feb 2023
Contributed by Lukas
European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or wheth...
China - why we are cautiously optimistic
30 Jan 2023
Contributed by Lukas
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...
A South African and global overview of market movements for December 2022
11 Jan 2023
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for December 2022
11 Jan 2023
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements
Is export driving investment throughout Asia?
06 Jan 2023
Contributed by Lukas
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?...
A South African and global overview of market movements for November 2022
08 Dec 2022
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for November 2022
07 Dec 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements https://foord.co.za/
Foord Income Funds: 4 tenets we invest by
02 Dec 2022
Contributed by Lukas
In this podcast, Linda Eedes unpacks the investment philosophy of the Foord income funds with portfolio managers Rashaad Tayob and Farzana Bayat.
MPC Nov 2022 Rate Hike
29 Nov 2022
Contributed by Lukas
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 ...
At the mercy of the mighty Dollar
25 Nov 2022
Contributed by Lukas
In this podcast, Linda Eedes, investment executive at Foord, discusses the recent movements of the rand.
Why the US labour market is hotter than ever
25 Nov 2022
Contributed by Lukas
Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.
How to think about risk in the current inflationary environment
25 Nov 2022
Contributed by Lukas
Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.
Is There a 4th Wave of Asian Growth?
24 Nov 2022
Contributed by Lukas
In this podcast, Foord Asset Management’s Portfolio Manager, Brian Arcese and Dr Khanna discusses interesting areas to look at in the Asian countrie...
M.I.C.E UPDATE
23 Nov 2022
Contributed by Lukas
Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk...
A South African and global overview of market movements for October 2022
03 Nov 2022
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for October 2022
03 Nov 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Is there a common Asian identity?
01 Nov 2022
Contributed by Lukas
In this podcast Dr Khanna discusses whether there is a common Asian identity or if a nationalistic identity is more important in Asia. He also discuss...
The Asian Renaissance
24 Oct 2022
Contributed by Lukas
In this podcast, Dr Khanna discusses the definition of the Asia system as well as the new rise of Asia versus the return of Asia both in the East and ...
A South African and global overview of market movements for September 2022
05 Oct 2022
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for September 2022
05 Oct 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for August 2022
07 Sep 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
A South African and global overview of market movements for August 2022
07 Sep 2022
Contributed by Lukas
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
A global overview of market movements for July 2022
03 Aug 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
A South African and global overview of market movements for July 2022
03 Aug 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Retail - feeling the pinch
26 Jul 2022
Contributed by Lukas
Equity analyst Dhersan Chetty talks about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike...
SA Politics - Implications of recent voting trends
26 Jul 2022
Contributed by Lukas
Portfolio manager Nancy Hossack talks recent voting trends and the implications of potential outcomes with Linda Eedes.
Foord Equity Fund - what are the stocks and themes impacting Foord's thinking? - July 2022
18 Jul 2022
Contributed by Lukas
Linda Eedes talks to portfolio manager, Wim Murray
Foord's multi-asset class views - July 2022
18 Jul 2022
Contributed by Lukas
Linda Eedes talks to portfolio manager, Nick Balkin
A global overview of market movements for June 2022
08 Jul 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
A South African and global overview of market movements for June 2022
08 Jul 2022
Contributed by Lukas
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.