Shows / Foord Asset Management
Episodes
Foord Asset ManagementFoord International Fund | Q4 2023 Quarterly Conversations
Multiple-counsellor portfolio manager on the Foord International Fund, Brian Arcese talks to investment professional, Lind Eedes about the fund’s performance…
Foord Asset ManagementFoord Fixed Income Fund | Q4 2023 Quarterly Conversations
Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q4 2023, what’s happening in the…
Foord Asset ManagementSouth African Equity | Q4 2023 Quarterly Conversations
Linda Eedes talks to portfolio manager Wim Murray about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is…
Foord Asset ManagementMulti Asset | Q4 2023 Quarterly Conversations
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…
Foord Asset ManagementFoord Asia ex-Japan Fund | Q4 2023 Quarterly Conversations
Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q4 2023 and how Foord Asset Management navigates complex market…
Foord Asset ManagementA Global Overview of Market Movements for January 2024
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…
Foord Asset ManagementFoord Global Equity Fund | Q4 2023 Quarterly Conversations
Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q4 2023.
Foord Asset ManagementFoord-Hassen Shariah Fund | Q4 2023 Quarterly Conversations
Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q4 2023.
Foord Asset ManagementFoord Insights | How ESG is Changing the Investment Landscape
Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and…
Foord Asset ManagementFoord Insights | Light On Resources - Why Foord Remains Underweight
Portfolio manager Mike Townshend offers insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light…
Foord Asset ManagementFoord Insights | Inflation - The Long Road Back To 2%
In this podcast, portfolio manager Farzana Bayat and investment professional Linda Eedes explore the prospects of inflation returning to the targeted 2% level…
Foord Asset ManagementFoord Insights | Geopolitical Dynamics - The West Versus The Rest
Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing…
Foord Asset ManagementFoord Insights | Thematic Investing - Creating Opportunities For Forward Thinking Investors
In this podcast, South Africa CIO Nick Balkin joined Linda Eedes to discuss the art of identifying impactful investment themes. Nick reveals the key to success…
Foord Asset ManagementFoord Insights | Property - The Hybrid Asset That Triggers Strong Views
Join portfolio manager, Wim Murray and investment professional Linda Eedes, in a discussion about property — an often overlooked asset class. Sharing the…
Foord Asset ManagementA Global Overview of Market Movements for December 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…
Foord Asset ManagementA Global Overview of Market Movements for November 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…
Foord Asset ManagementFoord Insights | Choosing Potential Over Perfection in ESG Investing
Foord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique approach in…
Foord Asset ManagementFoord Insights | How Foord Finds Value in Artificial Intelligence
In this podcast, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial…
Foord Asset ManagementA Global Overview of Market Movements for 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…
Foord Asset ManagementQuarterly Conversations Q3 2023 | 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…
Foord Asset ManagementQuarterly Conversations Q3 2023 | 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.
Foord Asset ManagementQuarterly Conversations Q3 2023 | 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…
Foord Asset ManagementQuarterly Conversations Q3 2023 | South African Equity
Linda Eedes talks to Foord's Portfolio Manager Wim Murray about how Foord’s SA equity have performed, what’s happening in the market and how Foord is…
Foord Asset ManagementQuarterly Conversations Q3 2023 | Multi Asset
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…
Foord Asset ManagementA Global Overview of Market Movements 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…
Foord Asset ManagementFoord-Hassen Shariah Equity Fund Q3 2023 Commentary
Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q3 2023.
Foord Asset ManagementFoord Asia ex-Japan Fund Q3 2023 Commentary
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s performance…
Foord Asset ManagementFoord Global Equity Fund Q3 2023 Commentary
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance…
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q3 2023 Commentary
Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q3…
Foord Asset ManagementFoord International Fund Q3 2023 Commentary
Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q3 2023.
Foord Asset ManagementA Global Overview of Market Movements for August 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…
Foord Asset ManagementA Global Overview of Market Movements for 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…
Foord Asset ManagementFoord-Hassen Shariah Equity Fund Q2 2023 Commentary
Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q2 2023.
Foord Asset ManagementFoord Asia ex-Japan Fund Q2 2023 Commentary
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s performance…
Foord Asset ManagementFoord Global Equity Fund Q2 2023 Commentary
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance…
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q2 2023 Commentary
Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q2…
Foord Asset ManagementFoord International Fund Q2 2023 Commentary
Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q2 2023.
Foord Asset ManagementA global overview of market movements for 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…
Foord Asset ManagementThe demise 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…
Foord Asset Management3 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…
Foord Asset ManagementA global overview of market movements for May 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementThe 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…
Foord Asset ManagementSA 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 -…
Foord Asset ManagementA global overview of market movements for April 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementFoord International Fund Q1 2023 Commentary
Brian Arcese, portfolio manager on the Foord International Fund, provides an update on the fund's performance through Q1 2023.
Foord Asset ManagementFoord Global Equity Fund Q1 2023 Commentary
Ishreth Hassen, head of research and portfolio manager on the Foord Global Equity Fund, provides an update on the fund's performance through Q1 2023.
Foord Asset ManagementFoord Global Equity Australia Feeder Fund Q1 2023 Commentary
Brian Arcese, portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund's performance through Q1 2023.
Foord Asset ManagementFoord Asia Ex-Japan Fund Q1 2023 Commentary
Ishreth Hassen, head of research and portfolio manager on the Foord Asia Ex-Japan Fund, provides an update on the fund's performance through Q1 2023.
Foord Asset ManagementA global overview of market movements for March 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…
Foord Asset ManagementWhat is a technocratic government?
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…
Foord Asset Management4 Economic Risks for 2023
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…
Foord Asset ManagementChallenges and opportunities in a low growth environment
In this episode, Linda Eedes and Mike Townshend unpack the South African economic landscape in order to understand where we are finding opportunities within…
Foord Asset ManagementA South African and global overview of market movements for February 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for February 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements
Foord Asset ManagementOpportunities across the asset classes
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…
Foord Asset ManagementBracing for Budget 2023 and a grey listing decision
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…
Foord Asset ManagementThe FED versus the Market. Who will be proved right in 2023?
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…
Foord Asset ManagementIs Asia decreasing its dependence on the US dollar?
Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.
Foord Asset ManagementA South African and global overview of market movements for January 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for January 2023
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.