Shows / Foord Asset Management
Episodes
Foord Asset ManagementGeopolitical changes in Asia
European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether…
Foord Asset ManagementChina - why we are cautiously optimistic
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…
Foord Asset ManagementA South African and global overview of market movements for December 2022
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for December 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements
Foord Asset ManagementIs export driving investment throughout Asia?
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?
Foord Asset ManagementA South African and global overview of market movements for November 2022
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for November 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements https://foord.co.za/
Foord Asset ManagementFoord Income Funds: 4 tenets we invest by
In this podcast, Linda Eedes unpacks the investment philosophy of the Foord income funds with portfolio managers Rashaad Tayob and Farzana Bayat.
Foord Asset ManagementMPC Nov 2022 Rate Hike
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…
Foord Asset ManagementAt the mercy of the mighty Dollar
In this podcast, Linda Eedes, investment executive at Foord, discusses the recent movements of the rand.
Foord Asset ManagementWhy the US labour market is hotter than ever
Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.
Foord Asset ManagementHow to think about risk in the current inflationary environment
Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.
Foord Asset ManagementIs There a 4th Wave of Asian Growth?
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…
Foord Asset ManagementM.I.C.E UPDATE
Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.
Foord Asset ManagementA South African and global overview of market movements for October 2022
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for October 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementIs there a common Asian identity?
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 discusses the…
Foord Asset ManagementThe Asian Renaissance
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 West.
Foord Asset ManagementA South African and global overview of market movements for September 2022
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for September 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for August 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA South African and global overview of market movements for August 2022
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA global overview of market movements for July 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA South African and global overview of market movements for July 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementRetail - feeling the pinch
Equity analyst Dhersan Chetty talks about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike in South…
Foord Asset ManagementSA Politics - Implications of recent voting trends
Portfolio manager Nancy Hossack talks recent voting trends and the implications of potential outcomes with Linda Eedes.
Foord Asset ManagementFoord Equity Fund - what are the stocks and themes impacting Foord's thinking? - July 2022
Linda Eedes talks to portfolio manager, Wim Murray
Foord Asset ManagementFoord's multi-asset class views - July 2022
Linda Eedes talks to portfolio manager, Nick Balkin
Foord Asset ManagementA global overview of market movements for June 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.
Foord Asset ManagementA South African and global overview of market movements for June 2022
'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.