Foord Asset Management: Recent Episodes
Foord Asset Management
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) - Liquidity issues from a smaller opportunity set
(05:33) - Allocation of research responsibilities within the team
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 reacting negatively
(05:00) - Impact of NHI bill signing on the timeline for implementation
(08:52) - Potential outcomes if section 33 of NHI Act remains
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 interest in Anglo American
(03:07) - Possibility of BHP revisiting its bid for Anglo American in the future
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
(04:39) - Gold as a monetary asset
(05:35) - Bitcoin as digital 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 selection and valuation
(01:25) - Identifying quality companies
(03:52) - Assessing management teams
(08:24) - Finding growth in industries independent of overall economy
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.
Foord Singapore Chief Investment Officer, Dave Foord, shares the reasoning behind Foord's expansion into Asia back in 2012 and provides an analysis of global investment trends and the performance of the Foord International Fund and Foord Flexible Fund of Funds.
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.
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 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.
Multiple-counsellor portfolio manager on the Foord International Fund, Brian Arcese talks to investment professional, Lind Eedes about the fund’s performance in 2023 and how it is positioned going forward.
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 market and how Foord is positioned going forward.
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 positioned going forward.
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.
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 conditions.
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, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q4 2023.
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.
Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and addresses common questions about its role in contemporary investment strategies and how Foord Asset Management is navigating this transition without compromising growth or ethical standards.
Portfolio manager Mike Townshend offers insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the sector and their impact on market trends.
In this podcast, portfolio manager Farzana Bayat and investment professional Linda Eedes explore the prospects of inflation returning to the targeted 2% level. They examine various factors and events that could influence inflation rates. And discuss the impact of these fluctuations on the market.
Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing particularly on the interplay between the West and the rest. Rashaad highlights the significant role Asia has played in driving global economic growth over recent decades, while also noting the substantial contribution of the technology sector in Western nations to this growth.
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 in thematic investing and emphasised the importance of extensive reading and engaging with industry experts. He also gave further insights into what to look out for when looking at themes.
Join portfolio manager, Wim Murray and investment professional Linda Eedes, in a discussion about property — an often overlooked asset class. Sharing the nuances of property investments, Wim sheds light on the traditional perception of real estate as a stable income source. However, the past five years have challenged this view due to fluctuating macroeconomic factors.
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 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.
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 incorporating ESG factors and principles into our investment process over the past four decades.
In this podcast, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial Intelligence (AI) in business and investment. They discuss AI's role in enhancing productivity, its integration into various industries and the future of AI in shaping investment strategies.
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.
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 and how Foord is positioned going forward.
Linda Eedes talks to Portfolio Manager, Rashaad Tayob about M.I.C.E. framework, a useful gauge Foord uses to consider the macro landscape.
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 forward.
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 positioned going forward.
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.
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.
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.
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 through Q3 2023.
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance through Q3 2023.
Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q3 2023.
Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q3 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 playing out and how Foord is positioned as a result.
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, how we see things playing out and how Foord is positioned as a result.
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.
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 through Q2 2023.
Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s performance through Q2 2023.
Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance through Q2 2023.
Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q2 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, how we see things playing out and how Foord is positioned as a result.
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 potential demise? And what could it be replaced with - the yuan, gold, bitcoin or even a BRICS currency? Foord South Africa CIO Nick Balkin and portfolio manager Rashaad Tayob share their thoughts with Linda Eedes.
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 and wage price inflation. Linda Eedes, discusses these in detail.
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
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 interest rates over the past year, US banks continue to bleed deposits. What does this mean for SA banking and our fragile economy?
Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equities - the global companies which are listed in SA with revenues from around the world, the domestically focused businesses which are tied to the local economic cycle (SA Inc.) and resources which are tied to the commodity cycle - and what presents the best opportunities for South African investors.
‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.
Brian Arcese, portfolio manager on the Foord International Fund, provides an update on the fund's performance through Q1 2023.
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.
Brian Arcese, portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund's performance through Q1 2023.
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.
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 video, Mike Townshend unpacks the South African economic landscape in order to understand where we are finding opportunities within the SA market. At the same time he also discusses why we have had challenges 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
Book Review by Yim Yi Xiang. This book is a consolidation of reports from 2002 to 2014 highlighting the various models used by portfolio managers to identify risks and opportunities across the capital cycle.
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?
Listen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the isiZulu version.
You can also listen and read along here - https://bit.ly/3FrsEUr.
foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement
Listen to Foord’s second children’s book, ‘Little by little’. The book shares another very important lesson—that saving and investing takes time, and lots and lots of patience.
You can also listen and read along here - https://bit.ly/3FQBM6v.
foordassetmanagement #teachyourchildtoinvest #financialliteracy
Listen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the isiXhosa version.
You can also listen and read along here https://bit.ly/3Ps9AtG.
foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement
Listen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the Afrikaans version.
You can also listen and read along here - https://bit.ly/3UXljlo.
foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement
Listen to Foord’s first children’s book, ‘More than enough’. It’s a story about acorns and why our squirrel family collects them—to eat, to enjoy, to share, to save and to grow for the years to come. It’s been translated from English into Afrikaans, isiXhosa and isiZulu. This is the English version.
You can also listen and read along here - https://bit.ly/3iZi3sk.
foordassetmanagement #teachyourchildtoinvest #financialliteracy #morethanenough #foordassetmanagement
Linda Eedes gives a brief overview of the book, Doom: the Politics of Catastrophe. A masterful storyteller, Niall Ferguson suggests that as a species, we calibrate risk, often causing the outcome to be far worse. The book was written during Covid and the references are fascinating.
‘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, 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.
Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.
‘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 whether there is a common Asian identity or if a nationalistic identity is more important in Asia. He also discusses the importance of China both economically and geo-politically to the region.
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.
‘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.
'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.
'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.
Equity analyst Dhersan Chetty talks about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike in South Africa.
Portfolio manager Nancy Hossack talks recent voting trends and the implications of potential outcomes with Linda Eedes.
'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.