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.

In this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide interesting perspective on Asian markets.

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.