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.