Foord Asset Management

Through history, debt has played a crucial role in fueling economic growth. In this podcast Foord founder, Dave Foord, explain how when debt is affordable and well-structured, it can be a positive driver of short-term value. However, it's important to be prepared for the challenges that arise when short-term liquidity issues turn into crisis. Stay informed with the insights from our latest podcast: https://lnkd.in/gVxWZYC6 #finance #investing #debt #liquidity

The recent Chinese market rally has been a point of contention for investors on the market's outlook. In an interview with CNBC's Street Signs Asia, Brian Arcese, CFA, Portfolio Manager at Foord Asset Management, explains why he thinks Chinese companies are attractive even after the recent market rally: https://lnkd.in/geKHeKTF #finance #investing #China #marketoutlook #asia

Vietnam has shown strong growth in spite of the devastation of Typhoon Yagi, and the market is attracting a promising flow of foreign investments. Brian Arcese, Portfolio Manager at Foord Asset Management, guest-hosted on CNBC's Street Signs Asia earlier this morning and spoke with Adam Ahmad Samdin of Oxford Economics on the long-term investment outlook for Vietnam: https://lnkd.in/gD-vQDPC #finance #investing #asia #vietnam #investments

September was a dynamic month in global markets, with Chinese stocks taking the spotlight. In our latest episode of “Markets in a Nutshell,” Linda Eedes, CFA discusses the standout performance of Chinese equities in September 2024, with the MSCI China Index surging 24% on the back of powerful stimulus measures. Linda breaks down the People's Bank of China's actions, including liquidity boosts and support for equity markets, alongside the Fed's long-anticipated interest rate cuts in the US. She also explores the broader impact on global markets, particularly for South African investors, with insights into resources, the US Dollar, oil prices, and gold. Join us for a quick yet comprehensive recap, and stay ahead of the curve: https://lnkd.in/ea6RHM-5 Also available on Apple Podcasts: https://lnkd.in/eqkMthbb #finance #investing #marketinsights #assetmanagement

Foord CIO, Nick Balkin recently had the opportunity to speak with Alec Hogg from BizNewsTV about Foord's investment philosophy. He highlighted how it has never been a focus of Foord to shout from the mountaintops about what's going on, but rather to serve investors and ensure their returns are the best that they can offer. At the heart of our strategy is a deep understanding of cash flow sustainability and the long-term potential of the companies we invest in. Watch the full video to find out how we focus on creating enduring value for our investors: https://lnkd.in/gDU8HH6G #finance #investing #investment #philosophy

As the US braces itself for a leadership showdown, we're looking beyond the ballot to decode the real game-changers in the global economic arena. Join Foord Singapore portfolio managers Brian Arcese, CFA and Ishreth Hassen for an eye-opening session as they discuss the macroeconomic trends that may play out over the next four years, and the implications for Foord’s global investment strategy:  https://lnkd.in/gchkREAC #finance #investing #elections #unitedstates

In this must-listen podcast, Foord Asset Management founder Dave Foord and investment professional Linda Eedes, CFA discuss milestone shifts in the investment landscape over the past five decades and the forces moving markets and economies in the world today. From AI to debt, crypto to inflation, a new world order to the future of the US dollar, this is a masterclass in what it means to spend 'time in the markets'. Listen to the podcast here: https://lnkd.in/gW87YDKE #finance #investing #crypto #debt #asia #inflation

In a recent discussion, Chief Investment Officer Nick Balkin came together with Mteto Nyati to shed light on Eskom Holdings SOC Ltd's challenges, emphasising that the core issue wasn't the aging power plants. Instead, the key was understanding the perspectives of those on the ground. By listening to the people doing the work, Eskom discovered that with the right maintenance and approach, even aging infrastructure can continue to perform effectively. It's a reminder that redefining problems starts with hearing from those directly involved. Watch the full video for deeper insights into Eskom’s challenges and solutions: https://lnkd.in/gsJqU-vA #finance #investing #energy #infrastructure #sustainability

In an interview with ausbiz, hosted by Andrew Geoghegan, Brian Arcese, CFA discussed the importance of building a defensive portfolio in today’s volatile market. He highlighted stocks like Logista (BME: LOG) and WHSmith (LON: SMWH) as stable investments with growth potential and expressed optimism about undervalued Hong Kong mall operators like Wharf Real Estate. Brian emphasized focusing on sectors that offer both stability and growth, citing Nvidia’s recent decline as a lesson in overvaluation. Watch the full video for deeper insights and expert strategies: https://lnkd.in/grT5ESwT #investing #finance #investmentstrategy #esg

In our latest episode of “Markets in a Nutshell,” Linda Eedes, CFA discusses how August's turbulent start for global equity markets — triggered by disappointing US data and Japan's rate hike — evolved into a more positive month. Despite early sell-offs, the S&P 100 and broader equity markets rebounded following Fed Chair Jerome Powell's signals of imminent rate cuts. Gold reached record highs and fixed income markets saw gains. Linda explains how disciplined investors can seize opportunities in this volatile environment and how Foord Asset Management's diversified approach is built to navigate these uncertain times. Listen to the full podcast for an in-depth market analysis: https://lnkd.in/gGYdZp6E Also available on Apple Podcasts: https://lnkd.in/giAPsHbA #finance #investing #marketinsights #assetmanagement