Foord Asset Management

As fears of a US recession recede, we've seen a strong rally across Asian markets. The positive momentum in the market was fueled by stronger-than-expected US retail sales data and robust earnings from Walmart, which boosted investor confidence. Portfolio manager, Brian Arcese, CFA, recently had the opportunity to share his thoughts with Arjun Neil Alim of Financial Times and highlighted the importance of remaining cautious and where he finds better value in. Read the full article to find out which sectors Brian believes there is better value in: https://lnkd.in/gtpgmbpN #finance #investing #economy #asia #recession #inflation

While the uncertainties surrounding the Fed fund rate path and appreciation of the Yen can be daunting for investors, Brian Arcese, CFA, Portfolio Manager at Foord Asset Management, believes volatility can also create opportunities. Catch the full discussion from this morning with Brian and BFM 89.9 - The Business Station hosts Shazana M., Shou Ning Wong and Philip See where he shares his views on the international markets: https://lnkd.in/g3SbQMiG #finance #investing #yen #japan #interestrate

In a recent article by CNA, Melody Chan reported that China is aiming to become the world leader in AI by 2030, with significant progress already made in developing AI tools and applications. However, geopolitical tensions, especially with the U.S., pose a challenge for China, particularly in acquiring advanced AI chips. Portfolio manager Jing Cong Xue recently discussed the impacts of AI being a part of an organisation’s business model and the potential future shaped by AI advancements.   Discover more insights about AI in the full video here: https://lnkd.in/g3y_PXXs #China #AI #finance #investing #US

Join investment professional Linda Eedes, CFA and fixed income portfolio manager Farzana Bayat, as they explore the current state of interest rates, South Africa's economic prospects, and investment opportunities in the fixed income space. Discover insights into how global and local factors shape our investment strategies, with a focus on inflation-linked bonds and growth potential amid fiscal challenges. Listen to the full podcast to gain a deeper understanding of these dynamics and their impact on investment returns: https://lnkd.in/gy5PRpfg #finance #investing #fixedincome #southafrica #interestrates 

In our latest episode of “Markets in a Nutshell,” Linda Eedes, CFA discusses the change in the US market for the month of July. With Joe Biden dropping out of the presidential race, the US job market slowed sharply. She analyses how this affected the stock market and if it remains vulnerable to the correction, noting that AI has the ability to generate hefty returns. Listen to the full podcast and subscribe for more insights on what's happening in the global markets: https://lnkd.in/gByV3Kwe Also available on Apple Podcasts: https://lnkd.in/gFDRHcrT #finance #investing #capitalmarkets #assetmanagement

Did you know that higher risk investments generally offer higher returns to attract investors? Learn more about why this is so: https://lnkd.in/gseMk3Zu #finance #investing #risk #premium #investments

Join investment professional Linda Eedes, CFA and portfolio manager Michael Townshend as they explore the recent significant developments between Anglo American and BHP. They discuss the intriguing offers and strategic responses that have taken place, highlighting key moves and their implications in the resources industry. Watch the full video to uncover insights into the dynamics of these industry giants and understand the impact of their strategies on the market: https://lnkd.in/gCFHntrd #finance #investing #assetmanagement #investmentstrategies

Following the recent national elections, South African local-currency bonds have seen a significant surge in demand, fuelled by optimism surrounding the new broad coalition government and prospects for interest-rate cuts as inflation moderates.   Foord Asset Management’s fixed income portfolio manager, Farzana Bayat, sheds light on this trend, noting that the rally has trimmed over 100 basis points off yields since the election. The market’s confidence is bolstered by the inclusion of opposition parties in the new administration, tackling long-standing issues like state inefficiencies and power shortages. Read our full analysis on the implications of the SA Election and its impact on the market: https://lnkd.in/g4RgKRSb

Portfolio Managers Rashaad Tayob and Farzana Bayat recently had the pleasure to be featured in the latest edition of #EdifyEngage by Edify Fund Managers. In this article, they discuss the importance of inflation-linked bonds and their impact on the current economic landscape.   Find out more about our investment approach and philosophy at: https://lnkd.in/gHvjAwvm.

China Daily recently reported that analysts are confident that China's economy is set for steady rebound in Q2 with all the factors pointing in the right direction. With this uptrend, investors are setting their eyes on Chinese investments. Portfolio manager Jing Cong Xue recently unpacked the risks and opportunities for those who are looking to do so in a recent article. He also mentioned that the current valuations now would present a compelling entry point for long-term investors. Read for more insights on investing in the Chinese space: https://lnkd.in/dKjSbX-B #finance #investing #China #property