Podcasts about foord asset management

Stephen Grootes speaks to Rashaad Tayob, Portfolio Manager at Foord Asset Management about the potential impact of Trump's policies on global markets, and whether it will lead to a boom or bust.See omnystudio.com/listener for privacy information.

In this insightful interview, Rashaad Tayob, Portfolio Manager at Foord Asset Management, offers his outlook for 2025, highlighting key global economic trends and investment opportunities. He discusses the potential for inflation to return, driven by factors such as fiscal and monetary stimulus, supply chain disruptions, and labor market changes. Tayob also predicts that emerging markets, particularly China, could outperform in the coming years, thanks to attractive valuations and growth in sectors like green energy. He advises investors to be cautious of overvalued U.S. equities and suggests looking at defensive sectors, like utilities, and higher-yielding assets in emerging markets. Tayob also touches on South Africa's investment landscape, identifying opportunities in commodities linked to renewable energy. Overall, he encourages a diversified, balanced portfolio with an emphasis on sustainable, long-term growth and careful risk management.

As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management as to what to expect in December's FOMC and also ahead in 2025.Image Credit: shutterstock.com

In an engaging interview, Nick Balkin, CIO of Foord Asset Management, shares insights on the firm's flexible investment philosophy. Emphasising cash flow sustainability and quality companies, he advocates for a long-term approach. Balkin's pragmatic strategies provide valuable guidance for investors navigating today's complex market landscape.

This evening we look at market developments with Sasfin Wealth, talk financials with Growthpoint Properties CEO, discuss Anglo's sale of its stake in Amplats with Anchor Capital, look at what's behind the rising demand for SA bonds with Foord Asset Management and Standard Bank's chief risk officer, Thabani Ndwandwe joins the Executive Lounge to discuss what he's does in his downtime and staying motivated while being at the same company for two decades. SAfm Market Update - Podcasts and live stream

In our latest Investment Insights podcast, Anil Jugmohan, Senior Portfolio Manager, engages in a conversation with Rashaad Tayob, Portfolio Manager at Foord Asset Management. Together, they delve into the impacts of US government spending on asset prices and explore the future directions of the Fed Funds Rate, discussing how these factors shape both the US and global economies, and highlighting what investors should watch for in this dynamic landscape. LinkedIn · YouTube

Markets are expected to remain volatile as there is no certainty as to the Fed fund rate path. We ask Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management what is the investment strategy to adopt in light of this and if Japan equities remain an opportunity despite the appreciation of the Yen.Image Credit: shutterstock.com

With stock markets tanking around the world, including a 12% plunge in Japan today, things are relatively calm on the Johannesburg Stock Exchange. At times like this, a house like Foord Asset Management is a go-to source, given its top priority is “don't lose money”. Portfolio manager Nancy Hossack explains how the firm protected its clients from the wealth wipeout sweeping the globe. She spoke to BizNews editor Alec Hogg

Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting the portfolio against adverse risks. Rashaad also shares insights on how they prepare for potential future investment scenarios in an unpredictable environment. The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles. To learn more about our Flagship Fund Range, visit: nedgroupinvestments.com for more information. Learn more about our Flagship Fund Range · Stay up to date, follow us on LinkedIn. · YouTube

Although Nvidia results beat street expectations, is that enough to maintain the positive momentum in US equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management answers that question whilst also providing alternative investment strategies for those who want a more defensive portfolio.Image Credit: @jcomp / freepik.com

US has started to become expensive, trading at 21x PE, so is there still value to be found? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management gives us his perspective whilst taking a closer look at the Hong Kong and China markets.Image Credit: Shutterstock.com

NOLUTHANDO MTHONTI-MLAMBO speaks to Linda Eedes, Investment Executive, Foord Asset Management about how the National Treasury is likely to have to allocate more resources for state-owned companies (SOEs). See omnystudio.com/listener for privacy information.

US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.Image credit: Shutterstock.com

Regional stock markets underperformed this year, with the MSCI Emerging Market ASEAN index down 6% year to date. But is it time to relook at these markets? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us whilst looking at other asset classes like Bitcoin, gold and bonds.Image credit: Shutterstock.com

When seeking exposure to the energy transition, investors typically think of wind and solar farms, and hydrogen and battery production. However, elevated interest rates increase the costs of such projects, reducing their future investment returns. By looking more deeply down the value chain, with a focus on earnings and value, the best risk/reward energy transition opportunities can be found in sectors which at first seem counterintuitive, including fossil fuel production and mining. - Brian Arcese, Foord Asset Management on Portfolio Construction Forum

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, weighs in on key takeaways from US and China third-quarter earnings reports; the ongoing property crisis in China involving Country Garden and Ping An Real Estate; and expectations for China's year-on-year Q3 GDP figures.     Presented by Emaad Akhtar Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)See omnystudio.com/listener for privacy information.

We speak to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management about the impact a potential US government shutdown will have on the US and broader global economy.Image credit: Shutterstock.com

Ruperto Ancajas, Portfolio Specialist at Foord Asset Management discusses some approaches parents and teachers can take to help children to better appreciate the value of money as digital payments get more prevalent and money transactions become more "invisible".See omnystudio.com/listener for privacy information.

US markets have dropped for 3 consecutive days, even with the quarter earnings reports beating most street estimates. Are investors cashing out from the US markets, sensibly taking profits? We speak with Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management on the blip in the US markets and whether it is just a healthy correction, and will rebound for the rest of 2023?Image by: Shutterstock

Investors need to wrap their heads around the fact that expecting dramatic positive outcomes over shorter time horizons comes with a lot of risk of getting things wrong: Foord Asset Management investment professional Linda Eedes.

High inflation has changed the way many investors manage their portfolios. So which companies and sectors are providing a hedge against inflationary pressures - and where does gold and real estate fit into it?Brian Arcese, portfolio manager at Foord Asset Management, tells Sean Aylmer why investors hoping for an inflationary peak and trough rather than a long-term high might need to have a re-think.This is general information only, and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Despite a debt crisis averted, where are markets heading? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management warns that markets may actually be heading for a correction as valuations are expensive whilst technology is a crowded trade.Image by: Shutterstock

US Tech stocks have been riding high with Nasdaq growing 17% YTD. But don't forget to pay attention to Asia. Listen to Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management's views on Asian markets, in particular the consumer and banking sectors.Image by: Shutterstock

Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management discusses if low volatility should be a concern, as well as how markets are pricing in the better than expected China Q1 GDP at 4.5%.See omnystudio.com/listener for privacy information.

Financial literacy is the knowledge of how money works in the world and it is a core life skill for everyone. As they always say “Start them young”. But what is the right age to teach our children about the concept of money?  On Mind Your Business, Rachel Kelly and Lynn-Lee Foo speak with Ruperto Ancajas, Portfolio Specialist at Foord Asset Management on more about teaching our children about money matters from a young age, to ensure that they make responsible and informed financial decisions when they are older.  This podcast is produced and edited by Anthea Ng (nganthea@sph.com.sg)See omnystudio.com/listener for privacy information.

Analysts have been reluctant to cut earnings estimates but with margin compression and a slowing economy, this may be inevitable. What does this mean for equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us. Image credit: Shutterstock

Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management discusses if the bounce in Chinese markets can be sustained amid unhappiness over Covid-19 restrictions and how the government's messaging is changing. He also previews how US non-farm payrolls out on Friday will steer market sentiment.See omnystudio.com/listener for privacy information.

The US released better than expected inflation figures of 7.7% thus causing markets to rally but is this sustainable? Brian Arcese, Portfolio Manager & Equity Analyst of Foord Asset Management answers that question. We also ponder if the new headwind is the earnings compression and if that has been priced in yet.Image credit: Shutterstock

Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management, discusses companies have been coping with inflationary pressures, and how investors can navigate the backdrop of rising costs and rates.See omnystudio.com/listener for privacy information.

In this episode, we catch up again with Dave Foord, Founder and CIO of Foord Asset Management. Dave comments on the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines they have had to navigate since inception and how his early investment experience benefitted him in doing so. He also discusses how volatility creates opportunities to invest, the importance of skillful asset allocation, optimal diversification and stewardship in generating inflation beating returns while protecting investor’s capital. LinkedIn · YouTube

In this episode, we catch up again with Dave Foord, Founder and CIO of Foord Asset Management. Dave comments on the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines they have had to navigate since inception and how his early investment experience benefitted him in doing so. He also discusses how volatility creates opportunities to invest, the importance of skillful asset allocation, optimal diversification and stewardship in generating inflation beating returns while protecting investor's capital.

How does one position for long term inflation? What are the asset classes and also sectors that will outperform in the long term in such an environment? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management gives us some ideas.

How does one position for long term inflation? What are the asset classes and also sectors that will outperform in the long term in such an environment? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management gives us some ideas.

With inflation at 8.5% but data points suggesting a slower economy, will the Federal Reserve take on a more dovish tone? Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us his expectations.

Richard Lawrence is the founder of Overlook Investments and one of the best investors in Asian equities over the last three decades. Richard founded Overlook Investments in Hong Kong in 1991 and the fund has since then beat the market by 6.5 percentage points per year. At the time of recording, June 10th, 2022, Overlook held more than USD 6 billion in assets.—————————————We discuss Richard's book "The Model", with his best lessons from bear markets, Overlook's successful investment philosophy, his thoughts on investing in China, and the art of selling. A must-listen for every fund manager and private investor aiming to outperform the market over the longer term.—————————————A special thanks to our friends at Next Gen Investors Endowment and Daniel Phua at Foord Asset Management for connecting us with Richard Lawrence. —————————————We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter.—————————————Episode Chapters(00:00) Intro by Eddie & Niklas(03:19) Life journey of Richard Lawrence(09:48) Bear market lessons and personality traits(20:51) Philosophy and inspiration of Overlook Investments(36:42) Investing in China from 1985 to 2022(48:18) The success of TSMC(51:39) The art of selling(55:33) Legal cap on subscriptions(1:01:51) The outlook of Overlook Investments(1:03:35) Overlook Hall of Fame(1:05:48) Book inspiration—————————————Books/Periodicals MentionedThe Model - Richard LawrencePioneering Portfolio Management - David SwensenThe Buffett Partnership LettersThe New Money Masters - John TrainThe Outstanding Investor DigestOne Up On Wall Street - Peter LynchThe Investor's Anthology - Charles EllisClassics II: Another Investor's Anthology - Charles EllisMargin of Safety - Seth KlarmanThe Investor's Equation - William Bowen and Frank GanucheauThe Mind of Wall Street - Leon Levy—————————————More on Richard LawrenceThe Model: https://themodel.com/Email: rlawrence@themodel.comOverlook Investments: https://overlookinv.com/—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

US inflation's red-hot print last week cratered stocks, cryptos and other so-called 'risky assets', leaving investors in a further quandary in their search for returns and safety. Brian Arcese of Foord Asset Management weighs in on investment strategies to ride out the volatility.Image Credit: Shutterstock.com

Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management gives his views on the possibility of China concluding its crackdown on its tech industry and how investors should position around the strengthening US dollar.  See omnystudio.com/listener for privacy information.

Tech stocks rebounded on speculation that China might loosen restrictions on her tech companies, so investors are wondering if it's time to bottom fish for bargains. Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, is on hand to explain. Image credit: Unsplash.com

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management helps us navigate how equity should feature in your investment strategy in the midst of uncertainties over supply chain disruptions, Russia-Ukraine conflict, global economic softness and rising oil prices. Image credit: Pixabay.com

Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management shares with us his thoughts on how we should maneuver through the volatility in the market and also his analysis on Chinese equities and ASEAN markets. Image credit: Pixabay.com

In this episode we chat with Dave Foord, highly experienced and widely respected portfolio manager and founder of Foord Asset Management. We probe into Dave's wealth of experience about portfolio management, risk management, managing exposure around the world as well as his thoughts on the most critical existing or potential challenges for portfolio managers in the near future. For more information: https://www.nedgroupinvestments.co.za/content/NGISingleSiteContent/Local/Individual-Investor.html

In this episode we chat with Dave Foord, highly experienced and widely respected portfolio manager and founder of Foord Asset Management. We probe into Dave’s wealth of experience about portfolio management, risk management, managing exposure around the world as well as his thoughts on the most critical existing or potential challenges for portfolio managers in the near future. For more information: https://www.nedgroupinvestments.co.za/content/NGISingleSiteContent/Local/Individual-Investor.html LinkedIn · YouTube

As war continues to wage in Ukraine, markets continue to be volatile while commodity prices from oil, grains to metals hit new time highs. Brian Arcese, Portfolio Manager & Equity Analyst at Foord Asset Management tells us how best to navigate these markets. Image Credit: Pexels.com

Theto Mahlakoana, senior political journalist at Eyewitness News delineates the report released by the presidency on the 2021 July unrest. Paul Makube, senior agricultural economist at FNB explains how the recent sharp increase in cooking oil prices will impact the cost of food. Then, on Other People's Money Dave Foord, chief officer of Foord Asset Management gives insights on how he manages his own money. See omnystudio.com/listener for privacy information.

Guest: Dave Foord | Investor at Foord Asset Management  See omnystudio.com/listener for privacy information.

Brian Arcese, Portfolio Manager and Equity Analyst at Foord Asset Management discusses the considerations investors should have when evaluating ESG investing opportunities amid rising instances of greenwashing and inflated credentials.See omnystudio.com/listener for privacy information.

Brian Arcese, Portfolio Manager and Equity Analyst at Foord Asset Management discusses how a Dutch saying might help guide investors trying to figure out the market volatility triggered by concerns around the Omicron variant. See omnystudio.com/listener for privacy information.

In The Spotlight, hosts Rachel Kelly and Timothy Go spoke to Jing Cong (JC) Xue, Portfolio Manager and Equity Analyst, Foord Asset Management where he shared more about financial literacy for the young and how parents can better engage them in this area.See omnystudio.com/listener for privacy information.

Michael Townshend is the portfolio manager at Foord Asset Management. Many market commentators are saying we are in a supercycle for commodities. Townshend explains how the last one came about and, along with Piet Viljoen, discusses whether there are in fact any parallel’s with today.

Quanta Services ‘is one of the names that we really have a lot of conviction in’: Brian Arcese from Foord Asset Management in Singapore.

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, discusses how Biden's first 100 days in office have moved markets and what's in store for the rest of his term.   See omnystudio.com/listener for privacy information.

Nick Balkin is a Portfolio Manager at Foord Asset Management, the managers of the Nedgroup Investments Stable Fund. The Stable Fund is a slightly ‘riskier’ fund with a maximum exposure of 30% to equities with a key objective to deliver an inflation plus return over rolling 3 years and to protect capital over a rolling 1 year. Nick discusses how to achieve stability through divergent inflation scenarios.