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Foord Asset Management
Foord Asset Management
132 episodes
1 day ago
Investment stewardship since 1981
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Investing
Business
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All content for Foord Asset Management is the property of Foord Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Investment stewardship since 1981
Show more...
Investing
Business
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Foord Insights | SA Equities. No growth? No problem!
Foord Asset Management
14 minutes 13 seconds
6 months ago
Foord Insights | SA Equities. No growth? No problem!

Join investment professional Linda Eedes and portfolio manager Wim Murray as they discuss the current state of South African equities, navigating political and economic uncertainty, and finding value in challenging markets.


(01:00) - Political Landscape and Its Impact on Equities

(03:00) - Is There Still Potential for Real Returns in SA Equities?

(04:00) - Foord’s Investment Strategy: Focusing on Quality

(06:00) - Attractive SA Businesses

(07:00) - The Global Impact: US Tariffs and Trade Volatility

(10:00) - Identifying Opportunities in Market Volatility

(12:00) - Gold Stocks and Their Performance in 2025

Foord Asset Management
Investment stewardship since 1981