B2B Central

Foord Asset Management

11 Mar 2025

Opportunity abounds in an uncertain world 

By Staff Writer

By Siobhan Cassidy, MoneyMarketing Contributor  Donald Trump’s return to the White House has ratcheted up tensions around the world, including among South African investors, who have been jealously eyeing impressive market performance in the US for so long. The experts are feeling the weight of uncertainty too, yet it is hard to find one who...
27 Feb 2024

Two key take-aways from the 2024 Budget Speech

By Staff Writer

By: Farzana Bayat, Portfolio Manager at Foord Asset Management Faced with some very harsh realities – from a severely constrained economy and infrastructure challenges to lower commodity-driven revenue and expenditure running well above target – Minister of Finance Enoch Godongwana’s Budget Speech was a mixed bag. At R1.73 trillion, tax revenue for 2023/24 is R56.1 billion lower...
28 Sep 2023

Are there opportunities in SA Inc. stocks?

By Staff Writer

By: Nancy Hossack, Portfolio Manager, Foord Asset Management Fund managers are always on the lookout for opportunities that can generate good returns. This is true even – or perhaps especially – when sentiment is at its worst. An area of the local market that has received a lot of attention lately for its historical cheapness...
26 Apr 2021

Quo vadis, cleantech investors?

By Staff Writer

Renewed global commitment to the environment has ignited much investment chatter, driving stocks in the cleantech and renewables space to ultra-high valuations. However, investors seeking long-term alpha (beating an index) or just positive returns should proceed warily given the valuation risks in this sector, says Brian Arcese, Portfolio Manager: Foord Asset Management, Singapore.
18 Nov 2020

Inflation – the biggest destroyer of capital

By Staff Writer

By: William Fraser, Portfolio Manager, Foord Asset Management Inflation in the US, Eurozone, UK and Japan has been anaemic, rising on average just 1.5% per annum since 1995. In the mid-1970s, however, inflation had averaged 10% per annum in the decade to 1982. The genesis of that inflation cycle was past central bank policies that...
03 Apr 2020

COVID-19: The pin that popped the bubble

By Janice Roberts

Last year, global equity markets delivered the best calendar year return of the decade. Many markets were at or near all-time highs. Fast-forward a quarter and 2020 is already the most volatile period in modern investing history.

20 Jan 2020

Setting smart financial goals for the new decade

By Janice Roberts

The new year heralds the prospect of a fresh start and the setting of new year’s resolutions. Investors should take the opportunity to set smart financial goals for the coming decade and beyond. This is according to Karen Du Toit of Foord Asset Management, who says that investors can make use of the popular acronym...
19 Feb 2019

The bears are at the door - and why we should embrace bear markets

By Janice Roberts

By Paul Cluer, Managing Director at Foord Asset Management. One of the longest global bull markets in living memory wound down in 2018. What are bear markets and what do they mean for long-term investors?
17 Aug 2018

Digitalisation and the listed property sector

By Janice Roberts

The South African property market is not immune to the worldwide structural trend of consumers increasingly choosing to shop online instead of at their local mall. What are the implications of this trend for the South African listed real estate sector and for investors who hold this sector in their investment portfolio?
24 Oct 2017

Staying on track for a good score in a high risk, low return environment

By Janice Roberts

By Nick Curtin, Head of Business Development at Foord Asset Management. As the need for capital preservation and cautious portfolio positioning becomes more apparent, Head of Business Development at Foord Asset Management, Nick Curtin, unpacks the strategic stance Foord’s portfolio managers have adopted given the prevailing high-risk, low-return environment.
02 Feb 2017

Capital preservation - the first and foremost rule of investing

By Janice Roberts

Benjamin Graham, the father of value investing, defined an investment operation as “one which, upon thorough analysis, promises safety of principal and an adequate return.” Graham’s concept of safety of principal could easily have been expressed as “capital preservation,” one of the first and foremost rules of investing, says Sihle Lukhele, Institutional Investor Relationship Manager...