Foord Asset Management

The past year brought a whirlwind of political shifts, economic surprises, and market dynamics that tested investors worldwide. From Donald Trump’s unexpected return to the presidency to geopolitical upheavals in the Middle East and South Africa’s historic move to a Government of National Unity, 2024 underscored that change remains the only constant. Portfolio manager Michael Townshend explores how Foord navigated these challenges, maintaining a steadfast focus on delivering inflation-beating returns over the long term. As we look ahead, we remain prepared to adapt to the evolving landscape and seize opportunities that align with our disciplined investment approach. Read Mike Townshend’s full investment insights here: https://lnkd.in/g-Xm3N5X #finance #investing #investment

Despite challenges posed by the National Health Insurance (NHI) Act, the healthcare sector still shows strong growth potential for 2025. In this article, Foord’s CIO Nick Balkin shared some thoughts on the private hospital sector and its ability to adapt, innovate, and meet rising healthcare demands. Read more about the outlook here: https://lnkd.in/dcSSre7e

As we step confidently into 2025, the financial markets are buzzing with activity. Rising bond yields, persistent inflationary pressures, and a complex global economic landscape are shaping investment decisions worldwide. Foord Asset Management's portfolio manager, Rashaad Tayob had the opportunity to join Michael Avery on Classic FM to unpack these trends. From the resurgence of inflation to the strategic role of inflation-linked bonds, Rashaad shared his expert insights on navigating the challenges and opportunities ahead. Catch the full conversation here: https://iono.fm/e/1517387 #finance #inflation #bonds

After a strong year for US equities, December brought a pullback in both equities and bonds, mirroring trends in global markets. Meanwhile, Bitcoin closed the year on a high, defying the broader downturn. Investment professional Linda Eedes, CFA explores the drivers behind this volatility and what it means for 2025, covering Fed rate cuts, shifting sector trends, and the outlook for the year ahead. Join us for a quick recap on what happened in December: https://lnkd.in/gx3K42hu Also available on Apple Podcasts: https://lnkd.in/gvCEk2mF #finance #markets #global #elections

While the US' December non-farm payroll report indicates a low probability of Fed rate cuts, investors should not entirely rule it out. Portfolio Manager Brian Arcese, CFA was interviewed on CNBC this morning, where he discussed Foord Asset Management’s perspective on inflation continuing to slow throughout 2025, as well as the possible impact of Trump's policies as a catalyst for rate cuts. Listen to the interview here: https://lnkd.in/gbwcDcVP #finance #trump #ratecuts

Foord’s recent Mind of the Manager webinar unveiled five key investment scenarios to help investors navigate the year ahead. From defensive growth in US utilities to opportunities in China’s clean energy sector, and the resilience of private hospitals in uncertain times, our expert panel shared insights to keep your portfolio ahead of the curve.    Catch a summary of the webinar in Insurance Biz’s article here: https://lnkd.in/gEkdGrAg   #investing #china #energy #hospitals

As we approach 2025, portfolio manager Rashaad Tayob had the opportunity to join Nomonde Xulu CA (SA) from CNBC to offer a comprehensive investment outlook for 2025, emphasizing the importance of strategic diversification and vigilance in navigating evolving market dynamics. He highlighted the potential of China's market, the significance of utilities amid electrification trends, and the necessity of monitoring inflation risks. Don't miss the full insights, watch the full video here: https://lnkd.in/gp2wkwNe #finance #utilities #china #elections

November saw a strong US stock market rally following Trump's victory in the 2024 election, with the S&P 500 up 5.7% and the Dow Jones climbing over 7%. But what's behind the market's optimism? Investment professional Linda Eedes, CFA unpacks the market's positive response in this month's market update, highlighting how economic data showed strength, with retail sales and manufacturing activity exceeding expectations. Join us for a quick recap on what happened in November: https://lnkd.in/g6HQYDmk Also available on Apple Podcasts: https://lnkd.in/g6t5TnmF #finance #markets #global #elections

How should investors approach US equities in 2024 amidst bullish sentiment, policy uncertainty, and evolving ESG priorities? Portfolio Manager Brian Arcese, CFA discussed Foord Asset Management’s strategies to navigate risks and opportunities on BFM 89.9 - The Business Station Markets Watch. Listen to the interview here: https://lnkd.in/gMPMeJSY #finance #ESG #equities