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Foord Asset Management @UCrhGstlbKI0oEy2ff8x0c-w@youtube.com

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China’s Fiscal Stimulus: Key to Reviving Demand and Sentiment How Global Shifts Could Fuel Inflation In The Future Why Risk Assets Are Rising Despite Market Expectations Future-Proofing Eskom: The Shift Toward Self-Sufficiency Identifying High-Return Companies In A Challenging Market Inside Eskom: The Culture Shift and Its Impact on Operations Inside BHP’s Key Business Pillars South Africa and the Risk of Hyperinflation NHI Bill Signed: What It Means for South Africa’s Healthcare Future Is the Shrinking JSE a Cause for Investor Concern? Inflation in Emerging Markets: A Closer Look The Appeal of Inflation-Linked Bonds to Governments Anglo American vs. BHP: Recent Developments Why ESG Is Key To Stock Selection Exploring The Unique Portfolio Construction Framework In The Foord Asia ex-Japan Fund China Overweight: A Strategic Move Or Market Opportunity? Charting The ESG Transformation Over The Decades Is It Time To Challenge Traditional Benchmarks? How To Position A Portfolio For Success In The Energy Transition AI’s Growing Influence in Tech Valuations Why US, Europe and UK Inflation Outpaced Emerging Economies Analysing The Long-Term Growth of The West And The Rest Three Reasons Why Investors Use Benchmarks Why Dropping to 2% Inflation is Tougher Than It Seems Does an Active ESG Approach Limit Company Growth? The Art of Identifying Investment Themes Property’s place as an asset class Is AI a Fad or The Future? How Do You Account for Risks in a Benchmark Agnostic Strategy Foord’s Pragmatic Approach to ESG Understanding the Energy Transition Why ESG Matters in Portfolio Management The Energy Transition: What Investors Need To Know Valuing the ESG progress in energy transition investments. A brief discussion on 3 key layers to help investors better evaluate investment opportunities in AI.