Foord Asset Management

In this episode, investment professional Linda Eedes and portfolio manager Wim Murray discuss the latest developments in the South African equity market, covering the impact of the government of national unity, energy crisis, China's influence, and interest rate cuts. Wim shares insights on navigating this evolving landscape and identifying the most promising sectors and stocks for investors. (00:04) - Introduction: Optimism amid political changes (01:11) - The importance of fundamentals and economic growth (02:40) - The ongoing Eskom challenge (04:38) - China's impact on South African resources (07:05) - Consumers benefit from lower interest rates (09:24) - Banks face offsetting factors with rate cuts (11:43) - Positioning a diversified portfolio for growth

In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotlight. Linda explains these game-changing developments, including the People's Bank's move to boost liquidity and support equity markets, and the Fed's long-awaited interest rate cuts in the US. From China's fiscal stimulus to the broader impact on global equities and resources, Linda highlights what this means for investors, especially in South Africa.

With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provides valuable insight on the forces shaping economies and markets today. This is a must listen conversation with Dave Foord and Linda Eedes. (02:08) - What gives investors the edge today?(08:57) - Lesson learned of a forward thinking investor(10:11) - Investing in Asia - specifically Japan, India and China(13:47) - Understanding debt - what's good debt, what's bad debt and why?(17:23) - The future of the US dollar as the global reserve currency(19:46) - Implications of a shift towards a multipolar world order(22:54) - Crypto currencies and their place in the financial system(25:15) - The impact of de-globalization and trade wars on inflation(28:04) - Is AI the game changer for economic growth trajectories?

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes covers the global market shifts in August, from early turbulence to a rebound sparked by Fed signals. She discusses gold’s record highs, gains in fixed income markets, and how Foord Asset Management is strategically positioned to navigate these changes.