Foord Asset Management
Foord Asset Management
  • Видео 249
  • Просмотров 44 467
Hospitals healthy despite NHI
In this segment, Chief Investment Officer Nick Balkin breaks down the complexities of South Africa’s National Health Insurance (NHI) and explains why private hospitals remain a resilient and compelling investment opportunity. He underscores the value of focusing on resilient businesses, even in uncertain environments.
Watch the full webinar here: tinyurl.com/4492puy2
Connect with us on our channels:
Facebook: tinyurl.com/yc665z46
LinkedIn: tinyurl.com/bdeukwrm
Instagram: tinyurl.com/pxsnescf
Spotify: tinyurl.com/5t3rnany
Apple Podcast: tinyurl.com/bwhm6zpt
#FoordAssetManagement #businessmodels
Просмотров: 12

Видео

Inflation roars back in 2025
Просмотров 3412 часов назад
Portfolio manager Rashaad Tayob examines the factors signalling a possible resurgence of inflation. The drivers of the 2020-2021 inflation shock-supply constraints, fiscal stimulus, and monetary easing-are once again bubbling under the surface. While disinflation has been aided by falling energy prices, we believe this trend is in the past. Inflation-linked bonds, with their attractive real yie...
Boring is better in 2025
Просмотров 9912 часов назад
In this segment, portfolio manager Brian Arcese explores why regulated utilities are emerging as growth engines in a rapidly electrifying world. He discussed how the global push for electrification and climate goals can drive utility growth, making them good defensive investments. Watch the full webinar here: tinyurl.com/4492puy2 Connect with us on our channels: Facebook: tinyurl.com/yc665z46 L...
Tread carefully, it’s a minefield out there
Просмотров 2412 часов назад
In this segment, portfolio manager Wim Murray unpacks the importance of avoiding companies with strained business models. Using real-world examples like Nampak and Sasol, we illustrate how capital intensity, weak cash flow and reliance on debt can erode shareholder value even when valuations appear attractive. Watch the full webinar here: tinyurl.com/4492puy2 Connect with us on our channels: Fa...
China will be one of the best performing markets in 2025
Просмотров 26412 часов назад
In this segment, portfolio manager Ishreth Hassen explores why Chinese stocks, particularly in the high-tech and consumer sectors, present compelling opportunities. He also discussed how elevated US and Indian earnings contrast with the margin of safety in Chinese equities. Watch the full webinar here: tinyurl.com/4492puy2 Connect with us on our channels: Facebook: tinyurl.com/yc665z46 LinkedIn...
SA's GNU Cabinet - Same But Different?
Просмотров 314 месяца назад
SA's GNU Cabinet - Same But Different?
SA Companies Are Delisting From The JSE. Is This Cause For Concern
Просмотров 304 месяца назад
SA Companies Are Delisting From The JSE. Is This Cause For Concern
SA Inc. vs Global Equities - Where Are The Opportunities?
Просмотров 294 месяца назад
SA Inc. vs Global Equities - Where Are The Opportunities?
Will Possible Interest Rate Cuts Influence Asset Prices?
Просмотров 134 месяца назад
Will Possible Interest Rate Cuts Influence Asset Prices?
Will The Two Pot Pension System Impact The Economy?
Просмотров 164 месяца назад
Will The Two Pot Pension System Impact The Economy?
Unpacking the implications and implementation of NHI
Просмотров 3475 месяцев назад
Unpacking the implications and implementation of NHI
How Foord Is Positioned For A Shrinking JSE
Просмотров 6615 месяцев назад
How Foord Is Positioned For A Shrinking JSE
Anglo American - Shaking Up The Global Resources Industry
Просмотров 4455 месяцев назад
Anglo American - Shaking Up The Global Resources Industry
Is All That Glitters Still Gold?
Просмотров 1375 месяцев назад
Is All That Glitters Still Gold?
How Foord Constructs A Balanced South African Equity Portfolio During A Time of Low Economic Growth
Просмотров 895 месяцев назад
How Foord Constructs A Balanced South African Equity Portfolio During A Time of Low Economic Growth
Are Inflation-Linked Bonds An Under-Appreciated Asset Class?
Просмотров 4495 месяцев назад
Are Inflation-Linked Bonds An Under-Appreciated Asset Class?
Why China is not the next Japan
Просмотров 3047 месяцев назад
Why China is not the next Japan
What is the potential for a China-Taiwan military conflict?
Просмотров 437 месяцев назад
What is the potential for a China-Taiwan military conflict?
What US-China geopolitical rivalry can we expect in a US election year?
Просмотров 717 месяцев назад
What US-China geopolitical rivalry can we expect in a US election year?
What is the evolution of the Western Cape in terms of national and global importance?
Просмотров 1029 месяцев назад
What is the evolution of the Western Cape in terms of national and global importance?
How does the DA evolve over the next five years?
Просмотров 779 месяцев назад
How does the DA evolve over the next five years?
What are voter turnout expectations?
Просмотров 289 месяцев назад
What are voter turnout expectations?
What are the internal ramifications of the ANC entering a coalition with the EFF?
Просмотров 10010 месяцев назад
What are the internal ramifications of the ANC entering a coalition with the EFF?
What is the ANC looking for in a coalition partner?
Просмотров 5910 месяцев назад
What is the ANC looking for in a coalition partner?
Inflation - The Long Road Back To 2%
Просмотров 9910 месяцев назад
Inflation - The Long Road Back To 2%
Geopolitical Dynamics - The West Versus The Rest
Просмотров 19610 месяцев назад
Geopolitical Dynamics - The West Versus The Rest
Thematic Investing - Creating Opportunities For Forward Thinking Investors
Просмотров 25810 месяцев назад
Thematic Investing - Creating Opportunities For Forward Thinking Investors
Property - The Hybrid Asset That Triggers Strong Views
Просмотров 5710 месяцев назад
Property - The Hybrid Asset That Triggers Strong Views
Light On Resources - Why Foord Remains Underweight
Просмотров 19910 месяцев назад
Light On Resources - Why Foord Remains Underweight
Foord International Fund
Просмотров 6411 месяцев назад
Foord International Fund

Комментарии

  • @MaisyGrillenbeck
    @MaisyGrillenbeck 4 дня назад

    Great content, as always! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

  • @merlevandeventer8481
    @merlevandeventer8481 6 дней назад

    Thank you for the informative talk and update review of the present South African Investment market - please do in depth talks and reviews on the Balanced Fund and Flexible Fund of Funds.

  • @Santoshlv426
    @Santoshlv426 10 дней назад

    As a Foord client, the insights provided into the cognition behind the decision making is welcome , another great market view and perspective of global macroeconomics and how it impacts local investors.

  • @andredutoit1131
    @andredutoit1131 10 дней назад

    AWESOME webinar! THANK YOU for sharing, Foord Portfolio Managers. It is MUCH appreciated ❤. The BEST is yet to come 😍!

  • @michaelwebb3979
    @michaelwebb3979 2 месяца назад

    I would still like to know why David Mabusa left the scene at the same time as this 'transformation' was happening? As impressive as this guy is, I think we are being sold a dummy and all is not as it is painted.

  • @sulaymanmohamedibrahim
    @sulaymanmohamedibrahim 2 месяца назад

    interesting interview. I have seen that book in the shelves of bookstores several times Insha Allah (God willingly) one day will buy and read it.

  • @tumeloraymond956
    @tumeloraymond956 2 месяца назад

    Wow lot of board members and management can learn alot from what chairman of eskom did when arriving at eskom

  • @hodlinvestor1742
    @hodlinvestor1742 3 месяца назад

    Great Interview Nick, well-researched questions are key in any good interview and I enjoyed that. Subscribed 👌

  • @simmy8701
    @simmy8701 3 месяца назад

    Enjoyed this

  • @tangaikelvin
    @tangaikelvin 3 месяца назад

    Interviewer learn to ask questions and then shut up! Allow guest to finish their line of thoughts

  • @Areshotendai
    @Areshotendai 3 месяца назад

    The intervier 😡 interrupted a lot 😡

  • @dikeledinhlapho4
    @dikeledinhlapho4 3 месяца назад

    Well articulated and touched the core in the levels from management to leadership

  • @ndabenhlemhlongo7231
    @ndabenhlemhlongo7231 3 месяца назад

    I think moving forward the host would eventually look back and realize that he needs to give the guest a bit of space to let him finish his point.. but nonetheless great interview.

  • @luyandamaboea1664
    @luyandamaboea1664 3 месяца назад

    Great interview. This Eskom case study shows the practical application of leadership. From just this interview you will understand in practical terms the meaning of the characteristics of a great leader.

  • @katlegontsoane7528
    @katlegontsoane7528 3 месяца назад

    Great conversation and a very important issue for the country but the host kept disturbing his train of explaining instead of just letting him finish answering the hosts questions

  • @andrice42
    @andrice42 3 месяца назад

    The word technocracy is derived from two Greek words: "Techne" (τέχνη) meaning "skill" or "art," which is the root for words related to technology and technical expertise. "Kratos" (κράτος) meaning "power" or "rule," which is also the root for words like democracy ("rule by the people"). Technocracy literally translates to "rule by skill" or "rule by technical experts." *History and Usage* The concept of technocracy emerged in the early 20th century, particularly during the 1920s and 1930s, as part of a movement that proposed the idea of replacing politicians and business leaders with scientists, engineers, and other technical experts who could manage society more efficiently and rationally. The term gained popularity during the Great Depression in the United States as people searched for alternative forms of governance that could address economic and social crises more effectively than the existing political systems.

    • @stain1095
      @stain1095 2 месяца назад

      Thank you for the history lesson.

  • @Santoshlv426
    @Santoshlv426 3 месяца назад

    The show's producer is to be commended on the relevant questions and the alacritious responses by the Chairman was on point without rhetoric. Well done to Foord , steered by Nick's fastidious QA management, for conducting an In Our Time discussion on crucial subject matter that is at the forefront of every citizen.

  • @stevegaspar5191
    @stevegaspar5191 4 месяца назад

    look to see interest rates below inflation coming again to balance all balance sheets to avoid a fiscal and monetary crisis. Banks have to stay afloat and high interest rates on government debt must be avoided at all costs. The economy must grow and inflating it will be the only way out, whether for individuals, banks or the canadian economy in general. No other way is palatable for the public and being too heavy handed would probably end in rebellion and civil war. And besides, harsh medicine for government is a sure way to lose an election and politicians do not want to lose their jobs.

  • @stevegaspar5191
    @stevegaspar5191 4 месяца назад

    100% especially real estate.

  • @Santoshlv426
    @Santoshlv426 4 месяца назад

    Perspicacious comments and echoes the market rhetoric. Even if a shortened version, I would like to see such reviews of the other funds in particular the Balanced, which probably makes up most portfolios including most retirement portfolios.

  • @berryscott3590
    @berryscott3590 4 месяца назад

    'It (Technocracy) doesn't necessarily de-emphasize democracy?' Whoever told you that is lying through their teeth! Whoever tries to sell that (Technocracy is NOT Satanic) lie, has sold the freedom loving people of the world, down the river. Technocracy a German or French thing? Sure , sure... Blame whoever you like, just so long as you don't shine light on our Dark (don't say Judeo - Masonic) Overlords!, at the helm of Hollywood, Global Media, Central Banks, Fiat Currency, BlackRock, and Shadow Govt Everywhere...

  • @farinshore8900
    @farinshore8900 4 месяца назад

    Can technocracy output Peace ?

  • @wilhelmschnorr5717
    @wilhelmschnorr5717 7 месяцев назад

    🌸 P R O M O S M

  • @andredutoit1131
    @andredutoit1131 8 месяцев назад

    Excellent review of the Global Markets. THANK YOU Foord Asset Management Dream Team 👋! Keep up the GOOD work xxx

  • @TheKymille
    @TheKymille 9 месяцев назад

    Excellent webinar! Most interesting

  • @bhavaneshparbhoo9533
    @bhavaneshparbhoo9533 9 месяцев назад

    What an excellent piece ! Should be compulsory viewing for every SA’n

  • @Occupuyourspine
    @Occupuyourspine 9 месяцев назад

    Nothing to do with Technocracy

  • @andredutoit1131
    @andredutoit1131 10 месяцев назад

    "Thanks for an insightful webinar". I agree 💯! Thank you, Foord Management for the EXCELENT work you are doing in safeguarding and growing your investors wealth. Much appreciated xxx

  • @andrejansenvanvuuren3591
    @andrejansenvanvuuren3591 10 месяцев назад

    Thanks for an insightful webinar.

  • @emberior
    @emberior 10 месяцев назад

    Damn So Likely And learn From You Guys Alot But what Guest of the episode's Book

  • @srob3645
    @srob3645 11 месяцев назад

    Mikro is made in China

  • @blazeendo3282
    @blazeendo3282 11 месяцев назад

    No shot lmao

  • @BUY_YOUTUBE_VIEWS_d084
    @BUY_YOUTUBE_VIEWS_d084 Год назад

    Stay positive and keep shining! ☀️

  • @MikeClarkeARVR
    @MikeClarkeARVR Год назад

    You'd better brush up on your linear Algebra Wim, the world is on fire.

  • @Noveshento
    @Noveshento Год назад

    Where can one buy this?

  • @eddiemckinney2863
    @eddiemckinney2863 2 года назад

    p̷r̷o̷m̷o̷s̷m̷ 😓

  • @jeffreysibambo492
    @jeffreysibambo492 2 года назад

    Great deal of investment wisdom. thank you for sharing.

  • @petrocko8170
    @petrocko8170 2 года назад

    pr໐๓໐Ş๓

  • @R1GAMBLER
    @R1GAMBLER 2 года назад

    🖕 GFY!

  • @dirkvanderwalt2992
    @dirkvanderwalt2992 3 года назад

    Wonderlike inisiatief!

  • @vincentchong2647
    @vincentchong2647 3 года назад

    1:42 what does "enough to grow" mean from the view point of young readers? Does it means growing acorn nuts to oak trees?

    • @vincentchong2647
      @vincentchong2647 3 года назад

      I think the answer is to grow the acorns into oak trees, according to ruclips.net/video/d-aSwGGo5sE/видео.html .

  • @MD-tu3dp
    @MD-tu3dp 4 года назад

    Brian, you say Sleepy Joe has a 75% chance to win POTUS and the DNC a 99% chance to retain the House & 75% chance they will retake the Senate. Those are brave words. You also say Trump only has a 5 -10% chance of winning. I look forward to your comments when Sleepy Joe has a land slide loss (BTW this is the 3rd time he has run for the Presidency). On a positive note, I know Foord is doing a great job and well prepared for another 4 more years of booming US stock market records when Trump wins! Joe is going down:)