Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, focusing particularly on the interplay between the West and the…
The Energy Transition — Opportunities For Astute Investors
Foord Asset Management portfolio managers Brian Arcese and Ishreth Hassen dive into the concept of energy transition as we explore the global shift from carbon-intensive fuels to renewable energy sources. They…
Foord Asia Ex-Japan Fund — A Matrix of Exciting Investment Opportunities
In this video, Foord Asset Management Portfolio Managers Brian Arcese, Ishreth Hassen, and JC Xue, delve into the intricacies of Foord’s Asia Ex-Japan Fund. They discuss the strategic decisions behind launching the…
In this video, portfolio manager Brian Arcese discusses the relevance and application of benchmarks in modern investment management. He provides insight on how Foord adopts a benchmark-agnostic strategy while being…
Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ESG and addresses common questions about its role in contemporary…
Why ESG Has Always Been Part Of The Investment Process At Foord
Foord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique approach in incorporating ESG factors and principles into our…
Artificial Intelligence — Opportunities, Hype Cycles and How Foord Finds Value
In this video, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial Intelligence (AI) in business and investment. They discuss AI's role…
The Foord International Fund aims to achieve meaningful, inflation-beating US dollar returns from a conservatively managed, best-investment-view portfolio. In this presentation, portfolio manager Brian Arcese…
The Demise of the Dollar — What are the Alternatives?
The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with -…
3 Key Components to Assess the Trajectory of US Inflation
When looking at the outlook for inflation in the US we have to consider 3 key components. These being, the impact of commodity prices, rental prices in the US and wage price inflation. Linda Eedes, discusses these…
It is imperative to consider macro economics and the potential risks we face as investors. In this video, Linda Eedes highlights four economic risks we are concerned about for 2023.
The Fed vs the Market. Who Will be Proved Right in 2023?
Linda Eedes talks to portfolio manager Rashaad Tayob about the Fed and the market being at odds with one another. The Fed believes it will be able to maintain rates at a high level for a long period of time. The…
