In this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly.
(00:43) - Shrinking number of companies listed on the JSE
(01:40) - The structural and cyclical elements to the shrinking JSE
(02:30) - Impact on Foord’s multi-asset portfolio construction
(04:40) - Liquidity issues from a smaller opportunity set
(05:33) - Allocation of research responsibilities within the team
