Shows / Foord Asset Management
Episodes
Foord Asset ManagementChina Unpacked: Innovation, Competition and Investment Opportunity
China’s economic challenges are well documented. But do the headlines tell the whole story? Following a recent trip to China, Foord’s South African CIO, Nick…
Foord Asset ManagementSouth Africa’s political map is being redrawn
South Africans vote in municipal elections on 4 November, but the political shifts at play reach well beyond local government. Join the conversation with Foord…
Foord Asset ManagementHow diversified is your portfolio, really?
Owning more investments does not necessarily mean you are diversified. The ten largest companies now make up around 40% of the S&P 500, while South Africa’s…
Foord Asset ManagementUS dominance, Asian opportunity and the case for diversification
Has US exceptionalism gone too far? Portfolio managers Brian Arcese and Ishreth Hassen discuss US market concentration, US equity valuations and the risks of…
Foord Asset ManagementIs the AI jobs shock more talk than reality?
The predictions that artificial intelligence would make entire professions redundant were confident. But jobs in areas thought to be most vulnerable have still…
Foord Asset ManagementHow the Nostradamus of AI got it wrong, while being right
July’s market returns may have looked relatively flat on the surface, but beneath them lay significant volatility across AI-related technology stocks. In this…
Foord Asset ManagementWhat matters more than getting market forecasts right?
Inflation is rising again, interest rate expectations keep shifting, oil prices are moving around, and AI optimism is still driving market excitement. Where do…
Foord Asset ManagementAI: Opportunity with Caution
Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside…
Foord Asset ManagementAI Mania, Inflation and the real test for investors
AI has captured the market’s imagination, but inflation may prove the more persistent test. Transformative technologies can create extraordinary long-term…
Foord Asset ManagementAn overview of global market movements for May 2026
Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven…
Foord Asset ManagementAn overview of what lies ahead for global markets
After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build. In this…
Foord Asset ManagementAn overview of global market movements for March 2026
March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start…
Foord Asset ManagementAn overview of global market movements for February 2026
In February 2026, the S&P 500 stalled while international markets surged, outperforming the US by the widest margin since 2009. From ‘AI scare trades’ to US…
Foord Asset ManagementAn overview of global market movements for January 2026
January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and…
Foord Asset ManagementAn overview of global market movements for December 2025
Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets…
Foord Asset ManagementAn overview of global market movements for November 2025
Markets paused in November as US equities stayed flat, tech underperformed, and gold soared while Bitcoin slumped. South Africa rallied on supportive…
Foord Asset ManagementDave Foord on Politics, Debt, and the Future of Markets
Foord Founder Dave Foord joins Investment Professional Linda Eedes to discuss the major structural forces shaping markets over the next five years. They…
Foord Asset ManagementAn overview of global market movements for October 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply…
Foord Asset ManagementA global overview of market movements for September 2025
In the latest episode of our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of September 2025. September capped off…
Foord Asset ManagementA global overview of market movements for August 2025
In our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of August 2025. Despite some market turbulence, global markets…
Foord Asset ManagementA Global Overview of Market Movements for July 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and…
Foord Asset ManagementA Global Overview of Market Movements for June 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes breaks down the key market trends of June. From the sharp recovery in US equities to emerging…
Foord Asset ManagementFoord Insights | South Africa at a Crossroads: Power, Policy & Potential
The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what remains…
Foord Asset ManagementFoord Insights | Building Future-Proof Portfolios: Investing in Long-Term Innovation
In this episode, Foord Singapore portfolio managers Brian Arcese and Ishreth Hassen dive deep into the evolving landscape of innovation. They explore what…
Foord Asset ManagementA Global Overview of Market Movements for May 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes explores what made May 2025 one of the strongest months for equity markets in the past year and…
Foord Asset ManagementFrom Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions
In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade…
Foord Asset ManagementA Global Overview of Market Movements for April 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the month shaped by Trump’s surprise tariff announcement, which rattled global markets and…
Foord Asset ManagementFoord Insights | SA Equities. No growth? No problem!
Join investment professional Linda Eedes and portfolio manager Wim Murray as they discuss the current state of South African equities, navigating political and…
Foord Asset ManagementA Global Overview of Market Movements for March 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes dives into the turbulent events that shaped March 2025’s market movements. From trade tensions and…
Foord Asset ManagementA Global Overview of Market Movements for February 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from February. This month, she explores how the US…
Foord Asset ManagementA Global Overview of Market Movements for January 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from January. Linda explains the factors that helped…
Foord Asset ManagementA Global Overview of Market Movements for December 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from December. Linda explains the pullback in global…
Foord Asset ManagementA Global Overview of Market Movements for November 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from November. Linda gives expert insights on the…
Foord Asset ManagementA Global Overview of Market Movements for October 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from October. Linda breaks down the US market…
Foord Asset ManagementSectors, Stocks and Insights — The Evolving SA Equity Landscape
In this episode, investment professional Linda Eedes and portfolio manager Wim Murray discuss the latest developments in the South African equity market…
Foord Asset ManagementA Global Overview of Market Movements for September 2024
In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotlight. Linda…
Foord Asset ManagementWhat's Shaping Global Economies and Markets?
With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provides…
Foord Asset ManagementA Global Overview of Market Movements for August 2024
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…
Foord Asset ManagementFoord Insights | Rate cuts and Fixed Income. What Can We Expect In The Coming Quarters.
Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space. (00:06) -…
Foord Asset ManagementFoord Insights | Trump 2.0. What This Means For Global Interest Rates, SA and The Rand.
Investment professional Linda Eedes and Chief Investment Officer Nick Balkin discuss how Trump’s potential return can influence investment decisions, both…
Foord Asset ManagementFoord Insights | Politics, SA Inc and What’s In It for Investors.
Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity…
Foord Asset ManagementA Global Overview of Market Movements for July 2024
With July being a pivotal month for the US market, investment professional Linda Eedes discuss the impacts of Joe Biden withdrawing from the presidential race…
Foord Asset ManagementA Global Overview of Market Movements for June 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things…
Foord Asset ManagementFoord Insights | How Foord Is Positioned For A Shrinking JSE
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 Asset ManagementFoord Insights | Exploring the Challenges and Promises of the NHI
Investment professional Linda Eedes came together with investment analyst Dhersan Chetty to discuss the recent National Health Insurance bill signed into law…
Foord Asset ManagementFoord Insights | Anglo American - Shaking Up The Global Resources Industry
Portfolio manager Mike Townshend and investment professional Linda Eedes sat down to discuss the latest developments in the resources industry. They explore…
Foord Asset ManagementFoord Insights | Is All That Glitters Still Gold?
Investment professional Linda Eedes talks to portfolio manager, Rashaad Tayob about the resilience of gold in 2024. The conversation dives into the unexpected…
Foord Asset ManagementFoord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?
Despite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of multinational…
Foord Asset ManagementFoord Insights | Are Inflation-Linked Bonds An Under-Appreciated Asset Class?
Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Africa’s…
Foord Asset ManagementA Global Overview of Market Movements for May 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things…
Foord Asset ManagementFoord Asia ex-Japan Fund | Q1 2024 Quarterly Conversations
Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q1 2024 and how Foord Asset Management navigates complex market…
Foord Asset ManagementIn Conversation with Dave Foord
In this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide interesting…
Foord Asset ManagementFoord Global Equity Fund | Q1 2024 Quarterly Conversations
Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q1 2024.
Foord Asset ManagementMulti Asset | Q1 2024 Quarterly Conversations
Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the…
Foord Asset ManagementFoord Fixed Income Fund | Q1 2024 Quarterly Conversations
Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q1 2024, what’s happening in the…
Foord Asset ManagementFoord-Hassen Shariah Equity Fund | Q1 2024 Quarterly Conversations
Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through Q1 2024.
Foord Asset ManagementSouth African Equity | Q1 2024 Quarterly Conversations
Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how…
Foord Asset ManagementA Global Overview of Market Movements for April 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things…
Foord Asset ManagementA Global Overview of Market Movements for March 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things…
Foord Asset ManagementA Global Overview of Market Movements for February 2024
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things…