Foord Asset Management Foord Asset Management

Foord Asset Management

Investment stewardship since 1981.

Foord is an owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies.
Monthly English South Africa Investing · Management
9 Episodes

Foord 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 truly defines transformative technologies versus short-lived trends, and how investors can navigate this complex space. From AI to biotech, cloud computing, and digital finance, they discuss the…
12 Jun 18 min

A 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 whether the rebound is built on solid ground. She also reflects on how Foord’s portfolios performed during the month, highlighting the value…
6 Jun 9 min

From 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 and investment. They explore China’s shift toward high-tech innovation despite sanctions and how this is reshaping the country’s economy and long-term growth prospects.
15 May 21 min

A 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 rekindled fears of a trade war and US recession. From equity market whiplash and a rare bond sell-off to gold’s ascent and copper’s slump, she explores…
13 May 8 min

Foord 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 economic uncertainty, and finding value in challenging markets.
25 Apr 14 min

A 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 fears of a US recession to the impact of tariffs and shifting investor sentiment, she breaks down what’s driving the volatility. She also explores how…
9 Apr 8 min

A 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 market is losing momentum, with Big Tech struggling, investor confidence waning, and Trump’s tariff-heavy trade policies raising concerns. Meanwhile, European and Chinese equities are…
5 Mar 8 min

A 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 Europe take the lead in equity performance and how Trump’s return to the White House, Chinese AI challenger Deep Seek’s emergence and NVIDIA’s historic market…
11 Feb 6 min

A 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 equities and bonds, the Fed’s rate cuts, sector trends and what these developments mean for investment strategies heading into 2025.
13 Jan 7 min