Light on Resoures — Why Foord Remains Underweight
Portfolio Manager Mike Townshend offers his insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the sector and their impact on market trends.
The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za
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Insights
03 Dec 2025
MARKETS IN A NUTSHELL — FOR NOVEMBER 2025
Thanksgiving arrived just in time for US investors when the longest government shutdown on record concluded in November. After 43 days without funding — and without economic data — Congress brokered a fragile…
02 Dec 2025
Dave Foord on Politics, Debt and the Future of Markets
In this podcast, founder Dave Foord joins Linda Eedes to discuss the major structural forces shaping markets over the next five years. They explore why politics now dominates economics, the unsustainable debt path…