Podcasts

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…

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…

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…

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…

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,…

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…

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…

November saw a strong US stock market rally following Trump's victory in the 2024 election, with the S&P 500 up 5.7% and the Dow Jones climbing over 7%. But what's behind the market's optimism? Investment…

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 dynamics, gold’s record-breaking run and China’s new policies…

In this episode, investment professional Linda Eedes and portfolio manager Wim Murray discuss the latest developments in the South African equity market, covering the impact of the government of national unity,…

In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotlight. Linda explains these game-changing developments, including the…

With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provides valuable insight on the forces shaping economies and markets…