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Podcasts

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16 May 2025

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…

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14 May 2025

MARKETS IN A NUTSHELL — 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…

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25 Apr 2025

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…

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09 Apr 2025

MARKETS IN A NUTSHELL — 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…

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05 Mar 2025

MARKETS IN A NUTSHELL — 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,…

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19 Feb 2025

MARKETS IN A NUTSHELL — 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…

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13 Jan 2025

MARKETS IN A NUTSHELL — 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…

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10 Dec 2024

MARKETS IN A NUTSHELL — FOR NOVEMBER 2024

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…

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07 Nov 2024

MARKETS IN A NUTSHELL — 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 dynamics, gold’s record-breaking run and China’s new policies…

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30 Oct 2024

Sectors, 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, covering the impact of the government of national unity,…

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04 Oct 2024

MARKETS IN A NUTSHELL — 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 explains these game-changing developments, including the…

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26 Sep 2024

What'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 valuable insight on the forces shaping economies and markets…

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