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Investment stewardship since 1981
132 Episodes
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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 another strong month for risk assets, extending a remarkable rally across global markets. Listen to the episode as we unpack the drivers of these gains, including a surge in South African equities, a rise in emerging markets and continued strength in developed markets like the S&P 500.
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 saw gains in August, driven by positive corporate earnings and slowing inflation. Listen to the full podcast for insights on how political decisions impacted the US, the mixed performance of commodities, and the importance of cautious investing and diversified portfolios in a complex global economy.
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and Chinese markets, underlying risks are emerging. US economic data showed mixed signals, with a rebound in growth but a weakening labour market. Meanwhile, rising tariffs and political pressures in the US raise concerns.
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 markets leading the charge, Linda unpacks the impact of geopolitical tensions, US policy changes, and currency movements. Tune in for insights on how Foord is navigating these dynamics while maintaining a disciplined approach to risk.
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 possible.In our latest podcast, portfolio manager Nancy Hossack and political economist Frans Cronje unpack the country’s current trajectory — from faltering business and consumer confidence to the fragile gains under the Government of National Unity. Yet amid the uncertainty, a simple but powerful insight emerged: the entire country is the low-hanging fruit.
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 real value created by innovation and how it drives long-term returns.
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 of cautious optimism and global diversification.
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.
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 the mounting signs of economic strain.
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.(01:00) - Political Landscape and Its Impact on Equities(03:00) - Is There Still Potential for Real Returns in SA Equities?(04:00) - Foord’s Investment Strategy: Focusing on Quality(06:00) - Attractive SA Businesses(07:00) - The Global Impact: US Tariffs and Trade Volatility(10:00) - Identifying Opportunities in Market Volatility(12:00) - Gold Stocks and Their Performance in 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 emerging markets have demonstrated resilience, particularly through China’s recovery and gold’s rise to new heights.
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 gaining ground, with China’s market surging 16% on government stimulus and shifting sentiment.
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 DeepSeek’s emergence and Nvidia's historic market value loss are reshaping the investment landscape.
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.
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 global markets, the US election, economic trends and investment strategies moving forward.
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 to tackle property market woes and stimulate consumer demand.
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, energy crisis, China's influence, and interest rate cuts. Wim shares insights on navigating this evolving landscape and identifying the most promising sectors and stocks for investors.
(00:04) - Introduction: Optimism amid political changes
(01:11) - The importance of fundamentals and economic growth
(02:40) - The ongoing Eskom challenge
(04:38) - China's impact on South African resources
(07:05) - Consumers benefit from lower interest rates
(09:24) - Banks face offsetting factors with rate cuts
(11:43) - Positioning a diversified portfolio for growth
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 People's Bank's move to boost liquidity and support equity markets, and the Fed's long-awaited interest rate cuts in the US. From China's fiscal stimulus to the broader impact on global equities and resources, Linda highlights what this means for investors, especially in South Africa.
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 today. This is a must listen conversation with Dave Foord and Linda Eedes.
(02:08) - What gives investors the edge today?(08:57) - Lesson learned of a forward thinking investor(10:11) - Investing in Asia - specifically Japan, India and China(13:47) - Understanding debt - what's good debt, what's bad debt and why?(17:23) - The future of the US dollar as the global reserve currency(19:46) - Implications of a shift towards a multipolar world order(22:54) - Crypto currencies and their place in the financial system(25:15) - The impact of de-globalization and trade wars on inflation(28:04) - Is AI the game changer for economic growth trajectories?
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 signals. She discusses gold’s record highs, gains in fixed income markets, and how Foord Asset Management is strategically positioned to navigate these changes.
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