Markets paused in November as US equities stayed flat, tech underperformed, and gold soared while Bitcoin slumped. South Africa rallied on supportive conditions, while China remained under pressure. Linda Eedes explains why diversification—blending growth with defensiveness—remains key for resilience in uncertain times.
Foord Founder Dave Foord joins Investment Professional 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 of the US and Europe and the 'big train smash' coming in the private credit market.
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI investment frenzy. Linda discusses the impressive, consistent returns of the Foord Balanced Fund and outlines why we are focused on deploying capital into low-debt, high-quality SA Inc businesses to ensure smooth, steady real returns for long-term wealth building.
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