Foord Asset Management

An overview of global market movements for November 2025



08 Dec 2025

Contributed by Lukas

Markets paused in November as US equities stayed flat, tech underperformed, and gold soared while Bitcoin slumped. South Africa rallied on supportive ...

Dave Foord on Politics, Debt, and the Future of Markets

26 Nov 2025

Contributed by Lukas

Investment Professional Linda Eedes and Foord Founder Dave Foord, explore the themes that matter for long-term investors and how they may influence po...

An overview of global market movements for October 2025

06 Nov 2025

Contributed by Lukas

In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shar...

A global overview of market movements for September 2025

03 Oct 2025

Contributed by Lukas

In the latest episode of our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of September 2025. September ...

A global overview of market movements for August 2025

05 Sep 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of August 2025. Despite some market turbulence, glo...

A Global Overview of Market Movements for July 2025

07 Aug 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularl...

A Global Overview of Market Movements for June 2025

09 Jul 2025

Contributed by Lukas

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 ...

Foord Insights | South Africa at a Crossroads: Power, Policy & Potential

27 Jun 2025

Contributed by Lukas

The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what...

Foord Insights | Building Future-Proof Portfolios: Investing in Long-Term Innovation

12 Jun 2025

Contributed by Lukas

In this episode, Foord Singapore portfolio managers Brian Arcese and Ishreth Hassen dive deep into the evolving landscape of innovation. They explore ...

A Global Overview of Market Movements for May 2025

06 Jun 2025

Contributed by Lukas

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 pas...

From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions

15 May 2025

Contributed by Lukas

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 ...

A Global Overview of Market Movements for April 2025

14 May 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the month shaped by Trump’s surprise tariff announcement, which rattled glo...

Foord Insights | SA Equities. No growth? No problem!

25 Apr 2025

Contributed by Lukas

Join investment professional Linda Eedes and portfolio manager Wim Murray as they discuss the current state of South African equities, navigating poli...

A Global Overview of Market Movements for March 2025

09 Apr 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes dives into the turbulent events that shaped March 2025’s market movements. From tra...

A Global Overview of Market Movements for February 2025

05 Mar 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from February. This month, she explores...

A Global Overview of Market Movements for January 2025

11 Feb 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from January. Linda explains the factor...

A Global Overview of Market Movements for December 2024

13 Jan 2025

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from December. Linda explains the pullb...

A Global Overview of Market Movements for November 2024

05 Dec 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from November. Linda gives expert insig...

A Global Overview of Market Movements for October 2024

07 Nov 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the latest market trends and insights from October. Linda breaks down the US ...

Sectors, Stocks and Insights — The Evolving SA Equity Landscape

28 Oct 2024

Contributed by Lukas

In this episode, investment professional Linda Eedes and portfolio manager Wim Murray discuss the latest developments in the South African equity mark...

A Global Overview of Market Movements for September 2024

04 Oct 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotligh...

What's Shaping Global Economies and Markets?

26 Sep 2024

Contributed by Lukas

With a wealth of experience gathered over 50 years, veteran investor Dave Foord reflects on the milestone shifts in the investment landscape and provi...

A Global Overview of Market Movements for August 2024

05 Sep 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes covers the global market shifts in August, from early turbulence to a rebound sparked...

Foord Insights | Rate cuts and Fixed Income. What Can We Expect In The Coming Quarters.

11 Aug 2024

Contributed by Lukas

Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space. ...

Foord Insights | Trump 2.0. What This Means For Global Interest Rates, SA and The Rand.

07 Aug 2024

Contributed by Lukas

Investment professional Linda Eedes and Chief Investment Officer Nick Balkin discuss how Trump’s potential return can influence investment decisions...

Foord Insights | Politics, SA Inc and What’s In It for Investors.

07 Aug 2024

Contributed by Lukas

Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equi...

A Global Overview of Market Movements for July 2024

06 Aug 2024

Contributed by Lukas

With July being a pivotal month for the US market, investment professional Linda Eedes discuss the impacts of Joe Biden withdrawing from the president...

A Global Overview of Market Movements for June 2024

09 Jul 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord Insights | How Foord Is Positioned For A Shrinking JSE

19 Jun 2024

Contributed by Lukas

In this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JS...

Foord Insights | Exploring the Challenges and Promises of the NHI

19 Jun 2024

Contributed by Lukas

Investment professional Linda Eedes came together with investment analyst Dhersan Chetty to discuss the recent National Health Insurance bill signed i...

Foord Insights | Anglo American - Shaking Up The Global Resources Industry

19 Jun 2024

Contributed by Lukas

Portfolio manager Mike Townshend and investment professional Linda Eedes sat down to discuss the latest developments in the resources industry. They e...

Foord Insights | Is All That Glitters Still Gold?

19 Jun 2024

Contributed by Lukas

Investment professional Linda Eedes talks to portfolio manager, Rashaad Tayob about the resilience of gold in 2024. The conversation dives into the un...

Foord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?

19 Jun 2024

Contributed by Lukas

Despite a stagnant economic backdrop, discover how Foord’s equity fund has thrived through strategic stock selection and a balanced portfolio of mul...

Foord Insights | Are Inflation-Linked Bonds An Under-Appreciated Asset Class?

12 Jun 2024

Contributed by Lukas

Investment professional Linda Eedes talks to portfolio managers, Farzana Bayat and Rashaad Tayob about the role of inflation-linked bonds in South Afr...

A Global Overview of Market Movements for May 2024

06 Jun 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord Asia ex-Japan Fund | Q1 2024 Quarterly Conversations

29 May 2024

Contributed by Lukas

Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q1 2024 and how Foord Asset Management navigates comp...

In Conversation with Dave Foord

16 May 2024

Contributed by Lukas

In this podcast, Dave Foord and Linda Eedes discuss the performance of the Foord International Fund and Foord Flexible Fund of Funds. And provide inte...

Foord Global Equity Fund | Q1 2024 Quarterly Conversations

08 May 2024

Contributed by Lukas

Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q1 2024.

Multi Asset | Q1 2024 Quarterly Conversations

08 May 2024

Contributed by Lukas

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happe...

Foord Fixed Income Fund | Q1 2024 Quarterly Conversations

08 May 2024

Contributed by Lukas

Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q1 2024, what’s happenin...

Foord-Hassen Shariah Equity Fund | Q1 2024 Quarterly Conversations

08 May 2024

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through...

South African Equity | Q1 2024 Quarterly Conversations

08 May 2024

Contributed by Lukas

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market...

A Global Overview of Market Movements for April 2024

05 May 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

A Global Overview of Market Movements for March 2024

05 Apr 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

A Global Overview of Market Movements for February 2024

06 Mar 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord International Fund | Q4 2023 Quarterly Conversations

13 Feb 2024

Contributed by Lukas

Multiple-counsellor portfolio manager on the Foord International Fund, Brian Arcese talks to investment professional, Lind Eedes about the fund’s pe...

Foord Fixed Income Fund | Q4 2023 Quarterly Conversations

08 Feb 2024

Contributed by Lukas

Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q4 2023, what’s happenin...

South African Equity | Q4 2023 Quarterly Conversations

08 Feb 2024

Contributed by Lukas

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s multi-asset strategies have performed, what’s happening in the market and how ...

Multi Asset | Q4 2023 Quarterly Conversations

08 Feb 2024

Contributed by Lukas

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happe...

Foord Asia ex-Japan Fund | Q4 2023 Quarterly Conversations

08 Feb 2024

Contributed by Lukas

Portfolio managers Brian Arcese and JC Xue provide an update on the fund’s performance through Q4 2023 and how Foord Asset Management navigates comp...

A Global Overview of Market Movements for January 2024

06 Feb 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord Global Equity Fund | Q4 2023 Quarterly Conversations

05 Feb 2024

Contributed by Lukas

Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q4 2023.

Foord-Hassen Shariah Fund | Q4 2023 Quarterly Conversations

30 Jan 2024

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through...

Foord Insights | How ESG is Changing the Investment Landscape

26 Jan 2024

Contributed by Lukas

Portfolio manager Brian Arcese explains the nuances of ESG and its growing importance in portfolio management. He dissects the elements that define ES...

Foord Insights | Light On Resources - Why Foord Remains Underweight

25 Jan 2024

Contributed by Lukas

Portfolio manager Mike Townshend offers insights into the resource sector and why Foord remains underweight in the current economic climate. Mike shed...

Foord Insights | Inflation - The Long Road Back To 2%

24 Jan 2024

Contributed by Lukas

In this podcast, portfolio manager Farzana Bayat and investment professional Linda Eedes explore the prospects of inflation returning to the targeted ...

Foord Insights | Geopolitical Dynamics - The West Versus The Rest

24 Jan 2024

Contributed by Lukas

Portfolio manager Rashaad Tayob and investment professional Linda Eedes engage in a detailed discussion about the evolving geopolitical landscape, foc...

Foord Insights | Thematic Investing - Creating Opportunities For Forward Thinking Investors

24 Jan 2024

Contributed by Lukas

In this podcast, South Africa CIO Nick Balkin joined Linda Eedes to discuss the art of identifying impactful investment themes. Nick reveals the key t...

Foord Insights | Property - The Hybrid Asset That Triggers Strong Views

24 Jan 2024

Contributed by Lukas

Join portfolio manager, Wim Murray and investment professional Linda Eedes, in a discussion about property — an often overlooked asset class. Sharin...

A Global Overview of Market Movements for December 2023

09 Jan 2024

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

A Global Overview of Market Movements for November 2023

07 Dec 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord Insights | Choosing Potential Over Perfection in ESG Investing

07 Dec 2023

Contributed by Lukas

Foord Asset Management portfolio manager Brian Arcese and Ruperto Ancajas dive into the evolving world of ESG and share more about Foord's unique ...

Foord Insights | How Foord Finds Value in Artificial Intelligence

30 Nov 2023

Contributed by Lukas

In this podcast, Foord Asset Management portfolio managers Brian Arcese, Ishreth Hassen and JC Xue, explore the transformative impact of Artificial In...

A Global Overview of Market Movements for October 2023

07 Nov 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Quarterly Conversations Q3 2023 | Fixed Income

06 Nov 2023

Contributed by Lukas

Linda Eedes talks to Foord’s Portfolio Manager Farzana Bayat and Rashaad Tayob about how Foord’s fixed income have performed, what’s happening i...

Quarterly Conversations Q3 2023 | M.I.C.E. Update

01 Nov 2023

Contributed by Lukas

Linda Eedes talks to Portfolio Manager, Rashaad Tayob about M.I.C.E. framework, a useful gauge Foord uses to consider the macro landscape.

Quarterly Conversations Q3 2023 | Foord Flexible Fund of Funds

29 Oct 2023

Contributed by Lukas

Linda Eedes talks to Dave Foord about how the Foord Flexible Fund of Funds has performed, what’s happening in the market and how Foord is positioned...

Quarterly Conversations Q3 2023 | South African Equity

18 Oct 2023

Contributed by Lukas

Linda Eedes talks to Foord's Portfolio Manager Wim Murray about how Foord’s SA equity have performed, what’s happening in the market and how F...

Quarterly Conversations Q3 2023 | Multi Asset

17 Oct 2023

Contributed by Lukas

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happe...

A Global Overview of Market Movements for September 2023

09 Oct 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

Foord-Hassen Shariah Equity Fund Q3 2023 Commentary

05 Oct 2023

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through...

Foord Asia ex-Japan Fund Q3 2023 Commentary

05 Oct 2023

Contributed by Lukas

Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s perform...

Foord Global Equity Fund Q3 2023 Commentary

05 Oct 2023

Contributed by Lukas

Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s perform...

Foord Global Equity Australia Feeder Fund Q3 2023 Commentary

05 Oct 2023

Contributed by Lukas

Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance t...

Foord International Fund Q3 2023 Commentary

05 Oct 2023

Contributed by Lukas

Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q3 2023. ...

A Global Overview of Market Movements for August 2023

06 Sep 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

A Global Overview of Market Movements for July 2023

08 Aug 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global and South African markets and economies over t...

Foord-Hassen Shariah Equity Fund Q2 2023 Commentary

07 Jul 2023

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord-Hassen Shariah Equity Fund, provides an update on the fund’s performance through...

Foord Asia ex-Japan Fund Q2 2023 Commentary

07 Jul 2023

Contributed by Lukas

Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Asia ex-Japan Fund, provides an update on the fund’s perform...

Foord Global Equity Fund Q2 2023 Commentary

07 Jul 2023

Contributed by Lukas

Ishreth Hassen, head of research and multiple-counsellor portfolio manager on the Foord Global Equity Fund, provides an update on the fund’s perform...

Foord Global Equity Australia Feeder Fund Q2 2023 Commentary

07 Jul 2023

Contributed by Lukas

Brian Arcese, multiple-counsellor portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund’s performance t...

Foord International Fund Q2 2023 Commentary

07 Jul 2023

Contributed by Lukas

Brian Arcese, multiple-counsellor portfolio manager on the Foord International Fund, provides an update on the fund’s performance through Q2 2023. ...

A global overview of market movements for June 2023

04 Jul 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a nutshell’, Brian Arcese discusses what’s happened in global and South African markets and economies over t...

The demise of the Dollar - what are the alternatives?

15 Jun 2023

Contributed by Lukas

The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk...

3 Key Components to Assess the Trajectory of US inflation

07 Jun 2023

Contributed by Lukas

When looking at the outlook for inflation in the US we have to consider 3 key components. These being, the impact of commodity prices, rental prices i...

A global overview of market movements for May 2023

06 Jun 2023

Contributed by Lukas

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

The US banking crisis – what this means for SA banking

06 Jun 2023

Contributed by Lukas

Foord fixed income portfolio managers Rashaad Tayob and Farzana Bayat talk to Linda Eedes about the US banking crisis. After a steady rise in inflatio...

SA Equities: Where we see the best opportunities

22 May 2023

Contributed by Lukas

Linda Eedes talks to Wim Murray, multiple-counsellor portfolio manager on the Foord Equity Fund. Together they discuss the three categories of SA equi...

A global overview of market movements for April 2023

08 May 2023

Contributed by Lukas

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

Foord International Fund Q1 2023 Commentary

12 Apr 2023

Contributed by Lukas

Brian Arcese, portfolio manager on the Foord International Fund, provides an update on the fund's performance through Q1 2023.

Foord Global Equity Fund Q1 2023 Commentary

12 Apr 2023

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord Global Equity Fund, provides an update on the fund's performance through Q1 20...

Foord Global Equity Australia Feeder Fund Q1 2023 Commentary

12 Apr 2023

Contributed by Lukas

Brian Arcese, portfolio manager on the Foord Global Equity Australia Feeder Fund, provides an update on the fund's performance through Q1 2023. ...

Foord Asia Ex-Japan Fund Q1 2023 Commentary

12 Apr 2023

Contributed by Lukas

Ishreth Hassen, head of research and portfolio manager on the Foord Asia Ex-Japan Fund, provides an update on the fund's performance through Q1 20...

A global overview of market movements for March 2023

05 Apr 2023

Contributed by Lukas

In our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how ...

What is a technocratic government?

30 Mar 2023

Contributed by Lukas

What is a technocratic government? Dr Khanna explains this term as well as the institutions that best promote the government objectives. He also cover...

4 Economic Risks for 2023

23 Mar 2023

Contributed by Lukas

As investment managers we believe we are in the business of managing risk. Needless to say that as part of Foord's top-down approach to managing m...

Challenges and opportunities in a low growth environment

16 Mar 2023

Contributed by Lukas

In this episode, Linda Eedes and Mike Townshend unpack the South African economic landscape in order to understand where we are finding opportunities ...

A South African and global overview of market movements for February 2023

03 Mar 2023

Contributed by Lukas

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

A global overview of market movements for February 2023

03 Mar 2023

Contributed by Lukas

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements

Opportunities across the asset classes

01 Mar 2023

Contributed by Lukas

Linda Eedes talks with Nick Balkin, CIO for Foord SA and portfolio manager on our multi asset funds. Amongst other things, in this video Nick discusse...