Foord Asset Management

Foord Asset Management
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Investment stewardship since 1981

  1. An overview of global market movements for January 2026

    FEB 5

    An overview of global market movements for January 2026

    January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s Markets in a Nutshell, investment professional Linda Eedes recaps January 2026, from equity gains amid tensions to sharp commodity reversals. Volatility reminded us that crowded trades can unwind with little notice, underscoring the value of diversification, liquidity and fundamentals. The key lesson? Preparation matters more than prediction: deploy capital with discipline as opportunities broaden across regions and sectors.

    9 min
  2. An overview of global market movements for December 2025

    JAN 16

    An overview of global market movements for December 2025

    Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets outperforming the US by double digits. Commodities surged to record highs. Linda Eedes reflects on a remarkable year of unexpected outcomes – and why misbehaving markets remain the greatest certainty as investors step into 2026.

    8 min
  3. An overview of global market movements for November 2025



    12/08/2025

    An overview of global market movements for November 2025



    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.

    7 min
  4. Dave Foord on Politics, Debt, and the Future of Markets

    11/26/2025

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

    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.

    23 min
  5. An overview of global market movements for October 2025

    11/06/2025

    An overview of global market movements for October 2025

    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.

    7 min
  6. A global overview of market movements for September 2025

    10/03/2025

    A global overview of market movements for September 2025

    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.

    9 min
  7. A global overview of market movements for August 2025

    09/05/2025

    A global overview of market movements for August 2025

    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.

    8 min
  8. A Global Overview of Market Movements for July 2025

    08/07/2025

    A Global Overview of Market Movements for July 2025

    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.

    8 min
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About

Investment stewardship since 1981

Information

  • Creator
    Foord Asset Management
  • Years Active
    2022 - 2026
  • Episodes
    137
  • Rating
    Clean
  • Copyright
    © Foord Asset Management
  • Show Website
    Foord Asset Management