All Episodes
Foord Asset Management — 146 episodes
Is the AI jobs shock more talk than reality?
How the Nostradamus of AI got it wrong, while being right
What matters more than getting market forecasts right?
AI: Opportunity with Caution
AI Mania, Inflation and the real test for investors
An overview of global market movements for May 2026
An overview of what lies ahead for global markets
An overview of global market movements for March 2026
An overview of global market movements for February 2026
An overview of global market movements for January 2026
An overview of global market movements for December 2025
An overview of global market movements for November 2025
Dave Foord on Politics, Debt, and the Future of Markets
An overview of global market movements for October 2025
A global overview of market movements for September 2025
A global overview of market movements for August 2025
A Global Overview of Market Movements for July 2025
A Global Overview of Market Movements for June 2025
Foord Insights | South Africa at a Crossroads: Power, Policy & Potential
Foord Insights | Building Future-Proof Portfolios: Investing in Long-Term Innovation
A Global Overview of Market Movements for May 2025
From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions
A Global Overview of Market Movements for April 2025
Foord Insights | SA Equities. No growth? No problem!
A Global Overview of Market Movements for March 2025
A Global Overview of Market Movements for February 2025
A Global Overview of Market Movements for January 2025
A Global Overview of Market Movements for December 2024
A Global Overview of Market Movements for November 2024
A Global Overview of Market Movements for October 2024
Sectors, Stocks and Insights — The Evolving SA Equity Landscape
A Global Overview of Market Movements for September 2024
What's Shaping Global Economies and Markets?
A Global Overview of Market Movements for August 2024
Foord Insights | Rate cuts and Fixed Income. What Can We Expect In The Coming Quarters.
Foord Insights | Trump 2.0. What This Means For Global Interest Rates, SA and The Rand.
Foord Insights | Politics, SA Inc and What’s In It for Investors.
A Global Overview of Market Movements for July 2024
A Global Overview of Market Movements for June 2024
Foord Insights | How Foord Is Positioned For A Shrinking JSE
Foord Insights | Exploring the Challenges and Promises of the NHI
Foord Insights | Anglo American - Shaking Up The Global Resources Industry
Foord Insights | Is All That Glitters Still Gold?
Foord Insights | Are South African Equities Worth Investing In Times Of Low Economic Growth?
Foord Insights | Are Inflation-Linked Bonds An Under-Appreciated Asset Class?
A Global Overview of Market Movements for May 2024
Foord Asia ex-Japan Fund | Q1 2024 Quarterly Conversations
In Conversation with Dave Foord
Foord Global Equity Fund | Q1 2024 Quarterly Conversations
Multi Asset | Q1 2024 Quarterly Conversations
Foord Fixed Income Fund | Q1 2024 Quarterly Conversations
Foord-Hassen Shariah Equity Fund | Q1 2024 Quarterly Conversations
South African Equity | Q1 2024 Quarterly Conversations
A Global Overview of Market Movements for April 2024
A Global Overview of Market Movements for March 2024
A Global Overview of Market Movements for February 2024
Foord International Fund | Q4 2023 Quarterly Conversations
Foord Fixed Income Fund | Q4 2023 Quarterly Conversations
South African Equity | Q4 2023 Quarterly Conversations
Multi Asset | Q4 2023 Quarterly Conversations
Foord Asia ex-Japan Fund | Q4 2023 Quarterly Conversations
A Global Overview of Market Movements for January 2024
Foord Global Equity Fund | Q4 2023 Quarterly Conversations
Foord-Hassen Shariah Fund | Q4 2023 Quarterly Conversations
Foord Insights | How ESG is Changing the Investment Landscape
Foord Insights | Light On Resources - Why Foord Remains Underweight
Foord Insights | Inflation - The Long Road Back To 2%
Foord Insights | Geopolitical Dynamics - The West Versus The Rest
Foord Insights | Thematic Investing - Creating Opportunities For Forward Thinking Investors
Foord Insights | Property - The Hybrid Asset That Triggers Strong Views
A Global Overview of Market Movements for December 2023
A Global Overview of Market Movements for November 2023
Foord Insights | Choosing Potential Over Perfection in ESG Investing
Foord Insights | How Foord Finds Value in Artificial Intelligence
A Global Overview of Market Movements for October 2023
Quarterly Conversations Q3 2023 | Fixed Income
Quarterly Conversations Q3 2023 | M.I.C.E. Update
Quarterly Conversations Q3 2023 | Foord Flexible Fund of Funds
Quarterly Conversations Q3 2023 | South African Equity
Quarterly Conversations Q3 2023 | Multi Asset
A Global Overview of Market Movements for September 2023
Foord-Hassen Shariah Equity Fund Q3 2023 Commentary
Foord Asia ex-Japan Fund Q3 2023 Commentary
Foord Global Equity Fund Q3 2023 Commentary
Foord Global Equity Australia Feeder Fund Q3 2023 Commentary
Foord International Fund Q3 2023 Commentary
A Global Overview of Market Movements for August 2023
A Global Overview of Market Movements for July 2023
Foord-Hassen Shariah Equity Fund Q2 2023 Commentary
Foord Asia ex-Japan Fund Q2 2023 Commentary
Foord Global Equity Fund Q2 2023 Commentary
Foord Global Equity Australia Feeder Fund Q2 2023 Commentary
Foord International Fund Q2 2023 Commentary
A global overview of market movements for June 2023
The demise of the Dollar - what are the alternatives?
3 Key Components to Assess the Trajectory of US inflation
A global overview of market movements for May 2023
The US banking crisis – what this means for SA banking
SA Equities: Where we see the best opportunities
A global overview of market movements for April 2023
Foord International Fund Q1 2023 Commentary
Foord Global Equity Fund Q1 2023 Commentary
Foord Global Equity Australia Feeder Fund Q1 2023 Commentary
Foord Asia Ex-Japan Fund Q1 2023 Commentary
A global overview of market movements for March 2023
What is a technocratic government?
4 Economic Risks for 2023
Challenges and opportunities in a low growth environment
A South African and global overview of market movements for February 2023
A global overview of market movements for February 2023
Opportunities across the asset classes
Bracing for Budget 2023 and a grey listing decision
The FED versus the Market. Who will be proved right in 2023?
Is Asia decreasing its dependence on the US dollar?
A South African and global overview of market movements for January 2023
A global overview of market movements for January 2023
Geopolitical changes in Asia
China - why we are cautiously optimistic
A South African and global overview of market movements for December 2022
A global overview of market movements for December 2022
Is export driving investment throughout Asia?
A South African and global overview of market movements for November 2022
A global overview of market movements for November 2022
Foord Income Funds: 4 tenets we invest by
MPC Nov 2022 Rate Hike
At the mercy of the mighty Dollar
Why the US labour market is hotter than ever
How to think about risk in the current inflationary environment
Is There a 4th Wave of Asian Growth?
M.I.C.E UPDATE
A South African and global overview of market movements for October 2022
A global overview of market movements for October 2022
Is there a common Asian identity?
The Asian Renaissance
A South African and global overview of market movements for September 2022
A global overview of market movements for September 2022
A global overview of market movements for August 2022
A South African and global overview of market movements for August 2022
A global overview of market movements for July 2022
A South African and global overview of market movements for July 2022
Retail - feeling the pinch
SA Politics - Implications of recent voting trends
Foord Equity Fund - what are the stocks and themes impacting Foord's thinking? - July 2022
Foord's multi-asset class views - July 2022
A global overview of market movements for June 2022
A South African and global overview of market movements for June 2022