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All Episodes

Foord Asset Management — 139 episodes

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Title
1

An overview of global market movements for March 2026

2

An overview of global market movements for February 2026

3

An overview of global market movements for January 2026

4

An overview of global market movements for December 2025

5

An overview of global market movements for November 2025



6

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

7

An overview of global market movements for October 2025

8

A global overview of market movements for September 2025

9

A global overview of market movements for August 2025

10

A Global Overview of Market Movements for July 2025

11

A Global Overview of Market Movements for June 2025

12

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

13

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

14

A Global Overview of Market Movements for May 2025

15

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

16

A Global Overview of Market Movements for April 2025

17

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

18

A Global Overview of Market Movements for March 2025

19

A Global Overview of Market Movements for February 2025

20

A Global Overview of Market Movements for January 2025

21

A Global Overview of Market Movements for December 2024

22

A Global Overview of Market Movements for November 2024

23

A Global Overview of Market Movements for October 2024

24

Sectors, Stocks and Insights — The Evolving SA Equity Landscape

25

A Global Overview of Market Movements for September 2024

26

What's Shaping Global Economies and Markets?

27

A Global Overview of Market Movements for August 2024

28

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

29

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

30

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

31

A Global Overview of Market Movements for July 2024

32

A Global Overview of Market Movements for June 2024

33

Foord Insights | How Foord Is Positioned For A Shrinking JSE

34

Foord Insights | Exploring the Challenges and Promises of the NHI

35

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

36

Foord Insights | Is All That Glitters Still Gold?

37

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

38

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

39

A Global Overview of Market Movements for May 2024

40

Foord Asia ex-Japan Fund | Q1 2024 Quarterly Conversations

41

In Conversation with Dave Foord

42

Foord Global Equity Fund | Q1 2024 Quarterly Conversations

43

Multi Asset | Q1 2024 Quarterly Conversations

44

Foord Fixed Income Fund | Q1 2024 Quarterly Conversations

45

Foord-Hassen Shariah Equity Fund | Q1 2024 Quarterly Conversations

46

South African Equity | Q1 2024 Quarterly Conversations

47

A Global Overview of Market Movements for April 2024

48

A Global Overview of Market Movements for March 2024

49

A Global Overview of Market Movements for February 2024

50

Foord International Fund | Q4 2023 Quarterly Conversations

51

Foord Fixed Income Fund | Q4 2023 Quarterly Conversations

52

South African Equity | Q4 2023 Quarterly Conversations

53

Multi Asset | Q4 2023 Quarterly Conversations

54

Foord Asia ex-Japan Fund | Q4 2023 Quarterly Conversations

55

A Global Overview of Market Movements for January 2024

56

Foord Global Equity Fund | Q4 2023 Quarterly Conversations

57

Foord-Hassen Shariah Fund | Q4 2023 Quarterly Conversations

58

Foord Insights | How ESG is Changing the Investment Landscape

59

Foord Insights | Light On Resources - Why Foord Remains Underweight

60

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

61

Foord Insights | Geopolitical Dynamics - The West Versus The Rest

62

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

63

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

64

A Global Overview of Market Movements for December 2023

65

A Global Overview of Market Movements for November 2023

66

Foord Insights | Choosing Potential Over Perfection in ESG Investing

67

Foord Insights | How Foord Finds Value in Artificial Intelligence

68

A Global Overview of Market Movements for October 2023

69

Quarterly Conversations Q3 2023 | Fixed Income

70

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

71

Quarterly Conversations Q3 2023 | Foord Flexible Fund of Funds

72

Quarterly Conversations Q3 2023 | South African Equity

73

Quarterly Conversations Q3 2023 | Multi Asset

74

A Global Overview of Market Movements for September 2023

75

Foord-Hassen Shariah Equity Fund Q3 2023 Commentary

76

Foord Asia ex-Japan Fund Q3 2023 Commentary

77

Foord Global Equity Fund Q3 2023 Commentary

78

Foord Global Equity Australia Feeder Fund Q3 2023 Commentary

79

Foord International Fund Q3 2023 Commentary

80

A Global Overview of Market Movements for August 2023

81

A Global Overview of Market Movements for July 2023

82

Foord-Hassen Shariah Equity Fund Q2 2023 Commentary

83

Foord Asia ex-Japan Fund Q2 2023 Commentary

84

Foord Global Equity Fund Q2 2023 Commentary

85

Foord Global Equity Australia Feeder Fund Q2 2023 Commentary

86

Foord International Fund Q2 2023 Commentary

87

A global overview of market movements for June 2023

88

The demise of the Dollar - what are the alternatives?

89

3 Key Components to Assess the Trajectory of US inflation

90

A global overview of market movements for May 2023

91

The US banking crisis – what this means for SA banking

92

SA Equities: Where we see the best opportunities

93

A global overview of market movements for April 2023

94

Foord International Fund Q1 2023 Commentary

95

Foord Global Equity Fund Q1 2023 Commentary

96

Foord Global Equity Australia Feeder Fund Q1 2023 Commentary

97

Foord Asia Ex-Japan Fund Q1 2023 Commentary

98

A global overview of market movements for March 2023

99

What is a technocratic government?

100

4 Economic Risks for 2023

101

Challenges and opportunities in a low growth environment

102

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

103

A global overview of market movements for February 2023

104

Opportunities across the asset classes

105

Bracing for Budget 2023 and a grey listing decision

106

The FED versus the Market. Who will be proved right in 2023?

107

Is Asia decreasing its dependence on the US dollar?

108

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

109

A global overview of market movements for January 2023

110

Geopolitical changes in Asia

111

China - why we are cautiously optimistic

112

A South African and global overview of market movements for December 2022

113

A global overview of market movements for December 2022

114

Is export driving investment throughout Asia?

115

A South African and global overview of market movements for November 2022

116

A global overview of market movements for November 2022

117

Foord Income Funds: 4 tenets we invest by

118

MPC Nov 2022 Rate Hike

119

At the mercy of the mighty Dollar

120

Why the US labour market is hotter than ever

121

How to think about risk in the current inflationary environment

122

Is There a 4th Wave of Asian Growth?

123

M.I.C.E UPDATE

124

A South African and global overview of market movements for October 2022

125

A global overview of market movements for October 2022

126

Is there a common Asian identity?

127

The Asian Renaissance

128

A South African and global overview of market movements for September 2022

129

A global overview of market movements for September 2022

130

A global overview of market movements for August 2022

131

A South African and global overview of market movements for August 2022

132

A global overview of market movements for July 2022

133

A South African and global overview of market movements for July 2022

134

Retail - feeling the pinch

135

SA Politics - Implications of recent voting trends

136

Foord Equity Fund - what are the stocks and themes impacting Foord's thinking? - July 2022

137

Foord's multi-asset class views - July 2022

138

A global overview of market movements for June 2022

139

A South African and global overview of market movements for June 2022