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Foord Asset Management

by Foord Asset Management

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Chart positions today · India

Not on the India charts we track today.

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Latest episodes

South Africa’s political map is being redrawn

October 19, 2026 · 47 min

South Africans vote in municipal elections on 4 November, but the political shifts at play reach well beyond local government. Join the conversation with Foord portfolio manager Nancy Hossack and political economist Frans Cronje to look at…
How diversified is your portfolio, really?

October 9, 2026 · 13 min

Owning more investments does not necessarily mean you are diversified. The ten largest companies now make up around 40% of the S&P 500, while South Africa’s market carries its own concentration risk through gold and precious-metals…
US dominance, Asian opportunity and the case for diversification

September 17, 2026 · 17 min

Has US exceptionalism gone too far? Portfolio managers Brian Arcese and Ishreth Hassen discuss US market concentration, US equity valuations and the risks of global portfolios becoming increasingly exposed to one market, one currency…
Is the AI jobs shock more talk than reality?

September 11, 2026 · 12 min

The predictions that artificial intelligence would make entire professions redundant were confident. But jobs in areas thought to be most vulnerable have still not disappeared as expected, and businesses are increasingly training employees…
How the Nostradamus of AI got it wrong, while being right

August 13, 2026 · 12 min

July’s market returns may have looked relatively flat on the surface, but beneath them lay significant volatility across AI-related technology stocks. In this episode, Linda Eedes unpacks the story of a high-profile AI hedge fund…

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What matters more than getting market forecasts right?

August 11, 2026 · 17 min

Inflation is rising again, interest rate expectations keep shifting, oil prices are moving around, and AI optimism is still driving market excitement. Where do these varying signals leave investors? In our latest podcast, client portfolio…
AI: Opportunity with Caution

July 17, 2026 · 21 min

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world…
AI Mania, Inflation and the real test for investors

July 8, 2026 · 12 min

AI has captured the market’s imagination, but inflation may prove the more persistent test. Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms often bring overvaluation and…
An overview of global market movements for May 2026

June 11, 2026 · 10 min

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom. In this episode of Markets in a Nutshell…
An overview of what lies ahead for global markets

May 14, 2026 · 9 min

After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build. In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from…
An overview of global market movements for March 2026

April 8, 2026 · 8 min

March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start to fall. But by mid-March, the escalation of the Israel-American conflict with…
An overview of global market movements for February 2026

March 5, 2026 · 8 min

In February 2026, the S&P 500 stalled while international markets surged, outperforming the US by the widest margin since 2009. From ‘AI scare trades’ to US policy uncertainty, investors are questioning the long-held assumption of US…