A Global Overview of Market Movements for June 2025
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 emerging markets leading the charge, Linda unpacks the impact of geopolitical tensions, US policy changes, and currency movements. Tune in for insights on how Foord is navigating these dynamics while maintaining a disciplined approach to risk.
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9:09
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9:09
Foord Insights | South Africa at a Crossroads: Power, Policy & Potential
The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what remains possible.In our latest podcast, portfolio manager Nancy Hossack and political economist Frans Cronje unpack the country’s current trajectory — from faltering business and consumer confidence to the fragile gains under the Government of National Unity. Yet amid the uncertainty, a simple but powerful insight emerged: the entire country is the low-hanging fruit.
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45:52
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45:52
Foord Insights | Building Future-Proof Portfolios: Investing in Long-Term Innovation
In this episode, Foord Singapore portfolio managers Brian Arcese and Ishreth Hassen dive deep into the evolving landscape of innovation. They explore what truly defines transformative technologies versus short-lived trends, and how investors can navigate this complex space. From AI to biotech, cloud computing, and digital finance, they discuss the real value created by innovation and how it drives long-term returns.
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18:55
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18:55
A Global Overview of Market Movements for May 2025
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 past year and whether the rebound is built on solid ground. She also reflects on how Foord’s portfolios performed during the month, highlighting the value of cautious optimism and global diversification.
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9:20
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9:20
From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions
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 of trade and investment. They explore China’s shift toward high-tech innovation despite sanctions and how this is reshaping the country’s economy and long-term growth prospects.
South Africa