Foord Asset Management

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 collapse and the lessons it offers on risk management. She explores why successful investing is about more than predicting the future, highlighting the importance of diversification, valuation discipline and avoiding leverage to build resilient portfolios for the long term. 
 
Tune in for a timely reminder that successful investing is not about predicting the future with certainty, but about building resilient portfolios that can endure whatever the future brings

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 manager Dalphin Hou and portfolio manager Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates and changing market expectations could mean for investors.

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 productivity is getting harder to ignore.
 
In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market froth could signal for investors, and why companies are now likely to start optimising their AI spend.

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 painful capital losses when too much capital chases too many opportunities at the wrong price.
 
AI matters. But even the strongest investment themes can become risky when enthusiasm leaves little margin of safety.
 
Meanwhile, the forces that helped keep inflation low for decades are beginning to unwind. Inflation may not dominate headlines like AI, but it remains one of the greatest threats to long-term purchasing power.
 
In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.

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, Linda Eedes focuses on what matters from here.
 
She explores how the AI race is reshaping global markets, why deglobalisation may keep inflation structurally higher and what these shifts could mean for diversified investment portfolios.