Foord Asset Management
Market insights and commentary from Foord Asset Management.
South Africa4 articlesLast published 11 Jun 2026
EquitiesMulti-Asset
Research
Foord Asset ManagementMulti-Asset
MARKETS IN A NUTSHELL - FOR MAY 2026
Foord Asset Management's monthly markets podcast reviews global market performance in May 2026, noting continued equity gains driven by the AI investment boom despite Middle East conflict, higher oil prices, and trade tensions. Host Linda Eedes examines the implications of the AI race and structural deglobalisation-driven inflation for diversified investment portfolios.
11 Jun 2026
Foord Asset ManagementEquities
Emerging Asia - opportunities beyond the headlines
Foord Singapore's Dalphin Hou argues that geopolitical wariness toward Emerging Asia has driven valuations to levels that already price in substantial risk, creating an attractive entry point relative to concentrated US-heavy global portfolios. The piece highlights North Asian semiconductor and hardware dominance, China's consumer spending potential, and regional platform businesses as distinct sources of return versus expensive American growth themes.
3 Jun 2026
Foord Asset ManagementMulti-Asset
Markets in a Nutshell - for April 2026
Foord Asset Management's monthly podcast reviews April 2026 global market developments, including a sharp rebound following a volatile March amid escalating geopolitical tensions. Presenter Linda Eedes examines the macroeconomic backdrop, the risk of persistently higher inflation, and cautions against investor complacency.
15 May 2026
Foord Asset ManagementMulti-Asset
The risks markets are ignoring
Foord Asset Management founder Dave Foord argues that political dynamics, sovereign debt burdens, and mispriced credit risk are the dominant forces shaping markets, yet are widely underappreciated by investors. He contends that inflation serves as a quiet mechanism for governments to erode debt, favouring real assets over financial claims, while private credit markets may be concealing significant risk built up during the era of easy money.
12 May 2026