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

China’s economic challenges are well documented. But do the headlines tell the whole story? Following a recent trip to China, Foord’s South African CIO, Nick Balkin, joins Linda Eedes to discuss the country’s technological innovation, intense competition and investment opportunities. They explore why individual businesses can thrive despite subdued economic…

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 where power is moving in South Africa. They talk about coalition stability, the…

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 shares. In this episode, Linda Eedes examines why portfolios can hold many securities yet…

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 and one investment theme. From the valuation gap between the US and Asia to overlooked businesses…

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 to use AI more effectively. In this episode, Linda Eedes considers what AI’s evolving impact on employment…