This website uses cookies. Read more. Okay

Videos

Search by:

03 Nov 2021

The China Thesis

Dave Foord discusses the China investment thesis.

Watch now

26 Oct 2021

Celebrating 40 years of Investment Stewardship

It has been a privilege to serve our investors over the past 40 years. As Dave Foord states in this podcast, much has happened during this time, but much has stayed the same. And we remain steadfastly committed to…

Watch now

21 Oct 2021

China — regulating for change

Recent Chinese regulatory initiatives across high-profile industries have spooked global investors.

Watch now

15 Jul 2021

Inflation is the enemy of long-term investors

Dave Foord touches on why governments need inflation.

Watch now

15 Jul 2021

Five deflationary forces

Governments have avoid deflation because it is bad for those who are indebted. In this video Dave Foord discusses five global deflationary forces.

Watch now

15 Jul 2021

Economic wars and US inflation expectations

Economic wars are not just in currencies and trade. The US has managed to weaken Japan and Europe by tilting the playing field. Dave Foord shares his thinking.

Watch now

15 Jul 2021

Capital misallocation — when interest rates are below inflation

When interest rates are below inflation we get misallocation of capital. Dave Foord mentions the winners and losers.

Watch now

15 Jul 2021

Disruption is opportunity

Dave Foord discusses disruptions to various industries and sectors and how these disruptions can be opportunities for making and losing money.

Watch now

15 Jul 2021

How covid has disrupted earnings

COVID has been a catalyst to accelerate some emerging trends. In this short video, Dave Foord gives a brief overview on interest rates, world equities and market valuations.

Watch now

15 Jul 2021

Global bond markets

Dave Foord discusses Foord's view on the global bond market.

Watch now

14 Jun 2021

Investment Insight — In Conversation With Dave Foord

Dave Foord shares his views on what the biggest drivers of growth will be in a post pandemic world with Nedgroup Investment’s Rob Johnson.

Watch now

09 Jun 2021

What Makes An Investment Strategy Sustainable?

Ishreth Hassen, portfolio manager on the Foord Global Equity Fund, explains Foord’s improving performance over the years.

Watch now
newsletter subscription