Videos
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…
21 Oct 2021
China — regulating for change
Recent Chinese regulatory initiatives across high-profile industries have spooked global investors.
15 Jul 2021
Inflation is the enemy of long-term investors
Dave Foord touches on why governments need inflation.
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.
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.
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.
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.
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.
15 Jul 2021
Global bond markets
Dave Foord discusses Foord's view on the global bond market.
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.
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.