Foreword | Issue 68 | 4th Quarter 2023
DID YOU KNOW? THE MAGNIFICENT SEVEN
‘The Magnificent Seven’ is an appropriated name now being used to describe the seven US technology companies that were the darlings of the stock market in 2023. These companies are Apple, Microsoft, Google parent Alphabet, retail giant Amazon, chip maker Nvidia, Facebook parent Meta Platforms and electric vehicle pioneer Tesla.
Read the full article >
THE YEAR IN REVIEW
After a very negative 2022 — when virtually all asset classes suffered in response to soaring inflation and rapidly rising interest rates — Foord’s investment team was not anticipating a bumper year last year. Portfolio manager MIKE TOWNSHEND writes that the team started 2023 year climbing the proverbial ‘wall of worry’.
Read the full article >
DELIVERING SAFE INVESTMENT RETURNS IN 2024
Despite the risks associated with expensive global share markets, the investment landscape still offers investors prospects for decent returns in 2024. Investment professional LINDA EEDES writes that the global opportunity set has broadened over the past year — with better return prospects now available across a wider array of asset classes. In this article, she outlines several key areas of opportunity in the Foord multi-asset portfolios.
Read the full article >
TECH TITANS IN FOCUS: CONTRASTING THE US AND CHINESE TECH MARKETS
The US technology sector was on a tear last year. It dramatically outperformed the tech sectors of other markets, including the world’s second biggest tech market, China. In this article, Foord Global Equity Fund portfolio managers BRIAN ARCESE, ISHRETH HASSEN and JC XUE examine the underlying drivers of the US and Chinese tech sectors and their respective investment potential.
Read the full article >
MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.
Read the full article >