THE ECONOMIC EFFECTS OF WAR

Russia’s invasion of Ukraine strikes us as one of the most-expected unexpected events of recent times. Steeped in a revisionist ideal of Russian identity, President Putin is rattling the cage of the current world order. NICK CURTIN writes about the inflationary pressures that result from the war.

The cupboard is now bare

It is difficult to remember the heady days of the 2010 Soccer World Cup and the general sense of national euphoria and ‘gees’ we experienced. Business development manager Nick Curtin writes how the national mood is very different as we limp into 2021.

Quarterly Conversations Q1 2024 I Foord South African Equity

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Quarterly Conversations Q1 2024 I Foord Multi Asset

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Quarterly Conversations Q1 2024 I Foord Fixed Income Fund

Linda Eedes talks to portfolio managers Farzana Bayat and Rashaad Tayob about how Foord’s fixed income funds performed in Q1 2024, what’s happening in the market and how Foord is positioned going forward.

Quarterly Conversations Q1 2024 I Foord Global Equity Fund

Portfolio managers Brian Arcese, JC Xue and Ishreth Hassen provide analysis on the performance of the Foord Global Equity Fund for Q1 2024.

Markets In A Nutshell — For April 2024

Developed world equity and bond markets slumped in April on a combination of hot inflation data and slowing economic growth in the world’s biggest economy. The US has now recorded three consecutive months of hotter-than-expected inflation readings. Market participants are alive to the fact that the US Federal Reserve won’t be easing rates as fast or as much as previously expected. Markets are today pricing in just one Fed rate cut in all of 2024 — dramatically lower than the six to seven cuts expected at the start of the year.

Markets In A Nutshell — For April 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

Did you know? ASEAN

Performance review — light at the end of the tunnel