Insights

The thing about aftershocks is that they often arrive after the danger seems to have passed. So it has been with this year’s oil shock. The Strait of Hormuz is not yet back to normal, but a provisional deal between…

US and world share market indices again made new records, helped by better-than-expected corporate earnings and the AI boom. Semiconductor shares have had their strongest start to the year since the dotcom bubble.…

Markets snapped back in April after the March rout. While the Iranian war settled into an uneasy ceasefire, the Strait of Hormuz — the narrow channel through which much of the world’s oil and gas normally moves —…

Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…

Brian Arcese, Portfolio Manager at Foord Asset Management, explains how the Foord International Fund’s all-weather approach is positioned for 2026

February ended in dramatic fashion as the United States and Israel launched air strikes on Iran. Iran’s supreme leader, Ayatollah Khamenei, was reported killed. Tehran described the attack as ‘criminal’ and vowed…