Uncertainty levels always feel sky-high when financial markets suffer bouts of extreme stress. It is natural for people to lose confidence in their understanding of how things should work when paradigm shifts occur.…
There has been a seismic change in global oil markets, with potentially devastating long-term risks to the global economy and geopolitics. Portfolio manager and resources analyst MIKE TOWNSHEND looks at the politics…
It is already old news that global equity markets fell precipitously in March on expectations that the COVID-19 pandemic would trigger a global recession. The S&P 500 Index in the US recorded its fastest-ever bear…
Current Market Volatility and Implications for Foord Investors
Panic reverberated across world markets on Monday, 9 March, fuelled by the spread outside of China of the Covid-19 virus, and the slump in oil prices following the all-out oil price war between Saudi Arabia and…
Growing fears of a global COVID-19 pandemic dominated markets in February as partial quarantines and severe travel and supply-chain disruptions sapped world growth expectations. Global equities (-8.4% in US dollars)…
Global equity markets were buoyant in 2019, delivering the best calendar year return in a decade. This was a dramatic turnaround from the negative returns of 2018. The JSE’s mining stocks surged, but SA Inc.…
