Insights

In finance, complex events often get simplified into catchy explanations. Recently, the ‘unwinding of the yen carry trade’ was widely cited as a key catalyst for the turmoil that shook global stock and bond markets…

August started poorly for global equity markets. In the US, disappointing manufacturing data, weaker new jobs numbers and the unemployment rate rising to 4.3% sparked fears of a recession. Meanwhile, the Bank of…

Asia is the backyard of Foord’s global investment team, which is based in the booming city-state of Singapore. In May, the Foord Singapore investment team hosted 22 South African investment professionals on an…

July witnessed a sharp slowing of the US jobs market and a stock market rotation. Conviction in big tech seems to finally be wavering, with investors piling into small-cap companies and interest rate-sensitive…

Sustainable income streams have always been fundamental to Foord’s long-term investment philosophy. Portfolio managers bring an acute awareness of environmental, social and governance (ESG) factors to the stock…

President Ramaphosa hurriedly signed the controversial National Health Insurance (NHI) bill into law days before the end of his term. Foord’s healthcare analyst Dhersan Chetty unpacks the implications of the NHI,…