Foreword | Issue 72 | 4th Quarter 2024
DID YOU KNOW? AMERICAN EXCEPTIONALISM
American exceptionalism is the belief that the United States is inherently different from other nations, often seen as having a unique mission to spread democracy and freedom globally. Rooted in the nation's founding principles, it suggests that America's political, economic, and cultural systems are superior or exceptional compared to those of other countries. This concept has shaped American identity and foreign policy, influencing everything from international diplomacy to military interventions and economic decisions.
2024 IN REVIEW
Last year was one of political upheaval and geopolitical tension, with key events shaping markets and influencing investment outcomes worldwide. Portfolio manager MIKE TOWNSHEND reviews the key investment events of 2024 and the performance of the Foord investment funds.
IT'S STILL A MINEFIELD OUT THERE — HOW TO THRIVE IN 2025
Five Foord portfolio managers each pitched an investment scenario that investors may need to navigate in looking to thrive in 2025. From a ‘boring is better’ defensive approach to reasons why hospitals could deliver healthy returns despite NHI concerns, the panel — moderated by LINDA EEDES — offered the following insights to help investors remain resilient amidst global uncertainty.
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THE TRUMP TRADE — WHAT THE SECOND TRUMP PRESIDENCY COULD MEAN FOR MARKETS
Donald Trump’s return to the Oval Office in January 2025 has reignited debate about his ‘America First’ approach and its impact on global markets. Portfolio Manager RASHAAD TAYOB gives his perspective on the Trump Trade.
FOOD PRODUCERS — BACK ON THE MENU
Historically, the Food Producers sector on the JSE Limited has been unloved, for understandable reasons. However, the sector has heated up and was one of the best performing sectors on the local bourse in 2024. Equity analyst DHERSAN CHETTY revisits the investment case and explains why the Foord Equity Fund was a big investor in food producers.
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UPDATE ON THE MULTIPLE-COUNSELLOR MANAGER MIX FOR 2025
Foord has successfully operated a multiple-counsellor system for the management of investment portfolios for the past 15 years. Managing Director PAUL CLUER provides an update to investors on changes for 2025.
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MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.
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