Foreword | Issue 76 | 4th Quarter 2025
DID YOU KNOW? REAL ESTATE INVESTMENT TRUSTS (REITS)
Real Estate Investment Trusts (REITs) allow investors to gain exposure to income-generating property without having to buy physical buildings. In South Africa, REITs own and manage a wide range of assets — from shopping centres and offices to industrial parks, logistics warehouses and specialist properties such as healthcare facilities.
2025: THE YEAR IN REVIEW
Last year proved to be a year of strong gains across virtually all asset classes, in South Africa as well as in most regions abroad. This came despite persistent geopolitical uncertainty, Trump's policy volatility, and stagnant growth in South Africa. Portfolio manager Mike Townshend looks at the year that was.
GOLD FEVER: TO OWN THE METAL OR THE MINES?
Gold has once again reclaimed investor attention. Its price surged to record highs in 2025 as central banks ramped up purchases, investors sought shelter from rising geopolitical risk, and the credibility of major fiat currencies came under strain. Portfolio managers Nick Balkin and Rashaad Tayob tackle an important portfolio question relating to gold — how to own it?
Read the full article >
LISTED PROPERTY — ROOM FOR GROWTH
Listed property isn't the easiest asset class to like. It is sensitive to interest rates, relies on access to debt and in South Africa is also entangled with weak growth, broken infrastructure and patchy investor sentiment. However, investment analyst Dylan Griffiths writes that with interest rates turning and regional dynamics improving, the property sector may offer room for growth.
Read the full article >
STAYING THE COURSE — WHY TIME IN THE MARKET STILL MATTERS MOST
Foord's investment philosophy, shaped over more than four decades, rests on a simple, if uncomfortable, truth: the surest way to build investment wealth is to give your investments time. Investment executive Linda Eedes writes that staying invested creates the space for compounding to work.
Read the full article >
WEI LU TAN APPOINTED CEO OF FOORD SINGAPORE
We are pleased to announce the appointment of Wei Lu Tan as Chief Executive Officer of Foord Singapore with effect from 1 January 2026. Her nomination was approved by the Monetary Authority of Singapore in December 2025, and she also joins the board of Foord Asset Management (Singapore) Pte. Limited.
WHY THE TAX-FREE SAVINGS ACCOUNT DESERVES A PLACE IN EVERY PORTFOLIO
As we move into 2026, it's worth revisiting some of the quieter building blocks of long-term investing. Not the ideas that dominate headlines, but the ones that do the work steadily over decades. One of these is the Tax-Free Savings Account (TFSA). Director Diane Behr provides more insight on the TFSA.
THAT'S JUST NUTS — FOORD'S LATEST CHILDREN'S BOOK
Investing isn't always about numbers, graphs, markets and economics. At Foord it's also about acorns, squirrels, woodpeckers, tortoises and now monkeys. Author and Foord communications manager, Christina Castle, gives us a sneak peek into the pages of our latest and timely children's book about saving and investing, That's just nuts.
Read the full article >
MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.
Read the full article >
Share this on:
