Foreword | Issue 79 | 3rd Quarter 2026
THE RISING COST OF MONEY
Governments across the world are paying more to borrow. The consequences reach well beyond bond markets, which have been selling off. Foord Managing Director PAUL CLUER explains how higher interest rates find their way into household budgets, including here in South Africa.
SO WHERE IS THE AI JOBS SHOCK?
Artificial intelligence can already do work once reserved for people. So why has the predicted jobs shock failed to arrive? Investment executive LINDA EEDES looks at what the evidence tells us about employment, and the danger of investing on a single forecast.
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CHINA'S TOUGHEST COMPETITION IS AT HOME
China’s businesses have made striking gains in technology and manufacturing. Their closest rivals are often just down the road. After September’s Foord Orient Express investment immersion, Foord South Africa Chief Investment Officer NICK BALKIN considers what that rivalry means for the companies we own.
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EL NIÑO AND THE PRICE OF FOOD
A hotter, drier summer threatens South Africa’s crops and could push up food prices. But the effects on company profits will vary. Portfolio Manager MIKE TOWNSHEND and Analyst DHERSAN CHETTY examine how prepared the country — and the businesses in our portfolios — are for El Niño.
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THE GREAT WEALTH TRANSFER — START THE CONVERSATION
Wealth may pass to the next generation in a day. Understanding how to look after it takes much longer. In the second article in our series on wealth succession, Head of Distribution JULIE MACLEOD-HENDERSON explains why families should begin talking well before an inheritance arrives.
DID YOU KNOW? FOORD TURNS 45
On 1 October 1981, Dave Foord and Liston Meintjes opened an investment firm in Market House on Cape Town’s Greenmarket Square. In those days, large life insurers dominated investment management in South Africa. The Foord founders set out to prove that a smaller firm could take better care of investors’ money over the long term.
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MARKETS IN A NUTSHELL
We summarise the market movements for the latest quarter.
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