Markets in a Nutshell — for June 2026
AI has captured the market’s imagination, but inflation may prove the more persistent test.
Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms often bring overvaluation and painful capital losses when too much capital chases too many opportunities at the wrong price.
AI matters. But even the strongest investment themes can become risky when enthusiasm leaves little margin of safety.
Meanwhile, the forces that helped keep inflation low for decades are beginning to unwind. Inflation may not dominate headlines like AI, but it remains one of the greatest threats to long-term purchasing power.
In this month’s Markets in a Nutshell, Linda Eedes explores why valuation discipline, inflation resilience and portfolio diversification still matter.
The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za
Share this on:
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
05 Oct 2026
MARKETS IN A NUTSHELL — FOR SEPTEMBER 2026
US President Donald Trump wants America to have the world’s lowest interest rates. However, in September his chosen Federal Reserve chairman raised them. Concurrently, US government bonds suffered their worst month…
03 Sep 2026
MARKETS IN A NUTSHELL — FOR AUGUST 2026
America’s national debt surpassed an eye-popping $40 trillion last month. The country still runs a budget deficit of around 6% of GDP, unusually large for an economy that is growing. Interest on past borrowing now…