MARKETS IN A NUTSHELL — FOR MAY 2026
Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.
In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here.
She explores how the AI race is reshaping global markets, why deglobalisation may keep inflation structurally higher and what these shifts could mean for diversified investment portfolios.
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
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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…