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11 Jun 2026

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

Insights

14 Jul 2026

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…

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07 Jul 2026

MARKETS IN A NUTSHELL — FOR JUNE 2026

The thing about aftershocks is that they often arrive after the danger seems to have passed. So it has been with this year’s oil shock. The Strait of Hormuz is not yet back to normal, but a provisional deal between…

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