Insights
05 Dec 2024
MARKETS IN A NUTSHELL — FOR NOVEMBER 2024
The GOP clean sweep of the US elections and the ensuing Trump Trade dominated global markets in November. US stock markets rallied to their best monthly performance this year on the conclusive elections result.…
07 Nov 2024
MARKETS IN A NUTSHELL — FOR OCTOBER 2024
After robust gains in September, most equity sectors retraced in October as attention increasingly focused on the US elections. Share markets in Europe fell more on growth worries and euro weakness. Emerging markets…
16 Oct 2024
Local Is Lekker For The Foord Equity Fund
The Foord Equity Fund has been a stalwart of South Africa’s Equity—General unit trust category for 22 years. On 1 October 2024 the fund changed sectors to the newly introduced SA—Equity—SA General sector, which is…
16 Oct 2024
Will South Africa's Cautious Rate Cut Cut It?
The South African Reserve Bank’s recent decision to cut interest rates by just 0.25% signals a measured approach as the global rate-cutting cycle gathers momentum. As central banks around the world react to easing…
16 Oct 2024
The US Presidential Election: What Investors Need To Know
As the US approaches its presidential election, the stakes extend far beyond political leadership — the economic ramifications are substantial and global in reach. With Vice President Kamala Harris leading former…
04 Oct 2024
MARKETS IN A NUTSHELL — FOR SEPTEMBER 2024
All asset classes jumped in September after the US Federal Reserve commenced its rate-cutting cycle more aggressively than expected. Emerging markets and commodities rallied strongly when the Chinese government…