Insights

Markets snapped back in April after the March rout. While the Iranian war settled into an uneasy ceasefire, the Strait of Hormuz — the narrow channel through which much of the world’s oil and gas normally moves —…

Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…

Brian Arcese, Portfolio Manager at Foord Asset Management, explains how the Foord International Fund’s all-weather approach is positioned for 2026

February ended in dramatic fashion as the United States and Israel launched air strikes on Iran. Iran’s supreme leader, Ayatollah Khamenei, was reported killed. Tehran described the attack as ‘criminal’ and vowed…

January was a stark reminder for investors that geopolitics is more than background noise. The year started with a geopolitical bang and the world’s risk premium rose. Markets advanced through much of the month,…

The year ended as it began: with Donald Trump in the news, investors betting on interest rate cuts, and markets and gold at or near all-time highs. In December, the US Federal Reserve trimmed rates for the third…