Insights

Last year was one of political upheaval and geopolitical tension, with key events shaping markets and influencing investment outcomes worldwide. Portfolio manager MIKE TOWNSHEND reviews the key investment events of…

After a year-long party in US equities, the dancefloor lights came on in December — revealing a more cautious mood in global markets. US share and bond markets fell about 2% in the month. The pullback was mirrored…

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.…

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…

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…

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…