MARKETS IN A NUTSHELL — FOR DECEMBER 2025
Rate cuts and resilient growth defied recession fears in 2025. Global equities delivered their strongest year since 2019, with European and emerging markets outperforming the US by double digits. Commodities surged to record highs. Linda Eedes reflects on a remarkable year of unexpected outcomes – and why misbehaving markets remain the greatest certainty as investors step into 2026.
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
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
05 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…
04 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
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,…