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09 Jan 2024

Light on Resoures — Why Foord Remains Underweight

Portfolio Manager Mike Townshend offers his insights into the resource sector and why Foord remains underweight in the current economic climate. Mike sheds light on the pivotal role commodities play in driving the sector and their impact on market trends.

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

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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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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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