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
12 Sep 2024
Understanding The Yen Carry Trade And How It Caused Such A Market Fuss
In finance, complex events often get simplified into catchy explanations. Recently, the ‘unwinding of the yen carry trade’ was widely cited as a key catalyst for the turmoil that shook global stock and bond markets…
05 Sep 2024
Markets In A Nutshell — For August 2024
August started poorly for global equity markets. In the US, disappointing manufacturing data, weaker new jobs numbers and the unemployment rate rising to 4.3% sparked fears of a recession. Meanwhile, the Bank of…