Insights
06 Apr 2023
MARKETS IN A NUTSHELL - MARCH 2023
“Beware the ides of March,” said the soothsayer in Shakespeare’s Julius Caesar. Caesar would have done well to heed this warning: he was assassinated soon after in mid-March of 44 BCE. The ides of March 2023…
08 Mar 2023
MARKETS IN A NUTSHELL - FEBRUARY 2023
In early February, the US Federal Reserve announced its eighth interest rate hike this cycle. The smaller 25bps increase takes the federal funds rate to 4.75%. With headline inflation slowing, investors were quick…
02 Mar 2023
Exploiting the Disconnect - Foord’s China Experience
Portfolio Managers, Brian Arcese and J.C Xue discuss Foord's market-contrarian position on China and how this has panned out well in recent months. We believe there is a feasible runway ahead for additional…
06 Feb 2023
MARKETS IN A NUTSHELL - JANUARY 2023
On 22 January, Foord Singapore ushered in Chinese New Year as the Year of the Tiger gave way to the Year of the Rabbit. Traditionally, the tiger embodies courage, strength and resilience — as it turned out, all…
24 Jan 2023
Nick Balkin appointed Foord South Africa Chief Investment Officer
Nick Balkin appointed Foord South Africa Chief Investment Officer
12 Jan 2023
China - Turning a Corner?
Chinese equities were resilient in 2020 as the country (ironically) avoided the COVID-19 recessions that afflicted most other economies. China then heavily underperformed after implementing strict zero-COVID…