Insights

We’ve written previously about the M.I.C.E. framework that Foord uses as a temperature gauge for share markets. With global bourses now in bear market territory, portfolio manager RASHAAD TAYOB revisits the…

Developed market equities rallied, with US bourses outperforming their European counterparts. Despite rising bond yields, the US Dow Jones Industrial Average posted its best October on record as third-quarter US GDP…

In September, the rand broke through R18 to the US dollar for the first time since the COVID-19 crisis. Investment executive Linda Eedes writes that the rand’s recent slump is less about the rand and more about what…

September was another difficult month as global equities continued their downward march with investors becoming increasingly worried about the prospects for economic growth. As uncomfortable as these events might…

Brian Arcese, Portfolio Manager at Foord, discusses inflation and how we continue to believe it to be more structural than transitory.

Developed market equities retraced after Fed Chairman Powell’s hawkish comments at the Jackson Hole economic symposium held in the last week of August. Any near-term hopes for a dovish Fed pivot were dashed by the…