Insights
11 Feb 2025
MARKETS IN A NUTSHELL — FOR JANUARY 2025
January started well for investors, despite threats to US tech valuations and newly inaugurated US President Donald Trump’s opening salvo of executive orders rattling markets. But it was European bourses that…
20 Jan 2025
Update On The Multiple-Counsellor Manager Mix for 2025
Foord has successfully operated a multiple-counsellor system for the management of investment portfolios for the past 15 years. Managing Director PAUL CLUER provides an update to investors on changes for 2025.
20 Jan 2025
Food Producers — Back On The Menu
Historically, the Food Producers sector on the JSE Limited has been unloved, for understandable reasons. However, the sector has heated up and was one of the best performing sectors on the local bourse in 2024.…
17 Jan 2025
The Trump Trade — What The Second Trump Presidency Could Mean For Markets
Donald Trump’s return to the Oval Office in January 2025 has reignited debate about his ‘America First’ approach and its impact on global markets. Portfolio Manager RASHAAD TAYOB gives his perspective on the Trump…
17 Jan 2025
It's Still A Minefield Out There — How To Thrive In 2025
Five of Foord’s seasoned portfolio managers each pitched an investment scenario that investors may need to navigate in looking to thrive in 2025. From a ‘boring is better’ defensive approach to reasons why hospitals…
16 Jan 2025
2024 in Review
Last year was one of political upheaval and geopolitical tension, with key events shaping markets and influencing investment outcomes worldwide. Portfolio manager MIKE TOWNSHEND reviews the key investment events of…