THE ECONOMIC EFFECTS OF WAR

Russia’s invasion of Ukraine strikes us as one of the most-expected unexpected events of recent times. Steeped in a revisionist ideal of Russian identity, President Putin is rattling the cage of the current world order. NICK CURTIN writes about the inflationary pressures that result from the war.

The cupboard is now bare

It is difficult to remember the heady days of the 2010 Soccer World Cup and the general sense of national euphoria and ‘gees’ we experienced. Business development manager Nick Curtin writes how the national mood is very different as we limp into 2021.

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 in early August. What is the yen carry trade, why was it unwinding, and how did that cause an impact on global markets?

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 Japan’s decision to raise rates by 25 basis points caused a swift unwinding of yen carry trades. The yen’s rapid appreciation triggered the biggest selloff in Japanese stocks since Black Monday in 1987. Wall Street followed as nervous investors took profits, leading to broader selloffs across global markets.

Markets In A Nutshell — For August 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes covers the global market shifts in August, from early turbulence to a rebound sparked by Fed signals. She discusses gold’s record highs, gains in fixed income markets, and how Foord Asset Management is strategically positioned to navigate these changes.

Beyond The Great Firewall Of China — An Investment Immersion

Asia is the backyard of Foord’s global investment team, which is based in the booming city-state of Singapore. In May, the Foord Singapore investment team hosted 22 South African investment professionals on an 11-day, in-depth investment immersion of Singapore, Macau, Hong Kong, Shenzhen and Beijing. Julie Macleod-Henderson recounts the concept behind the tour and key observations from this maiden voyage.

Trump 2.0. What This Means For Global Interest Rates, SA And The Rand

Investment professional Linda Eedes and Chief Investment Officer Nick Balkin discuss how Trump’s potential return can influence investment decisions, both locally and globally.

Rate Cuts And Fixed Income. What Can We Expect In The Coming Quarters

Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space.

Politics, SA Inc And What's In It For Investors

Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity market.