Tech Titans In Focus: Contrasting The US And Chinese Tech Markets

The US technology sector was on a tear last year. It dramatically outperformed the tech sectors of other markets, including the world’s second biggest tech market, China. In this article, Foord Global Equity Fund portfolio managers Bian Arcese, Ishreth Hassen and JC Xue examine the underlying drivers of the US and Chinese tech sectors and their respective investment potential.

Delivering Safe Investment Returns In 2024

Despite the risks associated with expensive global share markets, the investment landscape still offers investors prospects for decent returns in 2024. Investment professional Linda Eedes writes that the global opportunity set has broadened over the past year — with better return prospects now available across a wider array of asset classes. In this article, she outlines several key areas of opportunity in the Foord multi-asset portfolios.

The Year in Review

After a very negative 2022 — when virtually all asset classes suffered in response to soaring inflation and rapidly rising interest rates — Foord’s investment team was not anticipating a bumper year last year. Portfolio manager Mike Townshend writes that the team started 2023 year climbing the proverbial ‘wall of worry’.

Did you know? The Magnificent Seven

Foreword | Issue 68 | 4th Quarter 2023

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Markets in a Nutshell — For December 2023

Christmas came early for investors after US Federal Reserve chair Jay Powell gifted the markets a ‘dovish hold’. It was the biggest hint yet that the Fed could start to ease the squeeze by cutting interest rates early this year. US markets reacted by throwing a pivot party, with equity prices soaring and bond yields lurching lower. The euphoria was contagious, with the MSCI All Country World Index — which tracks shares in 23 developed and 24 emerging markets — jumping 4.8% in December.

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.

Markets in a nutshell — for December 2023

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

The Energy Transition — Opportunities For Astute Investors

Foord Asset Management portfolio managers Brian Arcese and Ishreth Hassen dive into the concept of energy transition as we explore the global shift from carbon-intensive fuels to renewable energy sources. They discuss the critical move towards sustainable energy options to mitigate the effects of global warming.

Foord Asia Ex-Japan Fund — A Matrix of Exciting Investment Opportunities

In this video, Foord Asset Management Portfolio Managers Brian Arcese, Ishreth Hassen, and JC Xue, delve into the intricacies of Foord’s Asia Ex-Japan Fund. They discuss the strategic decisions behind launching the Fund, alongside an analysis of the factors and prominent themes driving the fund's performance.