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Foord International Fund Q3 2022 Commentary

Brian Arcese, portfolio manager on the Foord International Fund provides an update on the fund's performance through Q3 2022.

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M.I.C.E Updated

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 framework to test current market levels.

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Why the US Labour Market is Hotter than Ever

Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.

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At the Mercy of the Mighty Dollar

Linda Eedes, investment executive at Foord discusses the recent movements of the rand.

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How to Think About Risk in the Current Inflationary Environment

Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.

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M.I.C.E. Update

Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.

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Markets in a Nutshell - October 2022

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 surprised on the upside. Emerging markets underperformed, led lower by a sharp decline in Chinese stocks after the precedent-breaking extension of President Xi’s tenure and consolidation of his power base. Coupled with little guidance on the lifting of the puzzling zero-COVID policies, this triggered the steepest five-day decline in the history of Hong Kong’s HSI.

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MARKETS IN A NUTSHELL - OCTOBER 2022

A South African and global overview of market movements for September 2022.

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EMERGING MARKETS - AT THE MERCY OF THE MIGHTY DOLLAR

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 is finding favour with the world’s investors: the US dollar.

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Asia ex-Japan

For investors with a higher risk profile seeking exposure to a diversified portfolio of listed Asian equities, excluding Japan.

Insights

13 Aug 2026

What matters more than getting market forecasts right? 

Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…

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04 Aug 2026

MARKETS IN A NUTSHELL — FOR JULY 2026

July brought an uneasy sense of déjà vu to markets. The fragile ceasefire between America and Iran collapsed, missile exchanges resumed and the Strait of Hormuz was once again closed to traffic. Iran struck tankers…

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