Foreword | Issue 63 | 3rd Quarter 2022

<p></p>

MARKETS IN A NUTSHELL - SEPTEMBER 2022

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 feel, as long-term investors we take them in a positive light to the extent that the capital market distortions resulting from many years of absurdly loose monetary and fiscal policy settings are steadily unwinding.

Higher for longer – investing in an era of structural inflation

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

MARKETS IN A NUTSHELL - SEPTEMBER 2022

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

In conversation with Dave Foord

In this podcast, Nedgroup Investments' Anil Jugmohan talks to Dave Foord about the upcoming 15 year anniversary of the Nedgroup Investments Stable Fund, the many landmines Foord has had to navigate since inception and how his early investment experience benefited him in doing so. 

MARKETS IN A NUTSHELL - AUGUST 2022

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 Fed governor’s commitment to tighten financial conditions despite knowingly causing “pain” to households.

MARKETS IN A NUTSHELL - AUGUST 2022

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

MARKETS IN A NUTSHELL - AUGUST 2022

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.