CELEBRATING TEN YEARS IN SINGAPORE

THE INFLATION GENIE

THE ECONOMIC EFFECTS OF WAR

FOORD INTERNATIONAL FUND — A FUND FOR ALL SEASONS

Foreword | Issue 61 | 1st Quarter 2022

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Impact of the Russia-Ukraine war on commodity markets

Portfolio Manager and global commodities analyst, Mike Townshend talks to Nedgroup Investments’ Anil Jugmohan about changes to Regulation 28 and offshore allocations as well as the impact the Russa-Ukraine war has on commodity markets.

Markets in a nutshell — March 2022

Developed market equities posted their first monthly gain this year. Hopes of a Russia/Ukraine war ceasefire provided some lift to market sentiment after a decidedly tetchy start to the year. Persistent US and global inflation and the US Federal Reserve forecasting up to eight interest rate increases for 2022 remain headwinds. Emerging markets lagged after Russian equities were removed from most global indices at a zero value and Chinese bourses struggled on further zero-COVID policy lockdowns.

The Asian Renaissance

In this interview, Foord portfolio manager Brian Arcese talks to Dr Parag Khanna about his book "The Future is Asian", the opportunities and potential in this rapidly growing and exciting region.

Is there a common Asian identity?

In this podcast Dr Khanna discusses whether there is a common Asian identity or if a nationalistic identity is more important in Asia. He also discusses the importance of China both economically and geo-politically to the region.

Is there a 4th Wave of Asian Growth?

Dr Khanna discusses interesting areas to look at in the Asian countries, in terms of investment opportunities.