BOOK DASH’S MILESTONE TWO MILLION BOOKS

FOORD EQUITY FUND’S NEW PORTFOLIO MANAGER

HOSPITAL STOCKS ON THE MEND

SAFETY FIRST

DID YOU KNOW - EVERYTHING RALLY

Markets in a nutshell — December 2021

Global equities were buoyed by signs that the highly transmissible Omicron COVID-19 variant appears to be substantially less virulent than previous variants. Optimistic investors rotated back into more cyclical European markets, despite lockdowns across several EU countries while the tech-heavy US market underperformed.

Small and mid caps — big opportunities

The small and mid-capitalisation sectors have been happy hunting grounds for Foord’s investment team over the decades. Portfolio manager MIKE TOWNSHEND explores the risks of investing in these less familiar stocks.

Markets in a nutshell — November 2021

The new and potentially more transmissible Omicron COVID-19 variant latterly weighed on global equities, with the tech-heavy US bourses outperforming. European stocks underperformed on waning economic recovery expectations and continued high gas price expectations.

The commodity theme

Commodity prices are rising and likely to rise faster than the level of inflation going forward. In this podcast Dave Foord discusses Foord’s interest in new commodities such as copper.

Gold, cash and liquidity

Gold is a hedge against the risk of systemic failure. Dave Foord discusses gold, cash and liquidity.