Foord's New Portfolio Managers Need No Introduction

We are pleased to announce the appointments of Nancy Hossack and JC Xue as portfolio managers. They may be familiar to readers of Foreword or to investors who have attended roadshow events over the years. Their appointments reflect our preference for developing and promoting from within the firm.

The Cupboard Is Now Bare

It is difficult to remember the heady days of the 2010 Soccer World Cup and the general sense of national euphoria and ‘gees’ we experienced. Business development manager NICK CURTIN writes how the national mood is very different as we limp into 2021.

Year in Review

We will remember 2020 as the year COVID-19 dramatically impacted our lives. Portfolio manager MIKE TOWNSHEND looks at the year that was.

The Rise And Rise Of The Foord Global Equity Fund

The Foord Global Equity Fund performed extraordinarily well in 2020, which was an extraordinary year by any measure. Portfolio manager ISHRETH HASSEN reviews the fund’s index-beating performance.

Did You Know? Dr Copper

The copper price has long been a reliable barometer of the health of the global economy—so much so that it attracted the moniker, Dr Copper. The red metal has ubiquitous application across most sectors of the economy, especially in the building industry, car production, electronics and power generation and transmission. New green technologies such as wind farms, electric vehicles and related charging infrastructure are also all copper intensive.

Foreword | Issue 56 | 4th Quarter 2020

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Year in review

We will remember 2020 as the year COVID-19 dramatically impacted our lives. Portfolio manager Mike Townshend looks at the year that was.

Foord Global Funds boost SA performance

Returns on Foord’s South African multi-asset funds rank near the top of their respective peer groups this year as might be expected from Foord during especially troubled markets. The two Foord global funds buoyed performance, with both funds achieving all-time high price points in recent months. The price highs are meaningful in the context of the steady compounding of returns over time.

Inflation — the biggest destroyer of capital

Inflation in the principal developed economies has been a subdued affair for the past quarter-century. But it hasn’t always been so. William Fraser discusses inflationary pressures in the world’s developed economies.

US Elections 2020 — What A Biden Win Means For South Africa

As the dust settles on the US elections, Foord Singapore portfolio manager and US citizen Brian Arcese discusses the outcome and analyst Nancy Hossack talks about what a Biden win means for South Africa.