US Election 2020 Outcomes and Implications

America goes to the polls to complete voting for the most divisive US presidential race in living memory. Foord Singapore portfolio manager and US citizen Brian Arcese talks with analyst Nancy Hossack about the potential outcomes of the election and their implications for South Africa.

A recipe for dealing with rand stress

Of all the sources of financial stress, rand volatility is surely topmost for South African investors. As a nation, we obsess about the rand and its trajectory. Nancy Hossack, analyst at Foord Asset Management describes a simple strategy for investors to manage currency stress.

In the Room with Foord

Portfolio manager, Nick Balkin talks to INN8’s Stephen Backhouse about taking a forward-looking approach when it comes to making investment decisions.

Meet the Team 2020

Foord’s annual Meet the Team roadshow is a series of events in Durban, Johannesburg and Cape Town. We love that it gives us an opportunity to meet large numbers of direct investors face-to-face to discuss the markets, Foord funds and share our investment thinking.

Pravarshan Murugasen Appointed Head of Equity

We are pleased to communicate the internal appointment of Pravarshan Murugasen to the new investment team role of Head of Equity (HoE). The role subsumes some of the key functions of Head of Research (currently held by portfolio manager Nick Balkin) and Deputy Chief Investment Officer (Daryll Owen).

A Recipe for Dealing with Rand Stress

Of all the sources of financial stress, rand volatility is surely topmost for South African investors. As a nation, we obsess about the rand and its trajectory. Analyst NANCY HOSSACK describes a simple strategy for investors to manage currency stress.

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.

Did you Know? Hyperinflation

Hyperinflation describes excessive, accelerating and out-of-control price increases in an economy, at rates typically measuring more than 50% per month. Ballooning money supply coupled with demand-pull inflation (when demand for goods or services exceeds the supply) are the principal causes of hyperinflation.

Markets in a nutshell

Foreword | Issue 55 | 3rd Quarter 2020

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