DID YOU KNOW? PGMS

The Year in Review 2019

Global equity markets were buoyant in 2019, delivering the best calendar year return in a decade. This was a dramatic turnaround from the negative returns of 2018. The JSE’s mining stocks surged, but SA Inc. counters struggled. Portfolio manager MIKE TOWNSHEND looks at the year that was.

Setting Smart Financial Goals For The New Decade

The new year heralds the prospect of a fresh start and the setting of new year’s resolutions. KAREN DU TOIT recommends that investors take the opportunity to set smart financial goals for the coming decade and beyond.

SOUTH EAST ASIA – THE NEXT INVESTMENT FRONTIER

Dave Foord talks about the opportunities he sees in South East Asia and how forces like banking in Europe and the US election are likely to affect investment.

FOREWORD | ISSUE 52 | 4th QUARTER 2019

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More Than Enough

In an innovative first for the financial services industry, Foord Asset Management is targeting its consumer education initiatives at the very youngest generation. It has just published the first in a planned series of beautiful picture books to teach children aged four to seven the basic concepts of investing.

How To Invest For The Children In Your Life

Since ancient times, it has been customary to plant a tree when a child is born. The tree is a reminder of the loved one who planted it for her. In modern times where many families are split across the world, planting a tree may not be practical. But as ARLENE THOMPSON explains, seeding an investment account for your child, godchild, grandchild, niece or nephew is easy.

Simple But Not Easy

For many of us, investing appears to be a complex field of study with mathematical formulas resembling hieroglyphics. This may be true for a Masters of Finance textbook, but there is another, arguably more important, side to investing. KAREN DU TOIT explores the fuzzy, less mathematical, human behavioural aspect of investing.

Preserving Investor Capital - The Foord Way

Capital preservation is fundamental to compounding long-term inflation-beating returns. WILLIAM FRASER explains the importance of liquidity, patience, objective thinking and flexibility.

It's Time In The Market That Counts

After a period of underperformance in 2017 and 2018, I feel compelled to thank investors for their patience and placing their trust in Foord. We take the stewardship of investments very seriously and look after investors’ savings with the same level of duty and care as we do our own.