The pin that popped the bubble
Global equity markets delivered the best calendar-year return of the decade in 2019. Many markets were at or near all-time highs. Nick Curtin talks to Foord Singapore portfolio manager Brian Arcese about the market’s dramatic fall from grace. And how the Foord global funds remain conservatively positioned, balanced and not reliant on one outcome. At the time of recording this podcast COVID-19 had claimed the lives of over 50 000 people worldwide. Within days that figure had increased by tens of thousands. This landscape is ever changing.
The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za
Share this on:
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
04 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…
31 Oct 2025
The Fixed Income Opportunity
Governments are again living beyond their means. In the United States, spending exceeds revenue by some $2 trillion a year. One-fifth of federal income is now devoted to interest payments. South Africa faces a…