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
Insights
19 Apr 2021
Quo vadis, cleantech investors?
Renewed global commitment to the environment has ignited much investment chatter, driving stocks in the cleantech and renewables space to ultra-high valuations. Foord Singapore portfolio manager, Brian Arcese…
12 Apr 2021
Finding Inflation-beating Returns
Portfolio manager at Foord Singapore, Brian Arcese, reflects on the anniversary of the pandemic-driven sell-off and how investors can find inflation-beating opportunities in the markets.