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10 Oct 2024

Global economic forces that will reshape the next U.S. presidential term

With the world braced for another US presidential election, we look at the implications of the candidates’ policy proposals on the US and global economies. But regardless of who wins, powerful forces are reshaping the global economy and are set to define the next presidential term. Will we witness a shifting balance of power? And what does this mean for long-term investors? In this webinar, portfolio managers Brian Arcese and Ishreth Hassen discuss the macroeconomic trends that may play out over the next four years, and the implications for Foord’s global investment strategy.

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

13 Aug 2026

What matters more than getting market forecasts right? 

Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…

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04 Aug 2026

MARKETS IN A NUTSHELL — FOR JULY 2026

July brought an uneasy sense of déjà vu to markets. The fragile ceasefire between America and Iran collapsed, missile exchanges resumed and the Strait of Hormuz was once again closed to traffic. Iran struck tankers…

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