Global Perspective - What in the world is going on?
With the US market at all-time highs, the Hang Seng at 25-year lows, Japan, Germany and the UK in recession, and central banks defying calls for rate cuts, it’s little wonder many are asking – what on earth is going on? In this webinar portfolio managers Brian Arcese and JC Xue take an objective look at what is going on in the world and provide perspective on what this means for our own suite of global funds – unpacking performance, stock picking beyond the big tech, the principles behind our decisions, our safety-first approach and positioning going forward.
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
06 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…
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 —…