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
03 Oct 2025
MARKETS IN A NUTSHELL — FOR SEPTEMBER 2025
In the latest episode of our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of September 2025. September capped off another strong month for risk assets, extending a…
02 Oct 2025
MARKETS IN A NUTSHELL — FOR SEPTEMBER 2025
Markets commenced September full of optimism and ended it euphoric. The US Federal Reserve cut rates for the first time in a year, Wall Street set new records again, and Chinese technology shares rediscovered their…