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
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…
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…