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
10 Mar 2026
YOU CAN'T PREDICT THE MARKETS, BUT YOU CAN PREPARE FOR THEM
Brian Arcese, Portfolio Manager at Foord Asset Management, explains how the Foord International Fund’s all-weather approach is positioned for 2026
04 Mar 2026
MARKETS IN A NUTSHELL — FOR FEBRUARY 2026
February ended in dramatic fashion as the United States and Israel launched air strikes on Iran. Iran’s supreme leader, Ayatollah Khamenei, was reported killed. Tehran described the attack as ‘criminal’ and vowed…