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
Share this on:
Insights
09 Jul 2025
MARKETS IN A NUTSHELL — FOR JUNE 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes breaks down the key market trends of June. From the sharp recovery in US equities to emerging markets leading the charge, Linda unpacks the impact of…
07 Jul 2025
South Africa at a Crossroads: Power, Policy and Potential
The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what remains possible. In our latest podcast, portfolio manager Nancy…