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
11 Jun 2026
MARKETS IN A NUTSHELL — FOR MAY 2026
Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.
03 Jun 2026
MARKETS IN A NUTSHELL — FOR MAY 2026
US and world share market indices again made new records, helped by better-than-expected corporate earnings and the AI boom. Semiconductor shares have had their strongest start to the year since the dotcom bubble.…