Insights

Developed market equities posted their first monthly gain this year. Hopes of a Russia/Ukraine war ceasefire provided some lift to market sentiment after a decidedly tetchy start to the year. Persistent US and…

Russian war threats against Ukraine turned into a full-scale invasion, trumping market worries about the direction and timing of the Fed’s interest rate decisions. Developed and emerging markets retraced as the risk…

Russia’s invasion of Ukraine strikes us as one of the most-expected unexpected events of recent times. Forged by his own sense of destiny and steeped in a revisionist ideal of Russian identity, President Putin has…

The past two years of living with COVID-19 has started some trends and accelerated others. Trends such as remote working are now well entrenched. Equity analyst DHERSAN CHETTY discusses another developing…

Foord has often described itself as a ‘safety-first’ fund manager. But what does this mean in the context of investment returns and the stage of the market cycle? PAUL CLUER revisits the concept.

January was a stark reminder to investors that risks abound. Developed market equities fell sharply and volatility spiked as investors reacted to hawkish signs from the US Federal Reserve portending an unexpectedly…