Insights
27 Jan 2022
THE YEAR IN REVIEW — And what’s in store
Last year kicked off optimistically with the pandemic-stained ‘annus horribilis’ of 2020 left behind. Behind this mini psychological victory there were other reasons for early optimism. NICK CURTIN writes about the…
07 Jan 2022
Markets in a nutshell — December 2021
Global equities were buoyed by signs that the highly transmissible Omicron COVID-19 variant appears to be substantially less virulent than previous variants. Optimistic investors rotated back into more cyclical…
15 Dec 2021
Small and mid caps — big opportunities
The small and mid-capitalisation sectors have been happy hunting grounds for Foord’s investment team over the decades. Portfolio manager MIKE TOWNSHEND explores the risks of investing in these less familiar stocks.
09 Dec 2021
Markets in a nutshell — November 2021
The new and potentially more transmissible Omicron COVID-19 variant latterly weighed on global equities, with the tech-heavy US bourses outperforming. European stocks underperformed on waning economic recovery…
16 Nov 2021
Staying the course
“When adversity strikes, that's when you have to be the most calm. Take a step back, stay strong, stay grounded and press on.” — LL Cool J. Portfolio manager NANCY HOSSACK revisits the thesis that share volatility…
11 Nov 2021
Markets in a nutshell — October 2021
Global equities rebounded after retracing in September. Investors shrugged off recurring evidence of supply-chain bottlenecks and possible peak in corporate margins, choosing instead to focus on stellar (though…