Insights
16 Nov 2020
Inflation — the biggest destroyer of capital
Inflation in the principal developed economies has been a subdued affair for the past quarter-century. But it hasn’t always been so. William Fraser discusses inflationary pressures in the world’s developed economies.
30 Oct 2020
A recipe for dealing with rand stress
Of all the sources of financial stress, rand volatility is surely topmost for South African investors. As a nation, we obsess about the rand and its trajectory. Nancy Hossack, analyst at Foord Asset Management…
31 Aug 2020
The More Things Change...
The COVID-19 pandemic has dramatically and swiftly changed our living routines and operating habits. Future gazers have opined on how much of our daily lives will change permanently. But Foord Singapore analyst JC…
28 Jul 2020
Investing Through the Noise
Uncertainty levels always feel sky-high when financial markets suffer bouts of extreme stress. It is natural for people to lose confidence in their understanding of how things should work when paradigm shifts occur.…
15 Jun 2020
The evolving politics of oil
There has been a seismic change in global oil markets, with potentially devastating long-term risks to the global economy and geopolitics. Portfolio manager and resources analyst MIKE TOWNSHEND looks at the politics…
08 Apr 2020
Weathering the COVID-19 market rout
It is already old news that global equity markets fell precipitously in March on expectations that the COVID-19 pandemic would trigger a global recession. The S&P 500 Index in the US recorded its fastest-ever bear…