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05 Jul 2023

South Africa's Debt Dilemma — Risks and Opportunities

South Africa’s sovereign fundamentals have deteriorated alarmingly over the past decade — so much so that the country now finds itself entangled in a debt crisis. Portfolio manager FARZANA BAYAT looks at the…

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05 Jul 2023

Markets in a nutshell — June 2023

Global equity markets rallied broadly again in June, seemingly immune to sticky inflation and possible further US, UK and Eurozone rate hikes. This capped a robust first half to 2023, with the MSCI World Index…

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06 Jun 2023

Market in a nutshell - May 2023

Global share, bond and commodity markets were weaker in May as major central banks pushed ahead with further interest rate hikes amidst the US debt ceiling standoff. The US S&P 500 index only eked out a slight gain…

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11 May 2023

MARKETS IN A NUTSHELL - APRIL 2023

Despite further turmoil and concerns for slowing global growth, most global equity markets advanced in April. The US S&P500 Index even bounced back to levels last seen in February — before the regional banking…

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08 May 2023

Foord Flexible Fund Turns 15

The Foord Flexible Fund of Funds is Foord’s best investment view unit trust for South African retail investors. Managing director PAUL CLUER profiles the fund’s investment objective and track record on its 15-year…

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20 Apr 2023

The Fed Rate Hikes Take Their Toll On Banks

After the most aggressive rate hiking cycle by the US Federal Reserve in 50 years, cracks are now beginning to appear in the global financial system. It is not surprising to us that highly leveraged sectors such as…

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