Insights

The famous British economist, Sir John Maynard Keynes, reportedly said that ‘it is better to be approximately right than precisely wrong’ [1]. Investment executive NICK CURTIN discusses how Foord embraces this…

We’ve written previously about the M.I.C.E. framework that Foord uses as a temperature gauge for share markets. With global bourses now in bear market territory, portfolio manager RASHAAD TAYOB revisits the…

Developed market equities rallied, with US bourses outperforming their European counterparts. Despite rising bond yields, the US Dow Jones Industrial Average posted its best October on record as third-quarter US GDP…

In September, the rand broke through R18 to the US dollar for the first time since the COVID-19 crisis. Investment executive Linda Eedes writes that the rand’s recent slump is less about the rand and more about what…

September was another difficult month as global equities continued their downward march with investors becoming increasingly worried about the prospects for economic growth. As uncomfortable as these events might…

Brian Arcese, Portfolio Manager at Foord, discusses inflation and how we continue to believe it to be more structural than transitory.