This website uses cookies. Read more. Okay

Insights

Search by:

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.

Read more

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…

Read more

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…

Read more

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.…

Read more

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…

Read more

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…

Read more
newsletter subscription