Insights
06 Sep 2023
MARKETS IN A NUTSHELL — AUGUST 2023
After July’s rallies, global equity and bond markets took a U-turn in August. Developed economies find themselves in a tug-of-war between growth and inflation. In the US, upbeat economic data and hawkish comments…
05 Sep 2023
The Threat of Fiscal Dominance in the US and Implications for Investors
After a double whammy of negative returns for both equity and bond investors in 2022, many investors anticipating a US recession this year thought 2023 may turn out to be the Year of the Bond. But in stark contrast,…
08 Aug 2023
Markets in a Nutshell — July 2023
Risk assets rallied again in July, adding to the robust gains achieved in the first half of the year. Early investor worries over everything from US bank failures to global recessions have seemingly faded. We are…
07 Aug 2023
Are There Opportunities in SA Inc. Stocks?
As fund managers, we are always on the lookout for opportunities that can generate good returns. This is true even — or perhaps especially — when sentiment is at its worst. An area of the local market that has…
05 Jul 2023
Foord's High Conviction Call on the Global Energy Transition
The global energy transition presents a compelling opportunity for the astute investor. Its implications extend far beyond a simplistic switch from fossil fuels to renewable energy. Instead, it invites a nuanced…
05 Jul 2023
Cultivating Financial Literacy in the Young Minds of Tomorrow
While the thought of introducing complex monetary concepts to a young mind may seem overwhelming, studies from institutions like Cambridge University suggest that children as young as three can begin grasping basic…