Insights
12 Jan 2023
China - Turning a Corner?
Chinese equities were resilient in 2020 as the country (ironically) avoided the COVID-19 recessions that afflicted most other economies. China then heavily underperformed after implementing strict zero-COVID…
12 Jan 2023
The Year in Review
Calendar year 2022 started with a tone of cautious optimism. However, all too swiftly markets succumbed to a new threat: rising global inflation. Investment professional LINDA EEDES describes how the inflation theme…
12 Jan 2023
Foord Umbrella Provident Fund — A Thousand-Bagger Investment
The Foord staff provident fund in which all Foord employees invest was started in April 1987 as the brainchild of the then Foord & Meintjes principals, Dave Foord, Liston Meintjes and Mark Hodges. The contribution…
10 Jan 2023
MARKETS IN A NUTSHELL - DECEMBER 2022
December’s market decline saw global equities ending the year down 18% in US dollar terms. Continued hawkish central bank rhetoric on quelling inflation, which has spread to the services sectors, clashed with…
14 Dec 2022
Five Economic Risks Heading Into 2023
While markets were swept up by the holiday spirit, central banks continued to aggressively raise interest rates globally. During November we saw another sobering set of 75 basis point interest rate increases in…
08 Dec 2022
MARKETS IN A NUTSHELL - NOVEMBER 2022
Global equities had their best month of the year as investors drew cheer from the US Federal Reserve intimation that its unrelenting pace of interest rate increases may slow. Some early data pointed towards…