Insights
24 Nov 2022
We'd Rather be Mostly Right than Precisely Wrong
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…
10 Nov 2022
M.I.C.E Updated
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…
08 Nov 2022
Markets in a Nutshell - October 2022
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…
02 Nov 2022
EMERGING MARKETS - AT THE MERCY OF THE MIGHTY DOLLAR
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…
11 Oct 2022
MARKETS IN A NUTSHELL - SEPTEMBER 2022
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…
05 Oct 2022
Higher for longer – investing in an era of structural inflation
Brian Arcese, Portfolio Manager at Foord, discusses inflation and how we continue to believe it to be more structural than transitory.