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 philosophy in building safety-first investment portfolios.

Foord Global Equity Fund Q3 2022 Commentary

Portfolio manager, JC Xue provides an update on the Foord Global Equity Fund performance for Q3 2022.

Foord Asia ex-Japan Fund Q3 2022 Commentary

JC Xue, portfolio manager on the Foord Asia Ex-Japan Fund provides an update on the fund's performance for Q3 2022.

Foord International Fund Q3 2022 Commentary

Brian Arcese, portfolio manager on the Foord International Fund provides an update on the fund's performance through Q3 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 framework to test current market levels.

Why the US Labour Market is Hotter than Ever

Portfolio manager, Nancy Hossack, gives an overview of global markets and how we are positioned accordingly.

At the Mercy of the Mighty Dollar

Linda Eedes, investment executive at Foord discusses the recent movements of the rand.

How to Think About Risk in the Current Inflationary Environment

Investment executive, Nick Curtin talks with portfolio manager Nick Balkin about how to think about risk in the current inflationary environment.

M.I.C.E. Update

Investment executive, Linda Eedes talks with portfolio manager, Rashaad Tayob about a useful framework that Foord uses to consider macro economic risk.

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 surprised on the upside. Emerging markets underperformed, led lower by a sharp decline in Chinese stocks after the precedent-breaking extension of President Xi’s tenure and consolidation of his power base. Coupled with little guidance on the lifting of the puzzling zero-COVID policies, this triggered the steepest five-day decline in the history of Hong Kong’s HSI.