MARKETS IN A NUTSHELL - AUGUST 2022

Developed market equities retraced after Fed Chairman Powell’s hawkish comments at the Jackson Hole economic symposium held in the last week of August. Any near-term hopes for a dovish Fed pivot were dashed by the Fed governor’s commitment to tighten financial conditions despite knowingly causing “pain” to households.

MARKETS IN A NUTSHELL - AUGUST 2022

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global and South African markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

MARKETS IN A NUTSHELL - AUGUST 2022

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

Why ESG matters

ESG is an area asset managers are having to think more about. In this video, Linda Eedes discusses what ESG means, and why it matters.

RETAIL — FEELING THE PINCH

Equity analyst DHERSAN CHETTY writes about how rising food inflation and rising interest rates are headwinds for consumers and food manufacturers alike in South Africa.

We're going on a bear hunt

Michael Rosen’s award-winning children’s book We’re Going on a Bear Hunt tells the story of five children who venture out to hunt a bear. In this article, investment executive LINDA EEDES tells the story of Foord’s fund managers venturing out to hunt a bear market.

Asian middle-class consumer

There are many investment themes within our portfolios at Foord, each works under different environments and helps us construct all weather portfolios to generate the best risk-adjusted returns for the long-term. One investment theme that is active across our portfolios revolves around Asia, especially in Asia's middle class consumer. In this video, Portfolio Manager, JC Xue discusses the Asian middle class consumer.

Macro thoughts and positioning

In this video, Brian Arcese discusses the number of contributors to the inflationary tailwinds and how markets are affected. He touches on which markets are attractive and the conservative positioning of the Foord Funds as a result of all these factors.