Tech Titans In Focus: Contrasting The US And Chinese Tech Markets

Delivering Safe Investment Returns In 2024

The Year in Review

The Magnificent Seven

Markets in a Nutshell

Tech Titans In Focus: Contrasting The US And Chinese Tech Markets

The US technology sector was on a tear last year. It dramatically outperformed the tech sectors of other markets, including the world’s second biggest tech market, China. In this article, Foord Global Equity Fund portfolio managers Bian Arcese, Ishreth Hassen and JC Xue examine the underlying drivers of the US and Chinese tech sectors and their respective investment potential.

Delivering Safe Investment Returns In 2024

Despite the risks associated with expensive global share markets, the investment landscape still offers investors prospects for decent returns in 2024. Investment professional Linda Eedes writes that the global opportunity set has broadened over the past year — with better return prospects now available across a wider array of asset classes. In this article, she outlines several key areas of opportunity in the Foord multi-asset portfolios.

The Year in Review

After a very negative 2022 — when virtually all asset classes suffered in response to soaring inflation and rapidly rising interest rates — Foord’s investment team was not anticipating a bumper year last year. Portfolio manager Mike Townshend writes that the team started 2023 year climbing the proverbial ‘wall of worry’.

Did you know? The Magnificent Seven

Foreword | Issue 68 | 4th Quarter 2023

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