MARKETS IN A NUTSHELL - MAY 2022

With developed market equities ending flat and emerging markets slightly up, one could be forgiven for thinking that May was uneventful. It was in fact another volatile month that included the markets’ worst one-day return in nearly two years. This was followed by a final week rally, driven (ironically) by hopes for more dovish US Federal Reserve policy on prospects of slowing growth. Continued market volatility should be expected in the near term, given the myriad uncertainties around persistent inflation, rising interest rates and slowing economic growth.

Foord Asset Management welcomes seasoned investment professional Linda Eedes

Foord is delighted to announce the appointment of Linda Eedes to its investment team from 1 June 2022.

How does Foord manage risk in the Foord Flexible Fund?

Dave Foord discusses how diversification is used to manage risk in the Foord Flexible Fund.

What hedging strategies are employed in the Foord Flexible Fund especially on currency risk?

Dave Foord discusses what hedging strategies are employed in the Foord Flexible Fund, especially on currency risk.

Explain the Foord Flexible Fund's seemingly high current equity weight of 75%

The amount of equity holding in the Foord Flexible Fund may appear very high, Dave Foord explains the reasoning behind this.

Why has the Foord Flexible Fund underperformed in the last year?

Dave Foord discusses the reasoning behind the underperformance of the Foord Flexible Fund in the last year.

Can the Foord Flexible Fund beat its inflation +5% benchmark in the next 5 years?

Dave Foord discusses the prospect of the Foord Flexible Fund beating inflation by 5% in the next 5 years.

What are the respective mandates of the Foord Flexible and Foord Balanced Funds?

Dave Foord discuss the respective risk mandates of the Foord Flexible and Foord Balanced Funds.

Small and mid caps. Runway for growth.

Small caps often present great opportunities for nimble investors. Portfolio manager, Wim Murray, shares the characteristics of these smaller companies that can often lead to opportunities.