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Markets In A Nutshell

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HEAD DEALER HEATHER RIDLEY RETIRES

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FOORD FEEDER FUNDS

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CELEBRATING TEN YEARS IN SINGAPORE

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THE INFLATION GENIE

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THE ECONOMIC EFFECTS OF WAR

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FOORD INTERNATIONAL FUND — A FUND FOR ALL SEASONS

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Foreword | Issue 61 | 1st Quarter 2022

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Impact of the Russia-Ukraine war on commodity markets

Portfolio Manager and global commodities analyst, Mike Townshend talks to Nedgroup Investments’ Anil Jugmohan about changes to Regulation 28 and offshore allocations as well as the impact the Russa-Ukraine war has on commodity markets.

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Markets in a nutshell — March 2022

Developed market equities posted their first monthly gain this year. Hopes of a Russia/Ukraine war ceasefire provided some lift to market sentiment after a decidedly tetchy start to the year. Persistent US and global inflation and the US Federal Reserve forecasting up to eight interest rate increases for 2022 remain headwinds. Emerging markets lagged after Russian equities were removed from most global indices at a zero value and Chinese bourses struggled on further zero-COVID policy lockdowns.

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