Safety First in the Face of Russian Strikes

Russia’s invasion of Ukraine strikes us as one of the most-expected unexpected events of recent times. Forged by his own sense of destiny and steeped in a revisionist ideal of Russian identity, President Putin has executed a decidedly aggressive change of course, rattling the cage of the current world order. In hindsight, it is difficult to feign surprise at this outcome.

NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 1

In this podcast Dave Foord shares his thoughts on surviving the industry for over 40 years with Justin Newdigate.

NEWDIGATE INSIGHTS: IN CONVERSATION WITH DAVE FOORD – PART 2

In this podcast Dave Foord discusses how to finish first, the importance of knowing yourself and the discomfort of being right with Justin Newdigate.

Hospital Stocks on the Mend

The past two years of living with COVID-19 has started some trends and accelerated others. Trends such as remote working are now well entrenched. Equity analyst DHERSAN CHETTY discusses another developing trend—greater awareness of and need for medical aid cover.

Navigating ESG Investing and Reporting Standards

Foord’s ethical mindset has shaped not only how we look after the firm and investors but also how we invest. In this podcast, portfolio manager Brian Arcese addresses the reporting standards of ESG.

Safety First

Foord has often described itself as a ‘safety-first’ fund manager. But what does this mean in the context of investment returns and the stage of the market cycle? PAUL CLUER revisits the concept.

Markets in a nutshell - January 2022

January was a stark reminder to investors that risks abound. Developed market equities fell sharply and volatility spiked as investors reacted to hawkish signs from the US Federal Reserve portending an unexpectedly fast rise in interest rates to reign in surging inflation. US bourses led the declines given lofty valuations, with the long duration FANG Index falling most. Emerging markets outperformed owing to more moderate declines from Chinese equities and Brazilian shares posted double-digit gains in part on surging iron ore prices.

Foord Investment Process

In this podcast, Portfolio Manager Ishreth Hassen explains Foord's diverse and multi-faceted investment framework.

Foord Investment Philosophy

In this podcast, Portfolio Manager Brian Arcese explains how ‘finding value’ and ‘managing risk’ are shining lights that guide our investment decisions.

THE YEAR IN REVIEW — And what’s in store

Last year kicked off optimistically with the pandemic-stained ‘annus horribilis’ of 2020 left behind. Behind this mini psychological victory there were other reasons for early optimism. NICK CURTIN writes about the year that was and what could be in store for investors in 2022.