Insights

The US took centre stage again in March — but for all the wrong reasons. Instead of being the engine of global optimism, America became the main source of investor anxiety. Wall Street fell sharply, with the S&P 500…

Investors appeared to fall out of love with US tech this February and the US stock market flashed warning signs as post-election investor optimism clashed with some harsh economic and geopolitical realities. The…

January started well for investors, despite threats to US tech valuations and newly inaugurated US President Donald Trump’s opening salvo of executive orders rattling markets. But it was European bourses that…

Foord has successfully operated a multiple-counsellor system for the management of investment portfolios for the past 15 years. Managing Director PAUL CLUER provides an update to investors on changes for 2025.

Donald Trump’s return to the Oval Office in January 2025 has reignited debate about his ‘America First’ approach and its impact on global markets. Portfolio Manager RASHAAD TAYOB gives his perspective on the Trump…

After a year-long party in US equities, the dancefloor lights came on in December — revealing a more cautious mood in global markets. US share and bond markets fell about 2% in the month. The pullback was mirrored…