THE PIN THAT POPPED THE BUBBLE

Global equity markets delivered the best calendar-year return of the decade in 2019. Many markets were at or near all-time highs. Nick Curtin talks to Foord Singapore portfolio manager Brian Arcese about the market’s dramatic fall from grace. And how the Foord global funds remain conservatively positioned, balanced and not reliant on one outcome. At the time of recording this podcast COVID-19 had claimed the lives of over 50 000 people worldwide. Within days that figure had increased by tens of thousands. This landscape is ever changing.