Macro thoughts and positioning
In this video, Brian Arcese discusses the number of contributors to the inflationary tailwinds and how markets are affected. He touches on which markets are attractive and the conservative positioning of the Foord Funds as a result of all these factors.
The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.com
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Insights
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All asset classes jumped in September after the US Federal Reserve commenced its rate-cutting cycle more aggressively than expected. Emerging markets and commodities rallied strongly when the Chinese government…
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In our monthly podcast, ‘Markets in a nutshell’, breaks down the dynamic global markets of September 2024, with Chinese stocks taking the spotlight. Linda explains these game-changing developments, including the…