Foord International Fund Q2 2023 Commentary

"While the first two months of Q2 were seemingly uneventful, June was determined to not let the quarter slip quietly by" says Foord portfolio manager Brian Arcese. Every quarter Foord multiple-counsellor portfolio managers, Brian Arcese and Ishreth Hassen provide commentary across the fund range against a global market backdrop.

Foord Global Equity Fund Q2 2023 Commentary

"While the first two months of Q2 were seemingly uneventful, June was determined to not let the quarter slip quietly by" says Foord portfolio manager Brian Arcese. Every quarter Foord multiple-counsellor portfolio managers, Brian Arcese and Ishreth Hassen provide commentary across the fund range against a global market backdrop.

Foord Global Equity Australia Feeder Fund Q2 2023 Commentary

"While the first two months of Q2 were seemingly uneventful, June was determined to not let the quarter slip quietly by" says Foord portfolio manager Brian Arcese. Every quarter Foord multiple-counsellor portfolio managers, Brian Arcese and Ishreth Hassen provide commentary across the fund range against a global market backdrop.

Markets in a nutshell — June 2023

Global equity markets rallied broadly again in June, seemingly immune to sticky inflation and possible further US, UK and Eurozone rate hikes. This capped a robust first half to 2023, with the MSCI World Index returning 13.9% in US dollars despite escalating geopolitical tensions, slowing economic conditions, hawkish central bank rhetoric and the US regional banking crisis.

Foord's High Conviction Call on the Global Energy Transition

The global energy transition presents a compelling opportunity for the astute investor. Its implications extend far beyond a simplistic switch from fossil fuels to renewable energy. Instead, it invites a nuanced understanding of the complex interplay between economics, technology, geopolitics, and societal aspirations that underpin the global energy system. In this comprehensive review, Foord Singapore portfolio manager ISHRETH HASSEN unpacks these dynamics to identify the potential winners and losers of this momentous shift.

Foord's High Conviction Call on the Global Energy Transition

The global energy transition presents a compelling opportunity for the astute investor. Its implications extend far beyond a simplistic switch from fossil fuels to renewable energy. Instead, it invites a nuanced understanding of the complex interplay between economics, technology, geopolitics, and societal aspirations that underpin the global energy system. In this comprehensive review, Foord Singapore portfolio manager ISHRETH HASSEN unpacks these dynamics to identify the potential winners and losers of this momentous shift.

MARKETS IN A NUTSHELL — JUNE 2023

In our monthly podcast, ‘Markets in a nutshell’, Brian Arcese discusses what’s happened in global and South African markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

The Demise of the Dollar — What are the Alternatives?

The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with - the yuan, gold, bitcoin or even a BRICS currency? Foord South Africa CIO Nick Balkin and portfolio manager Rashaad Tayob share their thoughts with Linda Eedes.

The Demise of the Dollar — What are the Alternatives?

The US dollar is the global reserve currency, the predominant currency for international trade and finance and a store of value - why this sudden talk of its potential demise? And what could it be replaced with - the yuan, gold, bitcoin or even a BRICS currency? Foord South Africa CIO Nick Balkin and portfolio manager Rashaad Tayob share their thoughts with Linda Eedes.

3 Key Components to Assess the Trajectory of US Inflation

When looking at the outlook for inflation in the US we have to consider 3 key components. These being, the impact of commodity prices, rental prices in the US and wage price inflation. Linda Eedes, discusses these in detail.