China - Why We Are Cautiously Optimistic

Brian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.

Foord Global Equity Fund Q4 2022 Commentary

Ishreth Hassen, portfolio manager on the Foord Global Equity Fund provides an update on the fund's performance through Q4 2022.

Foord Global Equity Australia Feeder Fund Q4 2022 Commentary

Brian Arcese, portfolio manager on the Foord Global Equity Australia Feeder Fund provides an update on the fund's performance through Q4 2022.

Foord Asia ex-Japan Fund Q4 2022 Commentary

JC Xue, portfolio manager on the Foord Asia Ex-Japan Fund provides an update on the fund's performance through Q4 2022.

Foord International Fund Q4 2022 Commentary

Brian Arcese, portfolio manager on the Foord International Fund provides an update on the fund's performance through Q4 2022.

Kick starting my child's financial journey

Ages 3 to 8 are important for learning and development. Children in this age-range consume information like a vacuum cleaner, relentless and non-discriminatory. Hence, we need to be more mindful and more intentional with our young ones. The path is theirs alone…all we do is to provide signages…both good and bad.

China - Turning a Corner?

Chinese equities were resilient in 2020 as the country (ironically) avoided the COVID-19 recessions that afflicted most other economies. China then heavily underperformed after implementing strict zero-COVID policies and scoring a slew of policy own goals. Foord Singapore portfolio manager JC XUE looks at whether China has now turned a corner.

The Year in Review

Calendar year 2022 started with a tone of cautious optimism. However, all too swiftly markets succumbed to a new threat: rising global inflation. Investment professional LINDA EEDES describes how the inflation theme came to dominate global markets, leading to the worst year for global stocks and bonds combined in 150 years.

MARKETS IN A NUTSHELL - DECEMBER 2022

'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements.

MARKETS IN A NUTSHELL - DECEMBER 2022

December’s market decline saw global equities ending the year down 18% in US dollar terms. Continued hawkish central bank rhetoric on quelling inflation, which has spread to the services sectors, clashed with investor optimism on softer CPI prints. Almost all the global equity sectors were negative in December, with utilities the only exception. Information technology and consumer discretionary led declines as investors pulled out of cyclical sectors more geared to economic growth.