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05 Oct 2023

Foord Asia ex-Japan Fund Q3 2023 Commentary

“Despite robust current economic conditions, we are seeing signs of consumer strain.  With significant uncertainty regarding the full impact of rate hikes already in place, we remain cautiously positioned as we have been for much of the year,” says portfolio manager Ishreth Hassen in the Foord Asia ex-Japan Fund Q3 2023 commentary.

Every quarter Foord multiple-counsellor portfolio managers, Brian Arcese and Ishreth Hassen provide commentary across the fund range against a global market backdrop.

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

Insights

05 Feb 2026

MARKETS IN A NUTSHELL — FOR JANUARY 2026

January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…

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04 Feb 2026

MARKETS IN A NUTSHELL — FOR JANUARY 2026

January was a stark reminder for investors that geopolitics is more than background noise. The year started with a geopolitical bang and the world’s risk premium rose. Markets advanced through much of the month,…

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