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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 Oct 2026

MARKETS IN A NUTSHELL — FOR SEPTEMBER 2026

US President Donald Trump wants America to have the world’s lowest interest rates. However, in September his chosen Federal Reserve chairman raised them. Concurrently, US government bonds suffered their worst month…

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03 Sep 2026

MARKETS IN A NUTSHELL — FOR AUGUST 2026

America’s national debt surpassed an eye-popping $40 trillion last month. The country still runs a budget deficit of around 6% of GDP, unusually large for an economy that is growing. Interest on past borrowing now…

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