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
Share this on:
Foord produces a wealth of podcast and video content that is available on these platforms:
Insights
06 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI…
04 Nov 2025
MARKETS IN A NUTSHELL — FOR OCTOBER 2025
Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…