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ForewordISSUE 39
3RD QUARTER 2016

Did you know?
Cap Rates

The capitalisation rate (contracted to the more common “cap rate”) is a term borrowed from the commercial real estate industry, but is also used more generally to describe the relationship between asset prices and their yields.

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The Future is Not What it Used To Be

The Future is Not What it Used To Be

A recent McKinsey Global Institute report advocates that the 30 years ended 2014 were a “golden era” for investment returns and suggests that investors should ready themselves for lower real returns (returns after removing inflation) in the next two decades. PAUL CLUER explains the rationale and repercussions for investors.

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Capital Preservation Conundrum

Assume a hypothetical investment yields a 10% return, 60% of the time. 20% of the time, the investment yields zero, while for the remaining 20% of periods, the investment suffers a 50% loss. Given an option of doing nothing with your capital (zero percent return), would you invest your capital accordingly?

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My Word is My Bond

My Word is My Bond

Investments in government bonds have a traditional place in long-term investment portfolios. Bond securities typically offer an attractive cash interest payment or coupon and safety of principal. WILLIAM FRASER takes a closer look at bonds held in investor portfolios.

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What Makes a Quality Company

What Makes a Quality Company

As with the concept of beauty being in the eye of the beholder, so might the concept of quality be in the eye of the analyst. In other words, the notion of a quality company means different things to different people. Equity analyst, IRINA SCHULENBURG, looks at Foord’s definition of a quality business and why this is important for the long-term investor.

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Foord in Brief

A word on unclaimed investments, a new face at Foord and a young Foord ambassador making moves.

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Markets in a Nutshell

We summarise the market movements for the latest quarter.

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