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Latest News From Foord

TRADE WARS — THERE ARE NO WINNERS

13
Aug

The World Trade Organisation (WTO) is the guardian of the rules-based system of global trade. US President Donald Trump’s displeasure with the WTO is clear as he provokes trade wars with China and with the US’s nearest neighbours. Foord Singapore portfolio manager GUY SHIRTLIFF takes a closer look at Trump’s trade wars.

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THE UNFOLDING ENVIRONMENT

07
Jun

Our analysis suggests that the world economy is in the late stages of a prolonged, but relatively shallow expansion cycle. There are signs that US growth is slowing while ex-US growth has been anaemic, besides stimulus driven buoyancy in China.

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DEMOGRAPHICS IS DESTINY

02
May

As long-term investors, we spend a lot of time thinking about structural changes happening in the world that will change the economic value chain. As NANCY HOSSACK explains, these studies are a crucial part of the roadmap.

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THE BEARS ARE AT THE DOOR (AND WHY WE SHOULD EMBRACE BEAR MARKETS)

12
Feb

One of the longest global bull markets in living memory wound down in 2018. PAUL CLUER takes a closer look at bear markets and what they mean for long-term investors.

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THE YEAR IN REVIEW

29
Jan

What a difference a year can make. After a blistering 2017 when JSE and global equities surged over 20% and most asset classes delivered double digit returns, 2018 stood in stark contrast. MICHAEL TOWNSHEND looks back at the year that was.

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