Thematic Investing — Navigating the Investment Landscape
In the dynamic world of investing, identifying and capitalising on emerging themes can be key to long-term investment success. While change often creates near-term noise, Linda Eedes writes that it also creates…
Asia offers a diverse matrix of fast-growing, emerging-market investment opportunities — although not without risk. In 2021, Foord Singapore launched the Foord Asia ex-Japan Fund to offer investors bespoke access to…
Will the Dollar Remain the Global Reserve Currency?
De-dollarisation has become a trending geopolitical topic after the perceived weaponisation of the greenback as a tool to sanction Russia for its invasion of Ukraine. Portfolio manager Rashaad Tayob suggests that…
As autumn descended on the Northern Hemisphere, it brought with it a chill on Wall Street. Global equity and bond markets both sold off sharply — September was the worst month for the US S&P500 Index this year. US…
After July’s rallies, global equity and bond markets took a U-turn in August. Developed economies find themselves in a tug-of-war between growth and inflation. In the US, upbeat economic data and hawkish comments…
The Threat of Fiscal Dominance in the US and Implications for Investors
After a double whammy of negative returns for both equity and bond investors in 2022, many investors anticipating a US recession this year thought 2023 may turn out to be the Year of the Bond. But in stark contrast,…
