Foord Asset Management Foord Asset Management

An overview of global market movements for February 2026

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In February 2026, the S&P 500 stalled while international markets surged, outperforming the US by the widest margin since 2009. From ‘AI scare trades’ to US policy uncertainty, investors are questioning the long-held assumption of US dominance.

Investment professional Linda Eedes unpacks why capital is shifting toward Europe, Asia and a resilient South Africa, and why gold – not US Treasuries – is the hedge of choice in the current geopolitical storm.
5 Mar English South Africa Investing · Management

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