Posts by leon

VFM Quarterly Report – Q2 2021

Click here to download the report

Macro Economic Commentary – July 2021

Author: Ntsekhe Moiloa There was a time when the Group of Seven — the G7 — represented a club of...

VFM Quarterly Report – Q1 2021

From the desk of our CIO

March 2021 The 1st quarter of 2021 continued the positive momentum in equity markets as participants embraced the vaccine roll-out...

Macro Economic Commentary – March 2021

Author: Ntsekhe Moiloa Karima Brown. She was indefatigable, reporting on the skeletons in the closets of those who had the...

THE VERY DIFFERENT OPPORTUNITIES IN SA BONDS AND EQUITIES

This article appeared on the CityWire* news site on 5 Feb 2021. *Citywire is a UK-based leading global provider of...

Macro Economic Commentary – November 2020

Author: Ntsekhe Moiloa Geschichte wird von den Siegern geschrieben. But who are the winners who will get to write the...

MACRO ECONOMIC COMMENTARY – OCTOBER 2020

Author: Morotola Polohane OVERVIEW The COVID-19 pandemic is not yet over, nor is the disruption it has caused. Many nations...

From the desk of our CIO

September 2020 If market levels were the only indicator of economic wellbeing, we would be forgiven for concluding that the...

VFM Quarterly Report – Q3 2020

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