Posts by leon

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

Macro Economic Commentary – September 2020

Author: Ntsekhe Moiloa South Africa moved into level one lockdown during the final third of September. There has been an...

Macro Economic Commentary – August 2020

Image Credit: https://hoovervillet.weebly.com/ Author: Morotola Pholohane OVERVIEW The Great Depression of the 1930s lasted for around ten gruelling years. Its...

Shoprite cleaning house?

Author: Nompumelelo Qwabe The Shoprite group in their most recent trading update announced an exit of their Nigerian operations following...

Beleaguered inflation-linked bonds

Author: Rowan Williams-Short, Head: Fixed Interest, Vunani Fund Managers Inflation-linked bonds (ILBs) arrived in South Africa in March 2000, well...

None dare call it conspiracy

Author: Tony Bell, Head of International Investments, Vunani Fund Managers With so much focus on Covid-19, it seems the world...

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