Posts by Yusuf Baderoen

Q3 2023 CIO REPORT – SAFS NARKER

Safs Narker, CIO at Vunani Fund Managers talks about the reasons for global markets drifting lower, as well the tricky environment investors have to navigate, sharing views on where unique return opportunities against this global backdrop may lie.

Q3 2023 GLOBAL EQUITIES COMMENTARY – RORY SPANGENBERG

Rory Spangenberg, head of global equities, discusses global equity markets in his Q3 2023 update.

Q3 2023 MULTI ASSET COMMENTARY – NTSEKHE MOILOA

Ntsekhe Moiloa, head of multi-asset at Vunani Fund Managers discusses the multi-asset space for Q3 2023.

Q3 2023 FIXED INTEREST COMMENTARY – ROWAN WILLIAMS-SHORT

Rowan Williams-Short, head of fixed interest at Vunani Fund Managers discusses the SA bond market for Q3 2023.

Q3 2023 DOMESTIC EQUITIES COMMENTARY – SAFS NARKER

Safs Narker, CIO at Vunani Fund Managers, provides updated commentary on domestic equities for Q3 2023.

Q2 2023 FIXED INTEREST COMMENTARY – ROWAN WILLIAMS-SHORT

Rowan Williams-Short, head of fixed interest at Vunani Fund Managers discusses the SA bond market for Q2 2023 in detail.

Q2 2023 MULTI ASSET COMMENTARY – NTSEKHE MOILOA

Ntsekhe Moiloa, head of multi asset discusses Q2 2023 in terms of the multi-asset space.

Q2 2023 GLOBAL EQUITIES COMMENTARY – RORY SPANGENBERG

Rory Spangenberg, head of global equities, discusses global equities in this quarterly review.

Q2 2023 DOMESTIC EQUITIES COMMENTARY – JOHAN DE KOCK

Johan de Kock provides commentary on Domestic Equities for Q2 2023.

Q1 2023 CIO REPORT – SAFS NARKER

Markets continued to rebound in Q1 2023 on the back of chinese reopening and a rotation out of value stocks into growth stocks. As we face Q2 there is a stark realisation that risks are abound and higher rates are starting to prove their effect on the global economy with growth slowing. CIO, Safs Narker discusses.

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