The future of connectedness – a VFM perspective

Author: Leon Starker (IT Manager) She also pointed out the following as the top technologies that will see increased adoption...

Investment opportunities within Fixed Interest amongst the many Covid-19 risks

Author: Rowan Williams-Short (Head: Fixed Interest) “Boring bonds” have been anything but boring. Over the past seven years – a...

Listen for the silence

Author: Tony Bell (Head: International and Retail) One thing financial markets reflect over time is that there is value in...

Ready to mingle again?

Author: Ntsekhe Moiloa (Snr Portfolio Manager) The lockdown that we have seen implemented in South Africa as well as to...

Macro Economic Commentary – May 2020

What the coronavirus pandemic has clearly revealed is that our global economic system is not built with resilience in mind.

Macro Economic Commentary – April 2020

Author: Morotola Pholohane Unprecedented uncertainty: A look at the details Exponential change is a difficult concept for the human mind...

VFM Quarterly Report – Q1 2020

From the desk of our CIO

March 2020 The Great Reset The global economy is experiencing an unprecedented degree of demand destruction with most economies experiencing...

VFM Detailed Asset Class Commentary

March 2020 Domestic Equity Global Equity Fixed Interest Property Domestic Equity Never let a crisis go to waste! At the...

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