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...

What differentiates VFM Global Macro Fund from the rest?

March 2020 We put the following questions to Tony Bell, fund manager of the VFM Global Macro Fund to understand...

Macro Economic Commentary – March 2020

Author: Ntsekhe Moiloa This time is different. At the end of January, we suggested that if China could get on...

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