Moody’s next rating: Much ado about nothing

Author: Ntobeko Stampu (Senior Portfolio Manager: Fixed Interest) It has been difficult to ignore the post-budget pundits who have been...

A Noteworthy All-Time Record

Author: Rowan Williams-Short (Head: Fixed Interest) On the 4th March 2020 the US 10-year Treasury yield traded below 1%. We...

Woolworths case study into VFM’s bottom-up investment process.

Author: Safs Narker (CIO & Head: Equities) Beware overpaying for the hype. Like every other fund manager, Vunani often gets...

Macro Economic Commentary – January 2020

Author: Ntsekhe Moiloa | Dogs scurrying under kitchen tables and all sorts of new hiding places is an enduring worry...

Macro Economic Commentary – December 2019

Author: Morotola Pholohane | The global economy in 2019 has been characterised by a notable slowdown, while at the same...

Macro Economic Commentary – November 2019

Author: Ntsekhe Moiloa | The overcast forecast for global growth seems to have given way to an improved outlook in...

Macro Economic Commentary – October 2019

Author: Morotola Pholohane | Confidence in traditional tools for maintaining growth is faltering. Major economies are experiencing lower inflation, lower...

Macro Economic Commentary – September 2019

Author: Ntsekhe Moiloa | Change is inevitable – except from a vending machine. The Wisconsin businessman, Robert Gallagher, is credited...

Macro Economic Commentary – August 2019

Author: Morotola Pholohane | Uncertainty is known to cloud decision-making. The fact that the UK has not settled on a...

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