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...

Macro Economic Commentary – February 2020

Author: Morotola Pholohane | Since the global financial crisis of 2007/2008, government expenditure has consistently outpaced revenue growth. Government revenue...

Note from our Chief Executive Officer

In a volatile, uncertain environment underpinned by slow growth and high unemployment, communicating with our clients on issues relating to...

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...

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