Macro Economic Commentary – September 2020

Author: Ntsekhe Moiloa South Africa moved into level one lockdown during the final third of September. There has been an...

Macro Economic Commentary – August 2020

Image Credit: https://hoovervillet.weebly.com/ Author: Morotola Pholohane OVERVIEW The Great Depression of the 1930s lasted for around ten gruelling years. Its...

Shoprite cleaning house?

Author: Nompumelelo Qwabe The Shoprite group in their most recent trading update announced an exit of their Nigerian operations following...

Beleaguered inflation-linked bonds

Author: Rowan Williams-Short, Head: Fixed Interest, Vunani Fund Managers Inflation-linked bonds (ILBs) arrived in South Africa in March 2000, well...

None dare call it conspiracy

Author: Tony Bell, Head of International Investments, Vunani Fund Managers With so much focus on Covid-19, it seems the world...

Gold to the Moon!

Author: Safs Narker, CIO, Vunani Fund Managers The mention of gold in polite investment circles is a sure-fire way to...

MACRO ECONOMIC COMMENTARY – JULY 2020

Author: Ntsekhe Moiloa Gustav Mahler came to mind when the news flashed across the ticker that the United States had...

VFM Quarterly Report – Q2 2020

Macro Economic Commentary – June 2020

Author: Morotola Polohane SOUTH AFRICA’S NEW EMERGENCY BUDGET TO TACKLE COVID-19 Any government that wants serious consideration from investors must...

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