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

 

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...

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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