Defence is the best offence
Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.
Fund Commentary • 13-09-2022
Maintaining caution amidst rally
Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.
Fund Commentary • 19-08-2022
Varying focus of concern
Willem Vinke discusses the macro conditions that continue to influence global markets.
Fund Commentary • 15-07-2022
Sense and sensitivity
Willem Vinke explores the macro environment and lessons learnt from history.
Fund Commentary • 17-06-2022
Making defensive preparations
Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.
Fund Commentary • 10-05-2022
Ebbs and flows
Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.
Fund Commentary • 19-04-2022
What a difference a month makes
Willem Vinke reflects on the difference in focus and priorities between the start and end of February and their influences on the macroeconomic climate.
Fund Commentary • 16-03-2022
A year of two halves
Willem Vinke discusses the year ahead under the inflationary pressures of Central Banks.
Fund Commentary • 16-02-2022
Strategic Global Quality Fund report on 2021
Willem Vinke summarises FY2021 and offers insight into the changes in the market that will direct the 2022 strategy.
Fund Commentary • 07-02-2022
Sector shifts on a global front
Willem Vinke delivers an overview of the global markets and expects a shift as a pandemic becomes an endemic.
Fund Commentary • 20-01-2022
Global growth outlook biased towards defensive stocks
Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.
Fund Commentary • 15-09-2021
Defensives outperform cyclicals
Willem Vinke expands on the sectors that are generating a positive performance for the Funds.