Defence is the best offence

Willem Vinke discusses the macro environment and the stocks positioned to generate positive returns.

Maintaining caution amidst rally

Willem Vinke explores the macroeconomic conditions that will shape the remaining months to come.

Varying focus of concern

Willem Vinke discusses the macro conditions that continue to influence global markets.

Sense and sensitivity

Willem Vinke explores the macro environment and lessons learnt from history.

Making defensive preparations

Willem Vinke discusses the shifts in markets in light of the continued invasion of Ukraine, FED actions and changing consumer habits.

Ebbs and flows

Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.

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.

A year of two halves

Willem Vinke discusses the year ahead under the inflationary pressures of Central Banks.

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.

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.

Global growth outlook biased towards defensive stocks

Willem Vinke looks at the upcoming macro events and how they are likely to direct investors.

Defensives outperform cyclicals

Willem Vinke expands on the sectors that are generating a positive performance for the Funds.