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.

Growth optimism

Willem Vinke discusses global growth expectations as more economies reopen.

Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

Generating alpha through the recovery

Willem Vinke describes expectations of an imminent and strong economic recovery.

Strong recovery on the horizon

Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.