Sources of alpha

Willem Vinke reflects on the top performers for the Fund in December.

Fund Commentary • 19-01-2023

Market recovery dependant on central banks

Willem Vinke discusses the recovery of the market in relation to the actions of central banks.

Fund Commentary • 13-12-2022

Environment continues to evolve rapidly

Willem Vinke discusses the reasons behind the market bounce and the life of the interest rate cycle.

Fund Commentary • 28-11-2022

Valuations are becoming attractive

Willem Vinke reflects on the strategies of central banks and ensuing prospects.

Fund Commentary • 19-10-2022

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