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deAn optimism and corrections rally?
Willem Vinke and Louis Rieu analyse the January rally and present their expectations for 2023.
Fund Commentary • 21-02-2023
How will 2022 be remembered?
Willem Vinke discusses the events of 2022: a year that will doubtfully be remembered favourably in the history books.
Fund Commentary • 08-02-2023
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.