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deGrowth optimism
Willem Vinke discusses global growth expectations as more economies reopen.
Monthly Fund Commentary
Quality returns alpha
Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.
Monthly Fund Commentary
Generating alpha through the recovery
Willem Vinke describes expectations of an imminent and strong economic recovery.
Monthly Fund Commentary
Strong recovery on the horizon
Willem Vinke discusses economic recovery, inflation risks and overpriced stocks.
Monthly Fund Commentary
Value rotation continues
Willem Vinke discusses how the Funds are prepared for when economies reopen.
Monthly Fund Commentary
Encouraging global outlook
Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.
Monthly Fund Commentary
Vaccines and political stability
Willem Vinke discusses the political stability following the roll out of vaccines.
Monthly Fund Commentary
Maintaining a defensive strategy
Willem Vinke tilts the European portfolio towards more cyclical and value names given political developments, vaccines and further stimulus.
Monthly Fund Commentary
A tilt to cyclical and value stocks
Willem Vinke discusses the adjustments made to portfolio allocation in light of recent political developments and the news of a vaccine.
Monthly Fund Commentary
Picking quality investments during volatility
Willem Vinke continues to hold a defensive position with a preference to companies that should endure market volatility.
Monthly Fund Commentary
A continued focus on quality
Willem Vinke invests in high quality companies that we believe will be better placed to endure future market volatility.
Monthly Fund Commentary
Enduring Volatility
Willem Vinke reflects on July’s performance, noting caution as he looks at current levels of economic and political risk.