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Q4 2022 CIO REPORT – SAFS NARKER

Global markets rebounded quite strongly in Q4 of last year. Whilst the rebound was quite welcome, the markets ended the year relatively flat. Vunani Fund Managers CIO, Safs Narker discusses....

Q4 2022 DOMESTIC EQUITIES COMMENTARY – SAFS NARKER

Economists expect growth to slow in 2023, and SA will not be spared this growth slow down. SA stock valuations however remain attractive. Safs Narker elaborates in this commentary video. Back ABOUT US WHO WE ARE OUR PEOPLE CORPORATE SOCIAL INVESTMENT OUR OFFERING...

Q4 2022 GLOBAL EQUITIES COMMENTARY – RORY SPANGENBERG

According to data from Morgan Stanley, 2022 was the worst year in over 150 years for both global equities and bonds. Equities declined 18% and was the fourth worst year in the past 50 years. Rory Spangenberg, head of global equities, discusses this as well as covering...

Q4 2022 MULTI ASSET COMMENTARY – NTSEKHE MOILOA

2022 was challenging for all investors, but we think the worst is behnid us. We believe opportunities will open up, especially as inflation may begin to fade away. But how quickly, is the question. Ntsekhe Moiloa, head of multi asset discusses....

Q3 2022 FIXED INTEREST COMMENTARY – ROWAN WILLIAMS-SHORT

By far the overwhelming event in bond markets worldwide has been the savage bear market in developed market bonds. The WGBI is currently in a drawdown of 29%. The worst ever drawdown it has experienced. In this environment SA bonds have done remarkably well. Rowan...