Research & Analysis
VM Wealth is committed to providing our clients with a quality research franchise. Research Analysts provide clients with informed views and actionable ideas on economic indicators, markets, companies and asset classes. From original trade ideas, to longer-term theme-based pieces that explain the financial markets, our mission is to constantly offer new and original ways for investors to build value.
Research is the foundation for everything we do for our clients.
Our research professionals regularly produce and disseminate high-quality, independent analysis and commentary on markets, economies and investment products to VM Wealthโs institutional and retail clients. We analyse relevant trends in financial markets, the economy and society and highlight risks and opportunities. Our teams collaborate to assist VM Wealth clients with investment decisions. We focus on the following value-added areas.

Investment Research & Analysis
VM Wealth Analysts provide informed views on asset fundamentals, investment strategy, and other top-down analysis, and share broad recommendations to inform portfolio management and asset allocation.
Economic Report September 2024
Economic Report August 2024
Economic Report May 2024
Economic Report April 2024
Economic Report March 2024
Economic Report February 2024
Company And Industry Research
Our Research Analysts employ technical and quantitative analysis to assess the investment outlook for local industries and companies.
Equity Analysis
NextEra Energy Inc USD Equity Analysis
FESCO Equity Analysis 2024
JMMB Group Limited 9M Equity Analysis 2023-24
Honey Bun (1982) Limited Equity Analysis
R.A. Williams Distributors Limited IPO Analysis
Wigton Windfarm 9M 2023
Bond Analysis
Costa Rica Bond Analysis โ April 2024
Colombia Bond Analysis โ August 2024
JMMB Group Ltd (JMMBGL) 9M 2023-24
Barbados Bond Analysis โ March 2024
CVS Health Bond Analysis December 2023
Credit Agricole Callable Perpetual Bond Analysis Dec 2023
HSBC Callable (2028) Perpetual Bond Analysis Nov 2023
Lloyds Perpetual 2029 Bond Analysis 2023
Barclays Perpetual 2029 Bond Analysis 2023
Dominican Republic Sovereign Analysis January 2023
Frigorifico Corporate Bond Analysis 2022
Frontera Corporate Bond Analysis August 2023
FS Agrisolutions Corporate Bond Analysis Q3 2022-23
Invatlan Corporate Bond Analysis 2023
Jamaica Sovereign Bond Analysis August 2023
TransJamaican Highway Corporate Bond Analysis May 2023
JMMB Group Limited Corporate Bond Analysis January 2023
Unicomer Corporate Bond Analysis July 2023
Sagicor Financial Company Corporate Bond Analysis July 2023
Jamaica Economic Outlook for 2025 Feb Newsletter
The Outlook Volatile Market Feb Newsletter
Unit Trust Classic Property Portfolio Feb Newsletter
NextEra Energy Inc USD Equity Analysis
Economic Overview 2024 & Outlook for 2025
Economic Report September 2024
FESCO Equity Analysis 2024
Costa Rica Bond Analysis โ April 2024
Colombia Bond Analysis โ August 2024
Economic Report August 2024
JMMB Group Limited 9M Equity Analysis 2023-24
Honey Bun (1982) Limited Equity Analysis
Articles
From market trends, in-depth product profiles and investment strategies to practical tips for enhancing your financial well-being, this section provides valuable perspectives and knowledge to help you navigate the complexities of wealth-building with confidence.
Jamaica Economic Outlook for 2025 Feb Newsletter
Unit Trust Classic Property Portfolio Feb Newsletter
Bond Analysis
Bond analysis serves as a cornerstone for investors seeking stable returns and risk management within their portfolios. It involves a comprehensive evaluation of bond attributes including credit quality, maturity, yield, and prevailing market conditions. Our analyses help our investors to understand the level of risk associated with a bond investment, assessing the issuer’s ability to meet interest payments and repay the principal when due. By delving into macroeconomic factors, interest rate trends, and credit risk, our bond analyses enable our investors to make strategic decisions aligned with their risk tolerance and investment objectives.
Costa Rica Bond Analysis โ April 2024
Colombia Bond Analysis โ August 2024
JMMB Group Ltd (JMMBGL) 9M 2023-24
Barbados Bond Analysis โ March 2024
CVS Health Bond Analysis December 2023
Credit Agricole Callable Perpetual Bond Analysis Dec 2023
HSBC Callable (2028) Perpetual Bond Analysis Nov 2023
Lloyds Perpetual 2029 Bond Analysis 2023
Barclays Perpetual 2029 Bond Analysis 2023
Dominican Republic Sovereign Analysis January 2023
Frigorifico Corporate Bond Analysis 2022
Frontera Corporate Bond Analysis August 2023
Equity Analysis
Equity analysis plays a crucial role in investment decision-making by providing a comprehensive understanding of a company’s financial health, growth prospects, and market position. We assess various factors including companiesโ financial statements, industry trends, competitive positioning, and management quality to determine intrinsic value and potential for growth. Through fundamental analysis, we help our investors identify undervalued or overvalued stocks, guiding them to make informed investment decisions.
NextEra Energy Inc USD Equity Analysis
FESCO Equity Analysis 2024
JMMB Group Limited 9M Equity Analysis 2023-24
Honey Bun (1982) Limited Equity Analysis
R.A. Williams Distributors Limited IPO Analysis
Wigton Windfarm 9M 2023
FosRich Company Limited FY 2023
Spur Tree Equity Analysis FY 2023 โ March 2024
Omni Industries IPO Analysis
NCB Financial Group APO Analysis
GraceKennedy 9M 2023 Equity Analysis
Lasco Distributors Limited 9M 2023-4 Equity Analysis
Investment Research & Analysis
VM Wealth Analysts provide informed views on asset fundamentals, investment strategy, and other top-down analysis, and share broad recommendations to inform portfolio management and asset allocation.
Economic Report September 2024
Economic Report August 2024
Economic Report May 2024
Economic Report April 2024
Economic Report March 2024
Economic Report February 2024
The Outlook
The Outlook offers a strategic perspective on market trends, emerging opportunities, and key financial insights. Combining in-depth analysis with forward-thinking strategies, The Outlook empowers you with actionable insights to navigate evolving market conditions and make informed decisions that align with your long-term objectives.