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 Wealth’s 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 August 2024
Economic Report May 2024
Economic Report April 2024
Economic Report March 2024
Economic Report February 2024
Economic Report January 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
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 – March 2024
Bond Analysis
Costa Rica Bond Analysis – April 2024
Colombia Bond Analysis – August 2024
JMMB Group Ltd (JMMBGL) 9M 2023-24
Barbados Bond Analysis – 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
Costa Rica Bond Analysis – April 2024
Colombia Bond Analysis – August 2024
Economic Report August 2024
JMMB Group Limited 9M Equity Analysis 2023-24
Honey Bun (1982) Limited Equity Analysis
R.A. Williams Distributors Limited IPO Analysis
JMMB Group Ltd (JMMBGL) 9M 2023-24
Wigton Windfarm 9M 2023
FosRich Company Limited FY 2023
Spur Tree Equity Analysis FY 2023 – March 2024
Barbados Bond Analysis – March 2024
Omni Industries IPO 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.