Is investment performance really a function of manager size?

Senior portfolio manager Charles de Kock reflects on a quarter in which renewed Middle East conflict pushed oil prices sharply higher, central banks reacted with further rate hikes, and rising bond yields weighed on sovereign bond investors.

Senior portfolio manager Charles de Kock reflects on a quarter shaped by a de-escalation of the Middle East conflict, a sharp fall in the oil price, and a strong recovery in global equity markets.

Senior Portfolio Manager Charles de Kock reviews a year of strong market returns, reflecting on rising concentration risk within equity markets. He also outlines why valuation discipline and diversification remain central to how we invest.