South Africa - Personal
Articles by
Charles de Kock
Charles is a portfolio manager in the South African equity team at Coronation. He co-manages all Absolute Return Strategies. Charles joined Coronation in 2005 and has 40 years' investment experience.
Commentary for the second quarter of 2026
Commentary for the second quarter of 2026
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 reflects on an exceptionally volatile start to the year, marked by geopolitical conflict and market uncertainty. He considers the implications for investors while reinforcing a disciplined, long-term approach.
Fund commentary for the first quarter of 2026
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.
Fund commentary for the fourth quarter of 2025
Fund commentary for the third quarter of 2025
A defensive investment solution enabling an annual income drawdown
A defensive investment solution enabling an annual income drawdown
Senior portfolio manager Charles de Kock’s quarterly Market Watch provides an overview of the implications of the Trump tariffs and the budget debacle threatening South Africa’s GNU.
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