Listen to our Quarterly Feedback by portfolio manager, Renier van Zyl. In this episode we answer the following questions:

1. What were the key narratives in emerging markets for the entire 2023 and particularly in Q4?
2. What forces defined the performance of developed markets in 2023?
3. Gold and Bitcoin surged last year—what distinct forces influenced their trajectories?
4. What were the major themes in Q4 2023, and what adjustments were made to portfolios?
5. Looking ahead to 2024, what market expectations do you have, and how do you plan to navigate this environment?

Listen now to gain valuable perspectives from the experts!

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