Laurentius van den Worm

Against a backdrop of heightened geopolitical risk, elevated technology concentration in equity markets, and persistent recession fears, we remain firmly focused on the long term. Markets have a long history of absorbing uncertainty far faster than investors expect, and short term reactions to headlines rarely improve outcomes. Our positioning therefore continues to favour low cost, globally diversified, evidence based strategies that minimise unnecessary concentration and avoid market timing. We have also seen factor based strategies provide valuable behavioural support during volatile periods. Tilts towards value, smaller companies, and profitability can help investors stay invested when market narratives turn negative. We expect this behavioural benefit to remain important as uncertainty and volatility persist.

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