Articles by Seema Dala
Finding value in global markets
Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...
A healthy approach
Broadly speaking, one could think about building a portfolio in two key ways. Investors with a 'top-down' approach start with a wide view of the world and ma...
High correlations present challenges
Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...