Orbis: Are there real long-term opportunities in the US?
With just 30% of assets invested in US shares versus 66% for the MSCI World Index, the Orbis Global Equity Fund’s current underweight to the US market is the largest in its history.
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In pursuit of value
The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...
Q&A with portfolio managers from Allan Gray and Orbis
The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...
Sitting at the bottom of the interest rate cycle, potentially for much longer
The South African Reserve Bank’s Monetary Policy Committee (MPC) voted in May 2021 to again keep the repo rate unchanged at 3.5%, its lowest level since the...
Beyond the froth: Orbis’ contrarian case for Comcast
Like finding a really good coffee, finding a good long-term investment opportunity is not always easy. A coffee that looks delicious may taste foul, and ther...
Where to from here for interest rates and money market returns?
Lower interest rates, although a life jacket for those in debt or with home loans, have negative consequences for savers.
Global recovery underway
The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...
The dangers of social media financial advice
The recent FinTok craze on social media platform, TikTok, has opened the door for scammers and fraudsters to take advantage of unsuspecting users who source...