Articles tagged as "Bank of Ireland"
Orbis Global Balanced: The value of patient research
Drawing on the Orbis Global Balanced Fund's long-standing investment in the Irish banks, Alec Cutler from our offshore partner, Orbis, illustrates how...
The great misallocation
The days of the ‘Everything bubble’ are long gone, but where are we in the latest boom-bust cycle? While they all follow a similar pattern, the current cycle...
Orbis Global Balanced Fund: A tour of the portfolio
After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...