Articles tagged as "Orbis Q1 2026 commentary"
Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...
Orbis Global Balanced: Avoiding fear and greed in a noisy market
Portfolio manager Alec Cutler, from our offshore partner, Orbis, reflects on the Orbis SICAV Global Balanced Fund’s performance over the period. He explains...
Orbis Optimal SA: Earning its keep in volatile times
Amid widening uncertainty and complex geopolitical risks Mark Dunley-Owen and John Christy, portfolio managers at our offshore partner, Orbis, reflect on how...
Orbis Global Cautious: Finding opportunity beyond traditional safe havens
Against an increasingly complex global backdrop, Mark Dunley-Owen from our offshore partner, Orbis, reflects on the risks of relying on perceived “safe-haven...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
