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Articles tagged as "US"

Food price inflation: Are we watching “That ‘70s Show”?

By Thalia Petousis on 12 May 2022

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a...

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...

South Africa’s economy at a juncture

By Thabi Leoka on 17 Feb 2022

During the recent Allan Gray webinar, Perspectives and positioning for 2022, Dr Thabi Leoka, economist and founder of Naha Investments, shared insights on th...

Q&A: Perspectives and positioning for 2022

By Tim Acker on 17 Feb 2022

Amid a rising inflationary environment and ongoing uncertainty, many investors are struggling to take a long-term view. During the recent Allan Gray webinar,...

The power of perspective in an expensive market

By Ben Preston on 17 Feb 2022

Historically, every decade has its “poster child” asset class. In the 70s it was gold, the 80s Japanese shares, and materials shares in the noughties. At the...

Global economic recovery slower and more complex than expected

By Sandy McGregor on 19 Jan 2022

The global recovery from the severe economic contraction in the first half of 2020, which followed the initial outbreak of the pandemic, has proved to be bot...

Active management: Potential for a comeback in a divided inflationary world

By Duncan Artus on 23 Sep 2021

For most of the 2000s, the developed world has been characterised by disinflation and falling interest rates. This is despite a large increase in leverage, t...

Inflation returns

By Sandy McGregor on 26 Jul 2021

Prices are on the up in the wake of the COVID-19 pandemic. The question is, will deflationary conditions resume as global economic conditions normalise or is...

Orbis: The case for the not so boring middle

By Eric Marais and Matt Adams on 12 Jul 2021

The past few quarters have seen a shift in market leadership, with technology stocks giving up ground to other, more cyclical sectors, prompting many to ask:...

Global recovery underway

By Sandy McGregor on 30 Apr 2021

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...

Orbis: Are there real long-term opportunities in the US?

By Matt Adams and Eric Marais on 22 Apr 2021

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...

Orbis: The power of perspective

By Povilas Dapkevicius on 09 Nov 2020

It is easy to get caught up in the noise of short-term events like politics. What we have learned over the past 30 years is that a long-term view often revea...

Inflation

By Sandy McGregor on 29 Jan 2020

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

Global growth slows

By Sandy McGregor on 13 Jan 2020

Over the past year, global economic growth has slowed. International trade volumes have contracted. This slowdown has many causes but has been significantly...

An age of anxiety

By Sandy McGregor on 22 Oct 2019

We are living in an age of anxiety. After decades in which the norm has been optimism, everywhere market participants are extremely nervous about evolving an...

Economic update: A state of stagnation

By Sandy McGregor on 11 Oct 2019

Global economic conditions continue to deteriorate but so far, no major economy has entered a recession. Business conditions in Europe and Japan are best...

Trade wars

By Sandy McGregor on 29 Jul 2019

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Valuations matter

By Andrew Lapping on 11 Jun 2019

Uncertainty abounds at present. Equity returns for the past few years have been underwhelming, political upheaval locally and internationally is causing wave...

Global slowdown continues to take its toll

By Sandy McGregor on 26 Apr 2019

The synchronous global slowdown, which commenced in the last quarter of 2018, continues to take its toll. While Europe is not in recession, it has returned t...

Global growth accelerates but emerging markets under pressure

By Sandy McGregor on 05 Oct 2018

Following a slower first quarter, the rate of global economic growth accelerated during the Northern Hemisphere summer, with Europe being the only notable...

Invest in stocks with dividends, but put stop losses in place

By Todd Buchholz on 01 Sep 2017

It is always a good time to invest, the question is where...

A healthy approach

By Seema Dala and Tamryn Lamb on 30 Sep 2012

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...

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