Articles tagged as "United States"
Are you swimming in the right water?
For decades, global markets revolved around export-led growth and the gravitational pull of US assets. Now the currents are changing. Graeme Forster, portfol...
Great expectations - raising the bar
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations...
How shifting global headwinds and local pressures shape inflation in Botswana
Global inflation dynamics continue to be shaped by the winds of geopolitical tension, shifting monetary policy and rising economic nationalism. Ntsoaki Rampa...
Orbis Global Equity: Discipline in the face of volatility
The US market has long represented a safe haven for many investors, although the tide may finally be turning. Adam R. Karr, president and portfolio manager a...
Global investing in an era of national self-reliance
As governments shift their national priorities in response to escalating geopolitical tension, global investors have to consider additional variables as they...
Looking beyond trade wars and extreme market chaos
Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...
Are global investors dependent on great expectations?
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock...
The conflict between price and fundamentals
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
Orbis Global Balanced: Defensively positioned to deliver long-term returns
The Orbis SICAV Global Balanced Fund remains cautiously positioned with severe underweight exposure to the US dollar compared to its benchmark. Alec Cutler a...
The bonfire of the incumbents
As we commented early in 2024, global dissatisfaction regarding inflation and harsh economic realities has coincided with the phenomenon of a spike in the...
Back to the future: Why studios are betting on the box office
While many continue to doubt the viability of theatrical exhibition, viewing it as another legacy business that will crumble before the rising tide of...
