Articles tagged as "Valuations"
Investing offshore: Dependent on Great Expectations?
After years of strong returns from US equities, the road ahead looks less certain. The question long-term offshore investors should be asking now isn’t just...
Five investment lessons from the last 20 years… for the next 20 years
Dan Brocklebank, head of UK operations at our offshore partner, Orbis, reflects on five lessons from the past two decades that investors can draw on to impro...
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...
Do fundamentals still matter?
There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...
