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The tech titans leading emerging markets
Which technology giants dominate the emerging markets landscape?
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Financial Advice
The energy transition under Trump 2.0: What’s next?
What does a Trump 2.0 administration mean for the energy transition?
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Navigating uncertainties: key investment themes for 2025
What key trends and challenges will define the investment landscape in 2025?
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Revisiting the total return kings: lessons for investors
What can investors learn from revisiting the total return kings?
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What it takes to run a global company in today’s business climate
What leadership insights does GE Aerospace CEO Larry Culp share about navigating today’s business landscape?
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Building enduring value in an unpredictable market
In a world increasingly defined by stark extremes—growth vs. value, US vs. the rest of the world, risk vs. safety—Orbis President Adam Karr reflects on the importance of balancing long-term resilience...
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Are expectations for growth stocks now a bit too high?
Seven tech giants now make up nearly 35% of the S&P 500’s market cap—up from just 10% in 2014—and drove nearly half of the index’s 2024 gains. Are expectations for growth stocks now a bit too high? Maybe...
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Insights from managing an absolute return bond fund for ten years
What insights can be gained from a decade of managing an absolute return government bond strategy?
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M&A and valuations drive optimism for US small caps
What’s driving opportunities and risks for US small cap stocks in 2025?
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How Japan can protect its economy from US trade measures
How can Japan effectively safeguard its economy against potential US tariffs?
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Strategies for multi-generational wealth transition
How can family businesses effectively navigate wealth and leadership transitions across generations?
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Navigating U.S. market volatility: strategies for success in 2025
What strategies matter most in a volatile US market?
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