- 13 Jun 2025
What are the benefits of taking an active approach to equity ownership?
Orbis
- 12 Jun 2025
In today’s environment of concentrated markets, persistent inflation, and heightened correlations, achieving genuine diversification is more challenging than ever. However, it’s far from impossible.
- 13 May 2025
In today’s environment of concentrated markets, persistent inflation, and heightened correlations, achieving genuine diversification is more challenging than ever. However, it’s far from impossible…
- 23 Mar 2025
Is the traditional 60/40 portfolio still fit for purpose in today’s market environment?
- 02 Feb 2025
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...
- 29 Jan 2025
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...
- 05 Dec 2024
Why are lesser-known energy companies critical to the future of the global energy system?
- 15 Nov 2024
With half the world facing elections this year, are investors being distracted by short-term noise and overlooking potential international opportunities?
- 29 Oct 2024
Global equity markets are experiencing a shift that could create favourable conditions for value-oriented investors, offering opportunities as growth stocks encounter headwinds.
- 20 Aug 2024
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
- 30 Jul 2024
Discover how a pragmatic approach to responsible investing balances stakeholder interests, sustainability, and financial returns.
- 12 Jun 2024
Banks are good illustrations of how contrarian investing works in practice.
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