6 articles from
The dangers of being too passive
Investors may be in love with the 'magnificent seven' technology stocks, yet the top end of the stock market is notoriously volatile. That's worth noting for...
Equity market concentration and the value of spreading across styles
Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations...
Expensive assets suffer most when bubbles burst: Orbis Investments
Since tulipmania, good investment ideas have regularly been turned inside out after being taken to extremes. With 2021 setting all sorts of trading records,...
The future of value
The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising...
The future of value
The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising...
Sunrise on Venus: Preparing for the investment environment of the next decade
Using long-term data, Orbis Investments has been able to map out the current investment environment and chart a decade-long path of challenges and...