When defensives aren’t defensive

13 September 2017
Supermarket

Buy low, sell high—a sure way to make money. But today, stockmarket valuations look high in several regions. When we look at the US market’s price-to-earnings ratio, the dominant valuation method, it has been this expensive only 12% of the time over the past 40 years. If we aim to buy low and sell high, what can we do when so much is already expensive?

Keep the tech bubble nightmares at bay

19 July 2017
Amazon

With certain technology stocks performing robustly, many investors haunted by memories of the dotcom bubble have begun to raise their eyebrows. From the Nasdaq Composite’s peak in March 2000, it took 15 years for its price to exceed that level again. 

Orbis Global Balanced Fund wins 2017 Money Observer Fund Award

28 June 2017
Money Observer Fund Award 2017

We’re excited to announce that the Orbis Global Balanced Fund has been named the best higher-risk mixed asset fund by Money Observer!

US healthcare, a current opportunity

14 June 2017
Medical 1

This month, US analyst Betsy Lind discusses how we analyse US healthcare shares and explains our thinking on a current opportunity in the industry that is leading the world.

Is gold reclaiming its glitter?

7 June 2017
Gold

There are two ways one can look at gold, as a good, and as a unique asset class, and the interaction of these two makes gold a particularly complex, split-personality asset to understand and analyse.