News, Comment & Analysis results for Orbis investments

Investment Strategies
14 January 2025

EXCLUSIVE: Spotlight On UK, Korean, US Equities – Orbis Investments

Dan Brocklebank, head of UK at Bermuda-based Orbis Investments, discusses why there is value in the...

Investment Strategies
30 October 2024

Focus On Japan’s Shock Elections, Investment Opportunities

Together with UBS Global Wealth Management and Chikara Investments, Tokyo-based Alexander Hart at...

Investment Strategies
26 September 2024

EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry

After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...

Investment Strategies
30 August 2024

Eastspring Smiles On Japanese Small-Mid Cap Stocks

Eastspring Investments, the $247 billion asset management business of Prudential, discusses...

Investment Strategies
29 August 2024

EXCLUSIVE: Orbis Positive On Japanese Market After Equity Rebound

After extreme market turbulence in August, Stefan Sommerville, the investment specialist for...

Investment Strategies
7 August 2024

US Recession Risks Limited Despite Equity Sell-Off – Lombard Odier

Global chief investment officer Michael Strobaek at Swiss private bank Lombard Odier discusses...

ESG
5 June 2024

EXCLUSIVE: Martin Currie's ESG Pride, Positive Stance On UK, Chinese Stocks

After Martin Currie, a specialist investment manager of Franklin Templeton, launched its first...

Investment Strategies
3 June 2024

Hawksmoor Positive On Undervalued UK, Japanese Markets In 2024

Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...

Fund Management
24 May 2024

Focus On Investment Opportunities In UK, Japan, Korea – Orbis Investments

Alec Cutler, portfolio manager of the Orbis Global Balanced Strategy, discusses why there is value...

Wealth Strategies
7 December 2023

Lombard Odier Positive On Fixed Income In 2024

Lombard Odier has released its 2024 Investment Strategy Report for Private Clients, sharing its...

Comment & Analysis results for Orbis investments