30 June 2026
Emerging market equities trade at roughly a 60% discount to the US, nearly the widest gap on record. Combined with attractive currency valuations, ongoing…
Eric Marais Investment Specialist & Head of Clients at Orbis Investments
13 May 2026
In this piece, Orbis examines why many “diversified” portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath…
5 March 2026
Markets have an uncomfortable habit of rewarding certainty right up until the moment they punish it. Over the past decade, investors have grown used to a…
A special production
29 April 2025
For years, the debate around active versus passive investing has raged on. And over the past decade, passive strategies have gained popularity thanks to their…
