The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
Alec Cutler
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FundCalibre: Have investors missed the gold mining rally?
With the shares price of gold miners surging recently, Darius McDermott asks whether the rally has come and gone, or is only getting started
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis OEIC Global Cautious fund and the Schroder Global Multi Asset Portfolio