Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
Orbis
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Macro matters: Tokyo story
Does the longer-term Japanese narrative remain attractive for investors following a recent period of bruising volatility?
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Orbis UK retail head Marcel Bradshaw announces retirement
Matthew Spencer has been named as his successor
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Hidden gems: Four below-radar funds in the IA Mixed Investment 20-60% Shares sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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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
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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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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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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
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Fidelity, Invesco and Liontrust among funds awarded Fundcalibre ‘Elite’ rating
Orbis Global Balanced also among the seven new ratings
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Suite of Orbis strategies added to Aegon platform
Orbis Global Equity, Global Balanced, and Global Cautious strategies