News, Comment & Analysis results for Orbis Investments
EXCLUSIVE: SuMi Trust Upbeat About Japan’s Semiconductor Industry
After the recent August market shock, Katsunori Ogawa, chief portfolio manager of SuMi TRUST’s...
Eastspring Smiles On Japanese Small-Mid Cap Stocks
Eastspring Investments, the $247 billion asset management business of Prudential, discusses...
EXCLUSIVE: Orbis Positive On Japanese Market After Equity Rebound
After extreme market turbulence in August, Stefan Sommerville, the investment specialist for...
US Recession Risks Limited Despite Equity Sell-Off – Lombard Odier
Global chief investment officer Michael Strobaek at Swiss private bank Lombard Odier discusses...
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...
Hawksmoor Positive On Undervalued UK, Japanese Markets In 2024
Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...
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...
Lombard Odier Positive On Fixed Income In 2024
Lombard Odier has released its 2024 Investment Strategy Report for Private Clients, sharing its...
Recession In 2024, Bonds Favoured – Carmignac
Paris-based asset manager Carmignac has just released its 2024 outlook, which discusses the macro...
DWS Positive On Japanese Equities, Euro IG Bonds In 2024
German asset manager DWS, previously part of Deutsche Bank, outlines the macroeconomic outlook and...