Despite the risks, emerging market equities offer good value in their own right.
Blog Archives
Finding value in global markets
Seema Dala highlights the trends that appear to be increasingly problematic, and outlines how Orbis has incorporated these into its bottom-up approach. She also discusses some opportunities Orbis has found in developed markets, despite valuations looking stretched overall.
Brazil
Exploring the Brazilian economy.
International outlook
Outlook of offshore markets.
Economic flights of fancy
Why we expect more surprises in the global economy as a result of recent policy decisions.
How to access investment opportunities in Asia
Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with unknowns.
Accessing foreign investment opportunities
South African foreign exchange controls limit the amount unit trusts can invest overseas to 35% of retail assets under management.
Orbis Global Equity Fund: A Reversal Of Fortunes
After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US dollars, returning almost 26%, compared with the FTSE World Index return of 10.2%.
Tagged with: Allan Gray, offshore investing, Orbis Global Equity Fund, unit trust
Posted in News, Press Room
Posted in News, Press Room
Investing Offshore
Making the decision to invest offshore can be overwhelming for South African investors.
Why we’re backing out-of-favour tech stocks
Why we are buying technology stocks.
