Orbis Investments

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

‘Investors don’t have to choose a single door’

Catch up on the discussion

Join PA and Orbis on Wednesday for an informative online session

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

With half the world facing elections this year, are investors being distracted by short-term noise and overlooking potential international opportunities?

This is harder to achieve as market ‘unusually skewed’

Outgoing UK retail head thanks IFAs for their support amid ‘next phase’

Matthew Spencer takes on the leadership role