09 July 2025
In a recent webinar, Orbis Portfolio Manager Alec Cutler and Investment Specialist Nicola Dormehl shared valuable insights into managing risk and capturing growth opportunities amid market volatility.
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US exceptionalism – the conflict between price and fundamentals
24 June 2025
Despite recent market turbulence, US equities have largely recovered. But while headline indices have bounced back, the recovery has taken place against a backdrop of weakening fundamentals and rising uncertain…
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