24 June 2026
Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active managem…
News & Research
Should responsible investors own cement companies?
15 June 2026
Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.
Are investors underestimating the emerging markets reform story?
02 June 2026
Independent central banks, inflation-targeting regimes, stronger minority shareholder protections, and better-capitalised domestic banking systems have materially altered how several emerging economies absorb s…
Are investors navigating emerging markets with an outdated map?
27 May 2026
With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they…
Cheap, changing and under-owned: The case for emerging markets today
20 May 2026
From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most por…
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Cheap, changing and under-owned: The case for emerging markets today
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