I find the mindset of global investors fascinating: to span the entire world looking for opportunities means no two investments are the same. And usually, to find the next big thing, you have to dig deep – it really is the ultimate competition to be able to identify opportunities that are overlooked, under-appreciated and have hidden potential.
When things change in investment markets they often change quickly. A trend that has been running strongly can come to an abrupt end, and a sector of the market that has been out of favour or overlooked can rapidly come back into vogue.
Technology, quantitative tightening and the rise of emerging markets are making waves on the world stage in 2018. In this Market Update episode, Ben Preston of Orbis Investments examines these trends and provides insight into the opportunities that come from them.
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