Market update

Are we entering a new age of accountability?

Orbis Australia’s managing director Jenny Josling has close to 30 years’ experience in the investment and funds management space and worked for Fidelity, Credit Suisse and Citibank before finding her home at Orbis. Here, she’s manages a team which applies a contrarian approach to stockpicking and is focussed on the alignment of interests between fund managers and end investors. Since its inception in 1989, Orbis now runs $38 billion in assets under management and has a worldwide team of over 400 professional in Bermuda, Hong Kong, London, San Francisco and Sydney.

Alex Burke February 28, 2018

The delusions need to stop

Our thinking needs to change if we’re to cope with the economic challenges ahead of us, writes Vanessa Stoykov. In her blog, Vanessa explains why we should be looking to our industry leaders for help and why the delusions need to stop now.

Alex Burke February 27, 2018

Thinking beyond Australia in 2018

With over 20 years’ investment industry experience, Bryce Doherty currently heads up UBS Asset Management in Australia, managing a team of 65 employees locally, and $48 billion of invested assets in Australia. With investment offerings spanning domestic and global equities, cash and fixed income, multi-asset and exchange traded funds (ETF), the fund manager has solidified itself as one of the largest global asset management businesses in the Australian market.

Alex Burke February 19, 2018

Why the C-word is needed

It might not be the first c-word that comes to mind, but the C-Suite executives of our financial services industry are a force to be reckoned with, yet one that we don’t tap into enough. Vanessa Stoykov makes a case for why we should be engaging with them far more regularly, and outlines what our new executive outlook series with them will explore.

Alex Burke February 19, 2018

Australia in 2018: A Nikko AM analysis

2018 may have started during a period of strong economic growth, but that’s no guarantee it will continue. As the year rolls on Australian investors should keep a watch out for a number of opportunities and challenges, including the housing bubble, the rise of China and the upcoming banking Royal Commission. Nikko Asset Management examines what 2018 presents, and looks into the trends it believes will be important this year.

Alex Burke February 15, 2018

Will interest rates be going up Down Under?

Are we likely to see interest rates rise in the near future? As the Bank of Canada and the Bank of England both take the Fed’s lead in raising interest rates, there is speculation that Australia could be next. However, record high household debt levels mixed with record low wage growth means we may not be able to afford this increase. Franklin Templeton Investments examines the state of Australian interest rates and whether there is still value to be found in the fixed-income universe.

Alex Burke January 29, 2018

Is it time to reset expectations?

Although global markets have been relatively calm as of late, continuing geopolitical risks and looming monetary policy changes are on the horizon. A key question for many investors is whether this period of low volatility will give way to a more turbulent future. Franklin Templeton’s senior investment leaders offer their perspectives on the markets, and discuss where they see opportunities and risks ahead.

Alex Burke December 6, 2017

Can value still be found in today’s markets?

Global shares have risen in value almost 180 per cent in Australian dollar terms since 2009 and as a consequence, share valuations look high and the US market appears to be very expensive. However, when you start investigating specific stocks, there is still value to be found if you’re prepared to do the groundwork. Dr. Graeme Shaw of Orbis Investments presents the evidence supporting these two apparently contradictory views. He also details the process Orbis undertakes to identify and tap into undervalued stocks in emerging markets and explains why this sector presents a sweet spot of opportunities for value investors.

Alex Burke December 6, 2017

The rise of Asia

Asia has changed immeasurably over the last two decades, with some economies like China and India growing physically by 6-7 per cent a year. Asia is now less susceptible to shocks, far more self-sustaining, and has managed to side-step some developmental hurdles by leapfrogging with technology. In this paper Kerr Neilson would like investors to view Asia from a new perspective and he explains why it’s necessary to adapt your thinking on the Asian superpower.

Alex Burke December 4, 2017

Tesla vs Honda: who would you back?

In a market that has punished companies for uncertainty, automakers have been pummelled and Japanese manufacturers have fared worse than most. However, this doesn’t mean that these businesses are absent of value. Although Tesla has been dominating news headlines its sales are not matching up to public perception, yet investors are so convinced of the company’s future success they are prescribing it similar value to long established and consistently profitable automakers such as Honda. As Orbis Investments explains, Honda boasts an unblemished record of net profits and although its margins have been depressed over the past few years, a closer look at what drives its profitability shows the idiosyncratic opportunity of this investment.

Alex Burke November 15, 2017

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