MARKET UPDATE A contrarian view on 2018

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 c....

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MARKET UPDATE How can Australia Benefit from the Asian Story?

In this series, Sam Hallinan of Nikko Asset Management examines the trends and events set to impact investing in 2018 and beyond. Sam explores the effect of a growing middle class in China, value investing in developed markets, and the role of advise....

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MARKET UPDATE Technology and Innovation

Innovation is all around us and its effects are pervasive. In this Market Update series, Chris Rands from Nikko Asset Management discusses the impact of innovation now and in the future, how it’s affecting fixed income and inflation, and why we ....

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MONEY MASTERS Allan Gray: Stable Fund

Stability of income is key in today’s lower for longer environment, and could be combated by a contrarian investment approach which takes opportunistic leaps into particular equities. This strategy enables Allan Gray to minimise volatility tradi....

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MARKET UPDATE Why stability and value don’t go hand-in-hand

In this Market Update series from Orbis Investments, investment team member Graeme Forster discusses where he’s currently looking for value and why stable, predictable businesses are no longer the places to find it. Graeme also explores....

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MONEY MASTERS UBS: Microcap Fund

The success of the likes of Uber and Airbnb highlight how the biggest companies of today aren’t necessarily the ones with a 10 or 20 year track records, but those which can best identify and fill a gap in our current marketplace.

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