Articles by Matthew Spencer
Navigating the ‘Great Misallocation’
Matthew Spencer, from our offshore partner, Orbis, reflects on the current global market environment and how portfolios are positioned to reap the benefits o...
Orbis Global Equity: Navigating risk and reward
At a recent investment update via Zoom webinar, Matthew Spencer and Stanley Lu, from our offshore partner, Orbis, reviewed the Orbis Global Equity Fund’s...
Orbis: Resilience and enthusiasm at a time of uncertainty
In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance ...
Why the classic 60/40 is dangerous
Sixty percent equities and forty percent bonds has become such a standard for “moderate risk” that any other allocation raises eyebrows...