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Articles tagged as "Japan"

Insights category - Markets and economy

Global growth prospects continue to deteriorate

By Sandy McGregor on 02 Nov 2022

Reading time: 3 mins

During the past quarter inflation has remained elevated. In the US the latest print for August was 8.3%. In Europe it was 10.0% in September. Even though in...

Insights category - Markets and economy

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

Listening time: 43 min

In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...

Insights category - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

Insights category - Offshore investing

Orbis: Our job is to be uncomfortable

By Brett Moshal on 03 Aug 2020

Viewing time: 8 mins 26 seconds

Our job at Allan Gray and Orbis is to be uncomfortable and to sweat our clients’ capital. Ultimately what we focus on is the risk of capital loss - and that...

Insights category - Markets and economy

Inflation

By Sandy McGregor on 29 Jan 2020

Reading time: 15 mins

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

Insights category - Offshore investing

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Reading time: 13 mins

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

Insights category - Offshore investing

The global opportunity set

By John Christy on 24 Jan 2018

Reading time: 11 mins

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Insights category - Offshore investing

Japan: economic pessimism creates buying opportunities

By Trevor Black and Ben Preston on 30 Jun 2011

Reading time: 8 mins

As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....

Insights category - Offshore investing

Responding to challenging times

By Henry Allen and Trevor Black on 31 Dec 2010

Reading time: 8 mins

Performance does not come in a straight line, which means that periods of long-term outperformance will always be accompanied by periods of, sometimes...

Insights category - Markets and economy

Deflation

By Sandy McGregor on 30 Sep 2010

Reading time: 8 mins

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

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