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Articles tagged as "Drax"

Orbis Global Balanced Fund: A tour of the portfolio

By Alec Cutler on 01 Apr 2021

Viewing time: 58 mins

After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...

Orbis: How to balance risk and return in the current environment

By Alec Cutler on 30 Jun 2018

Reading time: 10 mins

As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...

Cloudy crystal ball

By Alec Cutler on 18 Jun 2018

Reading time: 6 mins

Two years ago, our crystal ball was cloudy. Shares and commodity prices suffered a rout in early 2016, and markets were concerned that economies around the...

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