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Investing through the US Election

News & Research

US exceptionalism – the conflict between price and fundamentals

Stefan Sommerville
24 June 2025
Despite recent market turbulence, US equities have largely recovered. But while headline indices have bounced back, the recovery has taken place against a backdrop of weakening fundamentals and rising uncertain…

Contrarian investing in equities

Trustnet Learn
24 June 2025

Famous contrarians and their strategies

Trustnet Learn
12 June 2025

The Monty Hall Market: Three lessons for today's investors

Orbis Investments
09 June 2025
Orbis takes a cautionary look at market concentration, investor herd behaviour and the importance of stepping beyond the obvious in search of lasting value.

The biggest mistake value investors make

Patrick Sanders
04 June 2025
Alec Cutler explains why value investors need to be willing to take advantage of share price momentum.

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