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Investing through the US Election

News & Research

Great expectations - raising the bar

Orbis Investments
16 September 2025
With margins stretched and valuations at record highs, Orbis explores why great expectations could be a risk for today’s investors and why opportunities often lie where expectations are lower.

Fund managers pile into tech stocks despite record overvaluation fears

Gary Jackson
16 September 2025
The latest Bank of America positioning survey shows fund managers are at their most bullish since the start of the year.

Debt, deficits and downside risks: Is your portfolio prepared?

Orbis Investments
10 September 2025
The world is awash in debt. In the US, years of war-level deficit spending have sent government debt climbing to 100% of GDP and beyond. Other major economies are in similar situations. What does this mean for…

Building a contrarian investment process

Trustnet Learn
12 August 2025

Charting a smoother course with hedged equities

Orbis Investments
06 August 2025
You can't apply a static solution to a dynamic problem. Orbis Investments explains the role that hedged equities play in’ multi-asset funds.

Behavioural biases contrarians must overcome

Trustnet Learn
05 August 2025

Case studies in contrarian investing

Trustnet Learn
29 July 2025

Risk management for contrarian investors

Trustnet Learn
22 July 2025

Contrarian signals: What to look for

Trustnet Learn
15 July 2025

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