Contrarian Investing

News & Research

Is AI a bubble or is the best yet to come?

Orbis Investments

23 October 2026

Whether or not AI is a bubble, investors continue to crowd into the perceived winners and overlooked bargains are becoming harder to find. We believe the most compelling stocks may lie beyond the big names, in…

Could today’s boring stocks become tomorrow’s winners?

Orbis Investments

20 October 2026

As the largest technology companies compete for capital and commit extraordinary sums to AI infrastructure, they are also driving up the cost of capital for everyone else. Meanwhile, less capital-hungry, cash g…

Why value funds should be part of every investor's portfolio

Gary Jackson

07 July 2026

Charles Stanley Direct's Rob Morgan argues that blending value and growth styles builds a more resilient portfolio.

The AI trade that doesn’t require you to pick a winner

Emmy Hawker

01 July 2026

Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.

AI in investing: more consensus, less insight

Orbis Investments

24 June 2026

Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active managem…

Orbis’ Alec Cutler: The UK has engineered its own energy crisis

Emmy Hawker

23 June 2026

The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.

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