))
10. Are we entering a global stockpicker’s paradise?
Manage episode 424754967 series 3581045
Contenuto fornito da Allan Gray. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Allan Gray o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the investment team believes that the stock market boom over the last few years is making way for a global stockpicker’s paradise. As the deflation of the “Everything Bubble” continues, long-term investors who remain focused on understanding the fundamentals of the companies they invest in are well placed to be rewarded in years to come. In an effort to make sense of the current environment, Rory and Matthew delve into the major global market shifts that are shaping the opportunity set and unpack some of the portfolios’ most compelling ideas. Memory: Industry cycles, not the business cycle · Orbis Global Balanced: Investing through the cycles
…
continue reading
21 episodi
Condividi
