Orbis: Signs of sea change
Автор: Allan Gray
Загружено: 2023-03-30
Просмотров: 683
Описание: 2022 was a dynamic and important year. Markets transitioned quickly from a decade-plus of stability, easy money and low inflation to uncertainty, tightening liquidity and high inflation. Russia’s invasion of Ukraine sparked a European energy crisis, causing many to question energy security worldwide and increasing geopolitical risks. This likely marks a sea change for markets. While the past 10 years were great for markets and tough for stockpickers, we believe the next 10 years could be great for stockpickers and tough for markets. The changes appear to have created a ripe environment for active, bottom-up stockpickers like Orbis. Adam Karr explains why Orbis is excited about the environment why after a year of sharpening its focus, Orbis is well equipped to execute against it.
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