Partner Content by Orbis Investments

The investment world is changing - is your portfolio ready?

Capital at risk

As the investment world changes, many investors remain dangerously concentrated in the last decade's winners.

In our latest white paper—Sunrise on Venus—we explain why investors must either adjust their return expectations or their portfolios.

TAKEAWAYS:

  • Valuations for broad stock markets are still expensive
  • Investors are still concentrated in the last decade’s winners
  • Higher inflation breaks traditional multi-asset portfolios
  • Blending contrarian value into your portfolio can reduce risk and enhance returns

To download your copy, please click the button below.

Orbis Investments U.K. Limited