Orbis investment update: Risks in the real world

Alec Cutler, from our offshore partner, Orbis, discusses the real risks the world is facing and the attractive investment opportunities Orbis has found to mitigate these real-world risks for the Orbis Global Balanced Fund.

The Caveman In Your Portfolio: Why Behaviour Sabotages Returns - Alec Cutler | Orbis Investments
▶︎

The Caveman In Your Portfolio: Why Behaviour Sabotages Returns - Alec Cutler | Orbis Investments

Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett
▶︎

Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service
▶︎

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service

Grandma's Investing Wisdom and What to Own After the Fed's "Nixon" Moment with Alec Cutler
▶︎

Grandma's Investing Wisdom and What to Own After the Fed's "Nixon" Moment with Alec Cutler

Don’t just stand there
▶︎

Don’t just stand there

The return of value: INDepth with Ben Preston from Orbis Investments
▶︎

The return of value: INDepth with Ben Preston from Orbis Investments

Taking advantage of opportunities in the fixed interest and income universe
▶︎

Taking advantage of opportunities in the fixed interest and income universe

How First “Great Depression” Was Caused By Liquidity, Tech Boom, & Debt | Liaquat Ahamed on 1873
▶︎

How First “Great Depression” Was Caused By Liquidity, Tech Boom, & Debt | Liaquat Ahamed on 1873

Preparing for the next decade: INDepth with Alec Cutler from Orbis Investments
▶︎

Preparing for the next decade: INDepth with Alec Cutler from Orbis Investments

Value Investing Legend Seth Klarman: Masters in Business
▶︎

Value Investing Legend Seth Klarman: Masters in Business

Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots
▶︎

Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots

Hard Lessons: Stan Druckenmiller: Invest, then investigate
▶︎

Hard Lessons: Stan Druckenmiller: Invest, then investigate

How to Think About Risk with Howard Marks
▶︎

How to Think About Risk with Howard Marks

I Never Buy More Than 5% | Inside Aswath Damodaran's Personal Portfolio
▶︎

I Never Buy More Than 5% | Inside Aswath Damodaran's Personal Portfolio

Howard Marks: 78 Years of Investing Wisdom in 60 Minutes (MUST WATCH)
▶︎

Howard Marks: 78 Years of Investing Wisdom in 60 Minutes (MUST WATCH)

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
▶︎

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett

What does the Bank of England actually do? | Mark Carney
▶︎

What does the Bank of England actually do? | Mark Carney

Adam Karr – Extreme Alignment at Orbis (EP.338)
▶︎

Adam Karr – Extreme Alignment at Orbis (EP.338)

Japan’s Economy in 2026: The Comeback Nobody Expected? | Insight
▶︎

Japan’s Economy in 2026: The Comeback Nobody Expected? | Insight

Interview with Dan Brocklebank of Orbis UK
▶︎

Interview with Dan Brocklebank of Orbis UK