15th November 2021
Schroders: Q&A: where are the risks in credit?
What is your assessment of the macro economic backdrop?
The Global outlook has moved in a stagflationary direction as growth momentum fades and price pressures rise.
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Quarterly Commentary Orbis Global Equity
The past quarter has been painful. After an encouraging start to the year, we gave all of the outperformance back and more, with exposure to selected Chinese technology shares and the broad underperformance of value-oriented shares globally driving the majority of underperformance. While we try not to dwell on quarterly results, the past few years have also been disappointing. As co-investors in the Orbis Funds, we share the frustration that some of you may be feeling.
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