INVESTMENTS & PENSIONS
THE INVESTMENT WORLD IS CHANGING , ARE YOUR CLIENTS PREPARED ?
For the past 40 years , we have enjoyed an environment of low inflation , low wages , limited defence spending , cheap manufacturing , and unparalleled central bank liquidity . However , the party ’ s coming to an end argues Alec Cutler , Manager of the Orbis OEIC Global Balanced Fund . But what does this mean for your clients ' portfolios ?
In our latest video , produced in partnership with Citywire , Alec Cutler , Manager of the Orbis OEIC Global Balanced Fund , delves into why the forces that once boosted long-duration assets are now reversing and the implications this could have on client portfolios . He also addresses advisers ’ questions on how to navigate the radically different economic environment we are heading into .
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Disclaimer
The contents of this communication have been approved for issue in the United Kingdom by Orbis Investments ( U . K .) Limited which is authorised and regulated by the Financial Conduct Authority . Orbis Investments ( U . K .) Limited and Orbis Investment Management Limited are members of the Orbis group of companies (“ Orbis ”).
This communication does not constitute an offer , solicitation or recommendation to buy , sell or hold any interests , shares or other securities in the companies mentioned in it . Orbis has not considered the suitability of this investment against your individual needs and risk tolerance . You must not rely upon this communication or any part of it as investment advice and Orbis does not assume and will not accept responsibility or liability ( whether arising in contract , tort , negligence or otherwise ) for any error , omission , loss or damage ( whether direct , indirect , consequential or otherwise ) in connection with the information in this communication and disclaims any such liability to the maximum extent permitted by law . This communication represents Orbis ' view at the date stated and may provide reasoning or rationale on why we bought or sold a particular security for a fund . We may take a different / the opposite view / position from that stated . This is because our view may change as facts or circumstances change . This communication has not been prepared in accordance with legal requirements designed to promote the independence of investment research . Entities and employees of Orbis are not subject to restrictions on dealing in relevant securities ahead of the dissemination of this review . Past performance is not a reliable indicator of future results . When investing your capital is at risk .
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