Orbis Investments

Globalisation is being rewired, AI is transforming industries, and market valuations are stretched. Yet most investors are still using yesterday's playbook. Can the tailwinds that powered the last cycle do so again? Challenge your assumptions with Six Courageous Questions for 2026: https://lnkd.in/gCD6_y_f Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.

Markets rarely stand still and the forces shaping them are rapidly changing. In Six Courageous Questions for 2026, we challenge some of the biggest narratives investors have come to rely on—from US stockmarket concentration to AI economics. Explore the Six Questions shaping markets in 2026: https://lnkd.in/gCD6_y_f Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.

Some investors are using yesterday's playbook in a world reshaped by AI, deglobalisation, stockmarket concentration and stretched valuations. Can old assumptions power the next cycle? In Six Courageous Questions for 2026, we test some of the narratives that investors have come to rely on: https://lnkd.in/gCD6_y_f Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.

"You must not fool yourself—and you are the easiest person to fool." The tailwinds that lifted the last cycle are unlikely to do the heavy lifting again. Industrial policy, AI disruption, and stretched markets demand a new approach. Explore Six Courageous Questions to challenge your thinking for 2026: https://lnkd.in/gCD6_y_f Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.

The US market is concentrated and equities are trading at near-record valuations. Meanwhile, international markets are trading at steep discounts with abundant inefficiencies—a fertile hunting ground for bottom-up stock pickers. Find out why now may be the time to look beyond the US: https://lnkd.in/gjDG_cSb Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.

In a world reshaped by AI, deglobalisation, and shifting economic power, foresight fades fast. Edge now lies in questioning conviction and adapting before the market forces you to. Discover the Six Courageous Questions guiding our thinking as we head into 2026: https://lnkd.in/gCD6_y_f Orbis funds are distributed by Allan Gray Australia. General information, not personal advice.