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Investment Management
Are expectations for growth stocks now a bit too high?
Seven tech giants now make up nearly 35% of the S&P 500’s market cap—up from just 10% in 2014—and drove nearly half of the index’s 2024 gains. Are expectations for growth stocks now a bit too high? Maybe...
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Investment Management
Can you build a better fixed income portfolio?
Fed Rate Pause Likely Amid Data Uncertainty says PIMCO
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Investment Management
Building enduring value in an unpredictable market
In a world increasingly defined by stark extremes—growth vs. value, US vs. the rest of the world, risk vs. safety—Orbis President Adam Karr reflects on the importance of balancing long-term resilience...
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