﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Mon, 13 Jul 2026 11:47:48 GMT--><rss version="2.0"><channel><title>Orbis Investment Management Ltd  - related articles from Trustnet</title><link>http://www.trustnet.com/News/NewsHome.aspx</link><description>Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs</description><language>en-gb</language><pubDate>Mon, 13 Jul 2026 11:47:48 GMT</pubDate><lastBuildDate>Mon, 13 Jul 2026 11:47:48 GMT</lastBuildDate><docs>http://www.trustnet.com</docs><generator>UltraEdit</generator><managingEditor>editorial@trustnet.com</managingEditor><webMaster>mail@trustnet.com</webMaster><image><link>http://www.trustnet.com</link><title>Orbis Investment Management Ltd  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The most consistent multi-asset funds over three years still going strong in 2026</title><link>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</link><author>Emmy Hawker</author><description>Strategies from Vanguard, Aegon and more have logged consecutive first-quartile returns in their sector.</description><pubDate>Fri, 10 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</guid></item><item><title>Emerging markets, Artemis and AI: The funds that investors couldn't keep their eyes off in 2026's first half</title><link>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</link><author>Gary Jackson</author><description>Trustnet's factsheet data shows investors moving away from mainstream sectors and towards emerging markets, value strategies and funds with AI exposure.</description><pubDate>Tue, 07 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</guid></item><item><title>The AI trade that doesn’t require you to pick a winner</title><link>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</link><author>Emmy Hawker</author><description>Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.</description><pubDate>Wed, 01 Jul 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</guid></item><item><title>America at 250: Are trust managers backing the world's dominant stock market?</title><link>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</link><author>Gary Jackson</author><description>There are questions over how long US dominance can continue.</description><pubDate>Tue, 30 Jun 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</guid></item><item><title>After a decade of dominance, large-caps face a more level playing field</title><link>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</link><author>Emmy Hawker</author><description>Valuation gaps, governance reform and shifting capital flows are reshaping expectations across global regions.</description><pubDate>Tue, 30 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</guid></item><item><title>The cheapest investment trusts relative to their own history</title><link>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>More than 20 investment trusts are on discounts more than 10 percentage points wider than their five-year average.</description><pubDate>Tue, 30 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</guid></item><item><title>‘I'd slap myself for saying this’: Why this multi-asset manager feels safer in Mexico than France</title><link>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</link><author>Matteo Anelli</author><description>Overvaluation in developed markets is counterintuitively pushing Vontobel into emerging markets.</description><pubDate>Thu, 25 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</guid></item><item><title>AI in investing: more consensus, less insight</title><link>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</link><author>Orbis Investments</author><description>Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active management.</description><pubDate>Wed, 24 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</guid></item><item><title>Orbis’ Alec Cutler: The UK has engineered its own energy crisis</title><link>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</link><author>Emmy Hawker</author><description>The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.</description><pubDate>Tue, 23 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</guid></item><item><title>The cheapest and most expensive investment trust sectors relative to their own history</title><link>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>Trustnet looks at the average discounts and premiums across the trust universe.</description><pubDate>Mon, 22 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</guid></item><item><title>The fund that's held AI winners through the rally and is now conflicted about selling</title><link>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</link><author>Matteo Anelli</author><description>Brunner's Julian Bishop on why the trust sits between two ideological extremes.</description><pubDate>Fri, 19 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</guid></item><item><title>After the IPO: SpaceX is a great company – but is it a great investment?</title><link>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</link><author>Emmy Hawker</author><description>The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.</description><pubDate>Thu, 18 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</guid></item><item><title>Why resilience matters more than prediction in today’s markets</title><link>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</link><author>Orbis Investments</author><description>Orbis portfolio managers Alec Cutler and Mark Dunley-Owen set out why some of the most resilient opportunities today sit in places many investors have overlooked or avoided.</description><pubDate>Wed, 17 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</guid></item><item><title>Should responsible investors own cement companies?</title><link>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</link><author>Orbis Investments</author><description>Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.</description><pubDate>Mon, 15 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</guid></item><item><title>The longest-reigning mixed-asset funds</title><link>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</link><author>Matteo Anelli</author><description>Trustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.</description><pubDate>Mon, 15 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</guid></item><item><title>SpaceX could double or halve: Expect volatility, says Scottish Mortgage’s Slater</title><link>http://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/</link><author>Jonathan Jones</author><description>The manager still has “the scars” from backing Meta when it came to market.</description><pubDate>Thu, 11 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/</guid></item><item><title>The most-backed space-related stocks ahead of the SpaceX IPO</title><link>http://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/</link><author>Jonathan Jones</author><description>AJ Bell looks at where investors are already putting their money to work in the space race.</description><pubDate>Wed, 10 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/</guid></item><item><title>The top longest-reigning funds in the IA Global sector</title><link>http://www.trustnet.com/News/13478070/the-top-longest-reigning-funds-in-the-ia-global-sector/</link><author>Matteo Anelli</author><description>Trustnet highlights the funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.</description><pubDate>Wed, 10 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478070/the-top-longest-reigning-funds-in-the-ia-global-sector/</guid></item><item><title>Five ‘go anywhere’ picks for investors tired of labels</title><link>http://www.trustnet.com/News/13477810/five-go-anywhere-picks-for-investors-tired-of-labels/</link><author>Emmy Hawker</author><description>BlackRock, Baillie Gifford and more are offering investors access to unconstrained strategies.</description><pubDate>Fri, 05 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477810/five-go-anywhere-picks-for-investors-tired-of-labels/</guid></item><item><title>'Unusually large' FTSE reshuffle: Fund managers on the winners and losers</title><link>http://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/</link><author>Jonathan Jones</author><description>The reshuffle tends to be “more dramatic” during volatile markets.</description><pubDate>Thu, 04 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/</guid></item><item><title>Trust managers' best energy stocks for 'one of the most compelling medium-term setups in decades'</title><link>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</link><author>Gary Jackson</author><description>Investment trust managers give their top energy picks as Middle East disruption and the politics of energy security combine to create a compelling market backdrop.</description><pubDate>Tue, 02 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</guid></item><item><title>Are investors underestimating the emerging markets reform story?</title><link>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</link><author>Orbis Investments</author><description>Independent central banks, inflation-targeting regimes, stronger minority shareholder protections, and better-capitalised domestic banking systems have materially altered how several emerging economies absorb shocks, with direct implications for long-term return potential.</description><pubDate>Tue, 02 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</guid></item><item><title>Investment trusts trading at a premium –  are they worth it?</title><link>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</link><author>Annabel Brodie-Smith</author><description>What to consider before paying a trust at premium.</description><pubDate>Wed, 27 May 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</guid></item><item><title>Are investors navigating emerging markets with an outdated map?</title><link>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</link><author>Orbis Investments</author><description>With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they realise.</description><pubDate>Wed, 27 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</guid></item><item><title>Why Scottish Mortgage won't be forced to sell SpaceX at IPO and what that means for shareholders</title><link>http://www.trustnet.com/News/13477213/why-scottish-mortgage-wont-be-forced-to-sell-spacex-at-ipo-and-what-that-means-for-shareholders/</link><author>Matteo Anelli</author><description>In the firm’s final results, manager Tom Slater suggests he’ll hold on to his top position after listing.</description><pubDate>Wed, 27 May 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477213/why-scottish-mortgage-wont-be-forced-to-sell-spacex-at-ipo-and-what-that-means-for-shareholders/</guid></item><item><title>Cheap, changing and under-owned: The case for emerging markets today</title><link>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</link><author>Orbis Investments</author><description>From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most portfolios have not yet caught up.</description><pubDate>Wed, 20 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</guid></item><item><title>From ‘HALO’ stocks to growth laggards – Japan’s shifting opportunity set</title><link>http://www.trustnet.com/News/13476167/from-halo-stocks-to-growth-laggards--japans-shifting-opportunity-set/</link><author>Alex Bowles and Brett Moshal</author><description>Our positioning today looks at odds with market sentiment.</description><pubDate>Tue, 12 May 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476167/from-halo-stocks-to-growth-laggards--japans-shifting-opportunity-set/</guid></item><item><title>Investing through the AI boom: Balancing innovation and discipline</title><link>http://www.trustnet.com/News/13475217/investing-through-the-ai-boom-balancing-innovation-and-discipline/</link><author>Julian Bishop</author><description>Technological revolutions rarely follow a simple, straight line.</description><pubDate>Tue, 28 Apr 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475217/investing-through-the-ai-boom-balancing-innovation-and-discipline/</guid></item><item><title>Some of the best funds to hold alongside a global tracker</title><link>http://www.trustnet.com/News/13474903/some-of-the-best-funds-to-hold-alongside-a-global-tracker/</link><author>Emmy Hawker</author><description>Fund selectors reveal the strategies to complement broad global exposure.</description><pubDate>Thu, 23 Apr 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474903/some-of-the-best-funds-to-hold-alongside-a-global-tracker/</guid></item><item><title>Selectors gravitate towards five space-exposed funds and trusts</title><link>http://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/</link><author>Emmy Hawker</author><description>Baillie Gifford and BlackRock among those offering access to the space economy.</description><pubDate>Mon, 20 Apr 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/</guid></item><item><title>Where can investors find value in crowded markets?</title><link>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</link><author>Orbis Investments</author><description>Orbis examines the impact of market dynamics such as valuations, government debt and geopolitics.</description><pubDate>Fri, 17 Apr 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</guid></item></channel></rss>