8th February 2021

Orbis: Harder to get into than Harvard

If 2020 was an emotional roller coaster, the first month of 2021 has been a peek inside the darker corners of the funhouse. We remain hopeful that more measured times lie ahead, but also mindful that the turning of a new calendar page only goes so far—and much uncertainty remains.

As professional investors, we check our emotions at the door. But we are also human, and having a rigorous research process is one way to ensure that we remain disciplined regardless of the chaos that markets might throw at us.

Investments, Investment Commentary, Market Outlook

Registration

Free Registration and CPD

Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

Not yet registered?

Please complete this form to join our community

Name


Email


Company


Select your role:


Password


Confirm Password

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre