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Graeme Forster on Muck Rack

Graeme Forster

As seen in: Barron's, Financial News, Business Day, FT Adviser, FTAdviser, Investment Week, FE Trustnet, The Allan Gray Podcast
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Articles

Are you swimming in the right water?

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By Graeme Forster
| The Allan Gray Podcast
For decades, global markets revolved around export-led growth and the gravitational pull of US assets. Now the currents are changing. Graeme Forster, portfolio manager at our offshore partner, Orbis, explains why domestic investment and fiscal expansion are reshaping the capital cycle, potentially marking a new era for investors and markets outside the US.
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Orbis Global Equity: Biotech breakthroughs in a crowded market

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By Graeme Forster, Mo Zhao
| The Allan Gray Podcast
In an increasingly competitive and crowded market, the biotech sector offers unique opportunities to capitalise on overlooked, undervalued shares. Graeme Forster and Mo Zhao from our offshore partner, Orbis, highlight cutting-edge companies within the sector, indicating how the Orbis Global Equity Fund is positioned to benefit from long-term innovation and breakthroughs in biotech. Investing is ultimately about the balance between price and value – what you pay versus what you get.
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GRAEME FORSTER: The duration dislocation

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By Graeme Forster
| Business Day Verified
Capital investment in primary energy has dropped significantly. The challenge is to understand how much of the energy transition is priced into valuations and act as responsible shareholders 26 September 2022 - 13:33 We see three giant sources of risk and opportunity in global stock markets at present. First, valuation dislocations are highly stretched and should unwind. Second, economic conditions may look very different from those of the last decade.
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