Alec Cutler

Ukraine war has made City spending on defence 'essential' as opposed to 'contentious'

Companies

Ukraine war has made City spending on defence 'essential' as opposed to 'contentious'

Defence sector ‘vital to the economy’

clock 18 December 2024 • 5 min read
Investors dispute defence stock overvaluation concerns as military spending grows

Companies

Investors dispute defence stock overvaluation concerns as military spending grows

Following ‘depressed decade’

clock 24 July 2024 • 4 min read
Orbis' Cutler bets on producers and warns of 'greenflation'

Managed funds

Orbis' Cutler bets on producers and warns of 'greenflation'

Consumer names stunt dividend growth

clock 26 July 2022 • 2 min read

UK

Orbis' Cutler: No need to fear 'scary UK cyclical mid caps'

Steer clear of high-growth mega-caps, investors urged

clock 25 January 2021 • 5 min read

Multi-asset

Orbis's Cutler shifts into cyclicals for 'explosive' value recovery

Focus on aerospace sector

clock 21 May 2020 • 2 min read

Commodities

A tale of two markets: The case for neglected energy stocks

How to reignite a sector slowly losing its way

clock 19 February 2020 • 4 min read

Unit trusts/OEICs

Orbis launches Global Cautious fund with no minimum investment

Has refundable performance fee structure

clock 10 January 2020 • 2 min read
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