Graeme Forster joined Orbis in 2007. Based in Bermuda, he is responsible for the Orbis international equity and the Orbis optimal strategies. He previously spent five years as a member of Orbis’ London-based team of analysts. He holds a Master of Arts (Honours) in Mathematics (University of Oxford), Master of Research in Applied Mathematics (University of York), Doctor of Philosophy in Mathematical Epidemiology and Economics (University of Cambridge) and is a Chartered Financial Analyst.
Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking at the so-called equity risk premium, which is simply the difference between returns on global stock markets and risk-free assets, such as U.S. dollar bank deposits. Over the very long […]
Global shares, represented by the MSCI world index, ended 2019 at an all-time high. Their robust 9.5 per cent per annum return during the 2010s may come as little surprise given both the starting point, which coincided with the aftermath of the global financial crisis and the extraordinary efforts by central banks to prop up […]