Dan Brocklebank
Articles by Dan Brocklebank
Teenagers, curfews & interest rates
As interest rates have risen, we have seen a collapse in the valuations of a range of profitless tech companies. More recently we have seen a crisis in the ...
Five investment lessons from the last 20 years… for the next 20 years
Dan Brocklebank, head of UK operations at our offshore partner, Orbis, reflects on five lessons from the past two decades that investors can draw on to impro...
The role of currency when investing offshore
If you buy a share in your local market, assessing your performance is easy. If the price goes up, you make money. If you buy shares in other markets, howeve...
What is a good offshore strategy?
Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?
Offshore investing: Not a popularity contest
There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...
Global jitters: Avoid safe havens, opportunity in overlooked sectors
The uncertain global political and economic backdrop created by unexpected recent shocks has spooked investors. However fear, particularly when spurred by...
Beware the siren song of growth
Growth has an almost irresistible allure for investors. Whether it’s a rapidly growing economy, a start-up with a hot new product, or a new industry that...
Drilling into the detail of oil and gas investments
At first glance, the Orbis Global Equity Fund's exposure to Oil & Gas; Gas stocks appears to be similar to that of its benchmark. At December 2012, about 9% ...
