Working Lunch Orbis Investments 22nd February 2024

In partnership with 

Carden Park 


Sunrise on Venus

On Venus, each day stretches for nearly four months. With days so long, it’s easy to imagine growing used to day or night, rather than thinking of the next sunset. We’ve been through something similar in the investing world. A decade of low interest rates has left investors concentrated in expensive parts of markets. With valuations where they are, that makes the coming sunset risky. The force turning Venus is higher inflation, which changes everything in markets. Investors can prepare for sunrise by getting actually diversified, across economic exposures and styles within equities. Fortunately, many diversifying assets also trade at attractive valuations.

By the end of this session, delegates will be able to:

  • Explain the long-term forces contributing to higher inflation
  • Understand how inflation affects multi-asset portfolios and inflation-resilient assets
  • Articulate the concentrations that have emerged in stockmarkets


Rob Perrone, Investment Counsellor, Orbis

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.

Don’t put all your eggs in one basket

These are volatile, uncertain times following a period of trending markets since 2008. We’ll discuss how TAC appraises funds and features Advisers can look for. Then we’ll move to different investing styles, a current market view and share some ideas on how Advisers can communicate with, and influence client outcomes.

Ian Furtado, Consultant, The Adviser Centre

Ian has worked closely with The Adviser Centre team since 2018. He began his investment career at Barings and subsequently spent over 25 years working in the asset management industry in senior sales and marketing roles. Ian has also been involved in the management of institutional portfolios and is qualified to manage and advise on private client portfolios. He holds the Investment Management Certificate, is qualified through the CII as a Financial Adviser and presently operates as a management consultant to advisory firms in the UK.

Working Lunch with Orbis - Carden Park

Venue: Carden Park, North West

Date: 22nd February 2024 

Time: 12:30pm - 2:30pm

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