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Merryn Talks Money — Why Contrarians Can't Get Enough of Real Assets
Scout ratingSCOUT· 67%31m·2026-03-16·Money

Why Contrarians Can't Get Enough of Real Assets

Merryn Talks Money

Contrarian investor Alec Cutler, manager of the Orbis Global Balanced and Cautious funds, joins Merryn Somerset Webb to discuss why global markets are shifting away from speculative growth toward the fundamentals that underpin economies—energy, infrastructure, and national security. Using his “pyramid of needs”…

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