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SCOUT· 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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