SIMON MAWHINNEY
Funds management
AMP will have a pool of surplus capital from the sale of AMP Capital and its life insurance business which Allan Gray believes will be returned to shareholders. ...
Financial planning
Losing one year of earnings does not justify the hits to a company value, especially if the firm had minimal debt, and the market is making a “gross exaggeration” of the ...
Funds management
Fund manager Allan Gray is forecasting near-zero yields for the majority of ASX-listed companies in the future, although consumer staples may be able to buck this trend. ...
Financial planning
Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....
Funds management
The current state of market offers great opportunities for contrarian investors with a focus on fundamentals, Allan Gray’s chief investment officer said....
Features
It’s the bus you don’t see that is most likely to hit you, and Simon Mawhinney and Tim Hillier believe that, when investing in AMP, investors are stepping out onto a busy...
Funds management
The Australian Securities Exchange has failed to protect the rights of investors, according to fund manager Allan Gray....
Funds management
Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....
Expert Analysis
With salary packages and bonuses for chief executives hitting almost unheard of levels, ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...