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Market Wraps
allan gray
Latest news and analysis on allan gray
Expert Insights
January 09, 2018 10:10
Finding the ‘blood in the
streets’
Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...
Livewire Exclusive
Livewire Markets
January 09, 2018 10:10
Expert Insights
December 19, 2017 12:44
Australia’s banks still priced for perfection
Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...
Livewire Exclusive
Livewire Markets
December 19, 2017 12:44
Expert Insights
December 11, 2017 09:29
Betting against the crowd on
oil
Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...
Livewire Exclusive
Livewire Markets
December 11, 2017 09:29
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May 20, 2014 08:36
Roc Oil recently announced a 'merger of equals' with Horizon Oil
Intelligent Investor
Independent Financial Research
May 20, 2014 08:36
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