Finding conviction in an unloved stock is a “difficult manoeuvre”, according to Julian Morrison from contrarian fund manager Allan Gray, which counts AMP among its active positions.
Jessica SierSeptember 11, 2019
New York-based portfolio manager Steve Wreford looks on the other side of quantitative easing to a world where infrastructure and themes relating to sustainability will reign supreme.
Jessica SierAugust 26, 2019
Young people are more likely to move from job to job within two or three year time frames and prefer to contribute for the roll out of one product or the execution of a particular strategy, rather than commit for the long term to a business.
Jessica SierApril 1, 2019
Asset managers around the country are realising that attracting and retaining a diverse range of talent, particularly women, is much more difficult than just advertising more widely and hoping they'll disrupt ingrained cultures.
Jessica SierNovember 30, 2018