Skip to content
International Adviser
  • Contact
  • Login
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

SIGN IN INTERNATIONAL ADVISER

Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details

[login-with-ajax]
Not Registered?

Finding value in the Australian equity market

30 Jun 17

For a contrarian manager there is value in sectors facing cyclical headwinds in Australia like energy, oil and gas firms and materials companies, says Werner du Preez, national distribution manager at Allan Gray Australia

He said firms like BHP and Rio Tinto are a bit too exposed to any further downturn in China so the focus for Allan Gray is on other companies in the commodity sector.

The big risks in the Australian market are found mainly in the financial sector, which has been driving up the property market in particular says du Preez.

 

 

 

 

 

Tags: Allan Gray | Australia | Investment Strategy

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Equities

    Marlborough replaces investment manager on US Focus fund

    Asia

    Rathbones’ Asia and EM funds to launch by year end

  • Asia

    Asia

    Time for investors overweight the US to rotate into Asia, says SJP head

    Equities

    Evelyn Partners notes ‘sizeable’ shift in active MPS rebalancing


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.