Our aim is to provide thought-provoking investment insights and access to information to help understand where we believe the world's best investment opportunities lie.
Our aim is to provide thought-provoking investment insights and access to information to help understand where we believe the world's best investment opportunities lie.
Michael Morell shares highlights from his distinguished 33 year career in US intelligence and foreign policy, including his integral role in the fight against terrorism. He provides unparalleled insight into China, Russia and the current state of US politics. (Full viewing time: 34min)
In his annual address, Hamish Douglass discusses the key global threats that we need to watch out for, Magellan's performance over the past decade and stocks he believes are well positioned to benefit from global tailwinds. (Full viewing time: 64min)
Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns.
Hamish addresses the most commonly asked questions from advisers following Magellan’s annual roadshow. (Full viewing time: 15min)
They want to inject themselves between banks and their customers in the most profitable areas.
Full recording, including the interview with ex-CIA Director Michael Morell (Full viewing time: 1 hour, 38 min)
The analysis has three prongs. Only one would console the UK – but with a twist.
Off the back of winning the Zenith Investment Partners Fund Award for Infrastructure*, Gerald Stack discusses a number of key themes in the portfolio at present. He puts a spotlight on Transurban’s recent successful bid for Sydney’s WestConnex, discusses in detail what the Morandi Bridge collapse in Genoa could mean for Atlantia and also explains his concerns around UK utilities and the risks associated with a possible snap election if one were called.
The consumer-goods multi-national thinks health brands will help in a disruptive world.
The natural gas company stands out because its high earnings growth is unusual for a utility.
Six challenges, however, are testing the effectiveness of their emotional pitches.
Digital ledgers promise less-landmark innovation but benefits aplenty for the regulated world – if aptly used.
The company is aéroports de Paris at its core
A new shareholder is driving a challenge to The Home Depot’s No. 1 ranking in the US home-improvement market
The past 12 months have seen a myriad of geopolitical issues from Trump policies to Brexit and various European elections. Gerald Stack, Head of Investments and Head of Infrastructure, discusses what concerns him most looking forward and how he’s protecting his portfolio accordingly.
With US / China trade agitations in the headlines, hear from Hamish Douglass, Magellan’s CEO and CIO, as to how he views various scenarios playing out and what the likely impacts could be on markets.
It will help China in its quest to gain AI supremacy over the US.
But foreign companies face new political risks when pursuing Chinese consumers.
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The concern is that the political ramifications might nullify automation’s economic benefits for society.
Hamish Douglass, Magellan’s CEO and CIO, discusses and dismantles some perceptions in the market around the recent performance, and why its incorrect to view our Global Strategy as US centric.
The largest US hospital chain is hard to disrupt
Rising US interest rates have caused the infrastructure sector to lag during the quarter.
Listen to Hamish Douglass, Magellan’s CEO and CIO, share his views on the FAANGs, in particular the unfolding Facebook and the Cambridge Analytica situation.
But Big Data’s complexities prevent society gaining the full benefit from information collected in cyberspace.
Yet most of the tech giants are still attractively priced.
The danger is that US fiscal stimulus could fan inflation and lead to higher-than-expected interest rates
But no major societal change occurs without ripples, risks or controversy as the rise of cryptocurrencies shows.
Elysse Morgan from the ABC interviews Hamish Douglass, CEO of Magellan, on the day of the company's results.
Inflation has not been a concern of late for investors. But rising prices could become an issue once again given that the US economy is at full employment levels and still growing strongly.
Reflecting on the year that was, Hamish Douglass, CEO, CIO and Lead Portfolio Manager outlines how the Global Strategy performed strongly without the need to reach for risk. Looking into 2018, he shares his views on the US tax changes and on perceived tech bubbles and valuations in that sector.
Gerald Stack, Head of Investments and Head of Infrastructure, explains how Magellan’s definition of Infrastructure served the strategy well in 2017. Looking forward, he discusses why the impending US tax changes will have limited impact on his portfolio, but reminds investors what to look out for when investing in the asset class, with a particular focus on sovereign issues.
Cafés offering personalised choice that have gone global
But the ‘Amazon effect’ has been less disruptive at an economy-wide level.
Investors who can see the benefits of holding global infrastructure assets face an early decision; choosing between listed and unlisted infrastructure assets
Pressure is mounting on the digital platforms to better police inappropriate content.
A leaner consumer brands giant is looking to expand under the management of a Brazilian private-equity group.
Sometimes the winners and losers from disruption aren’t obvious
Hamish Douglass talks to Livewire about his biggest influences and what he perceives as the most impactful trends driving his investment strategy today. Livewire commented, “You really get the sense that he's a man on a mission, who despite his success still has a genuine passion for his craft.”
Having managed the Magellan Global Fund through a decade of volatility, join Hamish Douglass CEO, CIO and Lead Portfolio Manager, as he looks at the next 10 years and gives his opinion on where the best investment opportunities might lie.
Live from The Westin, Sydney - September 2017
The infrastructure team discusses current portfolio positioning and what affect tech disruptions could have on toll roads and if utilities.
Why the industrial internet will reverse globalisation
The question is how quickly they become mainstream. There are many challenges.
Q&A with Hamish Douglass, Lead Portfolio Manager of the Magellan Global Fund, on the first 10 years of the fund.
Hamish Douglass, the Lead Portfolio Manager of Global, discusses the best and worst investments of the past decade and why you can’t judge country exposure on where stocks are listed.
Hamish Douglass, Lead Portfolio Manager for Global, on why technological advancements might disrupt the two premises on which passive investing is based.
The worth of the internet will be at stake if systems can’t be protected to the point the public lose confidence.
Hamish Douglass, the CEO, CIO and Lead Portfolio Manager (Global), discusses why rising tech stocks are still well priced, the strategy driving Amazon's purchase of Whole Foods and what it means for other retailers.
Portfolio Manager Gerald Stack discusses the role that sovereign risk plays when selecting infrastructure stocks and US President Donald Trump's proposed plans for infrastructure.
Regulated utilities are known for their ability to generate moderate but predictable returns regardless of market conditions.
The world’s core social platform keeps getting bigger on key measurements such as user numbers and time on site.
The company is more than a seller of devices such as the iPhone. It’s about the services you access through them.
Its core asset is Google. There’s more to the company than that including self-driving cars and secretive ‘moonshot’ programs.
The world’s airports cater for more than three billion passengers each year. The listed market offers investors a way to benefit from this service.
A demand for mobile data usage expands so too will the investment value of this new essential infrastructure.
The move towards a cashless world is helping a company with 3.1 billion cardholders.
Microsoft is a household name. But it’s the company’s dominance of the business world that matters.
Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.
The link between interest rates and infrastructure stocks in the long run is much looser than many people think.
These threats could disrupt markets and portfolios not focussed on preserving wealth.
10 years on from Magellan's inception, Hamish Douglass CEO, CIO and Lead Portfolio Manager, will offer his insights into what he believes will shape investing in the coming decade and thereafter.
The forces behind the growth in air travel are what make airport operators worthwhile investments.
The company’s brainwave was to invest a way to buy over the internet without handing over credit-card details with every purchase.
To be a successful long-term investor, you need to overcome the biases that lead to poor decisions.
Here are 11 things to remember when trying to generate competitive returns while protecting capital.
Make sense of the global investment landscape with timely updates, articles and videos from our investment experts.
