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.
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.
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.
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.
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.
Investors who can see the benefits of holding global infrastructure assets face an early decision; choosing between listed and unlisted infrastructure assets
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.
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.
The case for investing in global equities rests largely on the premise that companies based outside Australia are likely to benefit the most from upcoming trends.
Hamish Douglass, Lead Portfolio Manager for Global, on why technological advancements might disrupt the two premises on which passive investing is based.
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 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.
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.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
Important Legal Information: By clicking "I agree," the user agrees that I have read the terms detailed below and confirm that I am an "Institutional Investor" and that I wish to proceed.
Information contained in the Institutional section of this website is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.
The information is intended for institutional investors and consultants to institutional investors, and is published for informational purposes only. The information is directed at non-retail clients falling within one or more of the following categories:
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6) Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing.
Persons who do not fall into one of the above categories should not review the information contained in the site.
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
Important Legal Information: By clicking "I agree," the user agrees that I have read the terms detailed below and confirm that I am an "Institutional Investor" and that I wish to proceed.
Information contained in the Institutional section of this website is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.
The information is exclusively intended for, and directed at institutional investors, accredited investors and expert investors as defined under the Securities and Futures Act (Singapore) (“SFA”) For more information, refer to the SFA or consult your legal adviser.
Nothing on this website constitutes investment, legal, business, tax or any other type of advice. The information on this website does not take into account the particular financial and investment objectives, circumstances and needs of any person. Information on the website is not intended for investors in any jurisdiction in which distribution or purchase is not authorized.
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
You are solely responsible for evaluating the risks and merits regarding the use of the website and any services provided within. Nothing contained in that website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments.
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