Magellan's Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets. They talk about the risk of recession, high interest rates and where they are finding quality stocks through all the noise. Arvid and Nikki talk us through the portfolio's current positioning and how they have set it up for the current environment and beyond.

"If you look at all the leading indicators that we've been following and most people have been following, the risk of a recession remains heightened"  
Nikki Thomas, Portfolio Manager

Investor Letter and Fund Updates

Our annual investor letters and fund updates provides commentary on the macro environment and global markets over the previous year, and discusses the portfolio's performance and positioning over the period.

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