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21 November 2024
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Despite varying economic cycles, equity markets have achieved impressive gains. This paper provides valuable insights into the drivers of these gains and how they are positioning the portfolios to take advantage of emerging growth patterns and industry trends.
While we have a high conviction in the structural growth tailwinds of AI, as investors, understanding the risks and opportunities associated with this new technology is vitally important.
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.
Mastercard's global penetration of nearly 100 million merchants and 3.1 billion cards creates a seamless and ubiquitous payments experience that is ‘priceless’ to network participants, making it extremely valuable to shareholders.
In times of accelerating inflation and turbulent share markets, investors might find that holding global listed infrastructure securities is one way to help protect a portfolio against inflation.
Hamish Douglass, Chairman and CIO at Magellan, explains the intricacies around the vaccines for the virus behind COVID-19, warns a mutant variant could appear and tells why that’s just one risk that could catch out investors in 2021.
Hamish discusses Magellan's unusual origin story, China, and how to build a cohesive world-stock portfolio. Check this podcast from Morningstar in the US.
Technological leaps in medicine are accelerating as researchers find better ways to treat more diseases, in more ways, for more people but ethical and economic challenges could limit the benefits ‘medtech’ brings to healthcare.
An Australian student in January 2018 used the data trails of people exercising in remote areas to deduce the location of ‘clearly identifiable and mappable’ secret US airstrips, bases and outposts in Afghanistan and Syria.
The big technology companies and the largest car companies are investing billions of dollars into driverless car technology, in the hope of profiting from a leap in transportation as significant as the bound from horses to cars a century ago.
For a growing number of people, relying on a smart device to help guide us through our daily routine is becoming the norm. Whether it’s a smartphone, a tablet or an autonomous vehicle, being connected is essential for the functioning of modern society.
“Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us.
Apple is one of the largest companies in the world, enjoying strong brand recognition globally and extensive market penetration for its flagship products, most notably the iPhone.
Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.