21 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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1-12 out of 12 results.

Does Barrenjoey hold the key to Magellan's fortunes?

Andrew Brown
15 November 2023
4

Magellan Financial Group has had a tough time of it, with its faltering funds management business getting all the attention. Less mentioned is the significant value in the company's other assets, such as Barrenjoey.

A contrarian bet on Magellan Financial Group

Andrew Brown
11 January 2023
11

Despite recent woes, Magellan offers deep value at current prices. Almost half of its equity value is investments, including cash, and there's significant potential upside from its investments in Barrenjoey and Finclear.

Retail investors aren't buying the dip

Gemma Dale
4 January 2023
1

Australian retail investors appear pessimistic about the market outlook with cash allocations at record highs. Those buying prefer materials and energy stocks, while fallen angels such as Magellan are out of favour.

Fund managers versus funds: fraternal or identical twins?

Graham Hand
16 March 2022
9

Investors can invest in the funds of our leading fund managers, or they can invest in the business itself. The success of the fund manager is 'twinned' to the performance of the fund, but what type of twins are they?

Stocks near their 52-week lows: is it time to reconsider?

Gemma Dale
16 February 2022
1

Some of nabtrade’s most popular stocks are trading substantially off their highs, and investors should consider whether the stories that drove their popularity in the early stages of Covid are still intact.

Hamish Douglass on big tech and life after COVID

Lex Hall
2 December 2020
1

On the sidelines of the Morningstar Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain and lose. He says we were lucky the pandemic hit when it did (videos and transcripts).

Why tech companies trade at a premium

Graham Hand
4 November 2020
1

When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.

Magellan versus Platinum: which offers a less bumpy ride?

Adam Fleck
22 April 2020
2

Magellan has attracted massive inflows in the last five years, while Platinum has struggled. The disparity in both track records can be explained by their varying investment approaches.

Headwinds and tailwinds, a decade in review

Hugh Dive
8 January 2020
1

Looking back over the last decade shows the factors which have driven success for some companies and failure for others, driven by falling interest rates, a lower Aussie dollar and technology changes.

Why August company reporting season was poor

Ashley Owen
5 September 2019
1

Profits results in August 2019 were overall poor, and other factors are in play that influence share prices. It is difficult to jump aboard a profit announcement and make money in the short term.

It’s the large stocks driving fund misery

Rudi Filapek-Vandyck
17 July 2019
1

There’s a lot of talk of the WAAAX stocks causing fund underperformance, but they’re simply not big enough compared with choosing the wrong winners and losers among the large cap stocks.

10 reasons many fund managers are now blank spaces

Graham Hand
10 July 2019
38

Where once the name plates of exciting new fund managers proudly displayed, now there are blank spaces. What is happening in the industry that so many talented people are closing the doors?

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Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

James Gruber
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The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

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Finding the best income-yielding assets

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What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.

Andrew Mitchell, Steven Ng
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Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

James Gruber
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3 April 2025

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