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Magellan Asset Management

Stock story: Mastercard

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.

Infrastructure assets well placed for an era of inflation

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.

The Year of Living Dangerously

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 Douglass on the hunt for super-compounding stocks

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.

Technology is reshaping modern medicine

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.

Beware of quantitative tightening

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.

Latest Updates

Taxation

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Property

It's okay if house prices drop

The assumption that falling house prices are electorally fatal has shaped policy for decades. Evidence from upzoning suggests affordability can improve without reducing overall housing wealth.

Investment strategies

Investment bonds for intergenerational wealth transfer

Investment bonds can be a versatile and a tax-effective option for building wealth for longer-term investment goals. They can also be used as an estate planning tool, enabling the smooth transfer of wealth to younger generations.

Investment strategies

Why switching to income may make sense in 2026

Investors are jumpy as valuations continue to rise and income investing may provide a respite. In a challenging market for income investing AML offers their top picks.

Interviews

Retiring Schroders boss on lessons he’s learned, industry changes, and the market outlook

CEO Simon Doyle is retiring after 38 years in the finance industry. In an interview with James Gruber, he shares the three main lessons he’s learned, and where he sees opportunities and risks in markets today.

Investment strategies

How US midterm elections affect the markets

Investors may overlook the US midterms amid global events, but they could still impact markets. History shows markets react during midterm years, with increased volatility and lower returns. Will this year be any different?

Investing

Does increasing geopolitical risk lead to higher equity market returns?

Increasing geopolitical tensions has investors on edge but one study shows evidence of a war premium for equity markets.

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