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Magellan Asset Management

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.

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Investment strategies

9 winning investment strategies

There are many ways to invest in stocks, but some strategies are more effective than others. Here are nine tried and tested investment approaches - choosing one of these can improve your chances of reaching your financial goals.

Planning

Super, death and taxes – time to rethink your estate plans?

The $3 million super tax has many rethinking their super strategies, especially issues of wealth transfer on death. This reviews the taxes on super benefits and offers investment alternatives.

Taxation

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

Shares

The megatrend you simply cannot ignore

Markets are reassessing the impact of AI, with initial euphoria giving way to growing scepticism. This shift is evident in the performance of ASX-listed AI beneficiaries, creating potential opportunities.

Gold

Is this the real reason for gold's surge past $3,000?

Concerns over the US fiscal position seem to have overtaken geopolitics and interest rates as the biggest tailwind for gold prices. Even if a debt crisis doesn't seem likely, there could be more support on the way.

Exchange traded products

Is now the time to invest in small caps?

With further RBA rate cuts forecast this year, small caps may be key beneficiaries. There are quality small cap LICs and LITs trading at discounts to net assets, offering opportunities for astute investors.

Strategy

Welcome to the grey war

Forget speculation about a future US-China conflict - it's already happening. Through cyberwarfare and propaganda, China is waging a grey war designed to weaken democracies without firing a single shot.

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