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31 December 2025
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Instead of responding impulsively to short-term market risks, investors should take a step back and explore opportunities to strengthen overall portfolio diversification and shore up the resilience of investment cash flows.
Transportation is undergoing a transformation unlike anything we’ve seen in the past century. Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move.
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.
Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".
The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.
Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.
I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.
In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.
It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.