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15 August 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.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
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.
The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?