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30 December 2025

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Asxmfg

1-12 out of 12 results.

Does Barrenjoey hold the key to Magellan's fortunes?

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

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

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?

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?

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

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

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?

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

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

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

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

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 it’s time to ditch the retirement journey

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".

Australia's retirement system works brilliantly for some - but not all

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. 

Australian stocks will crush housing over the next decade, 2025 edition

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.

The 3 biggest residential property myths

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.

AFIC on the speculative ASX boom, opportunities, and LIC discounts

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.

Where to hide in the ‘everything bubble’

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.

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