Magellan Asset Management

In Bulgaria, the country’s mobile or wireless phone operator Mobitel exhibited fifth generation or 5G technology during a virtual reality demonstration. Russian telecom Megafon and Qualcomm tested 5G in Moscow while Vodafone hosted Ireland’s first live 5G test. In the US, Verizon now offers 5G internet for homes in a... Show More

Investment Theme
Magellan Asset Management

The contact team sport kabaddi that started in India, sepak takraw or kick volleyball that originates from Southeast Asia, dragon boat racing, taekwondo, five variations of karate and jet skiing were among the sports that featured in the 18th Asian Games held in Jakarta and Palembang in 2018. So too... Show More

Equities
Magellan Asset Management

Satya Nadella, 51, who joined Microsoft in 1992, was made the company’s third CEO in 2014, as co-founder and first CEO Bill Gates resigned as chairman. At the time, the software giant was criticised for missing out on the mobile revolution, and Microsoft’s share price had idled for more than... Show More

Magellan Asset Management

Think of a business that is going to return US$25 billion back to shareholders over three years, is able to grow total shareholder returns in the mid-teens and trades on a P/E of just 24 times. That’s the business we talked about at the Future Generation Investment Forum in the... Show More

Magellan Asset Management

You read a lot in the newspaper, but there’s nothing like getting views from someone who’s been at the coalface. One of those people is Michael Morell. As former Deputy Director of the CIA, Michael has been connected to some of the biggest issues in the world, including one of... Show More

Magellan Asset Management

We are at an inflection point when it comes to the outlook for US monetary policy because three macroeconomic realities are colliding that could lead to a sudden tightening by the Federal Reserve over the next 12 to 18 months. The risks for investors are skewed to the downside. Show More

Magellan Asset Management

In 1979, Greenland was granted autonomy within the Danish Realm and three years later the island’s parliament held a vote on EU membership. The main issue was control of Greenland’s fishing rights. By 53% to 47%, Greenlanders opted to leave. It took three years to formulate the island’s departure and... Show More

Magellan Asset Management

Australian entrepreneur Dick Smith teared up when he heralded the closure of his 19-year-old locally sourced all-profits-to-charity Dick Smith Foods because the German discount chain Aldi, which only entered Australia in 2001, has “destroyed us”. Smith said, when announcing the closure in July, that he had written to Coles, Metcash... Show More

Magellan Asset Management

Risks are elevated and investors are nervous, so we sat down with Hamish Douglass, CEO and CIO, to revisit his previous warning of a significant market correction. We get his thoughts on how he views the various scenarios playing out and what the likely impact could be on markets. You... Show More

Magellan Asset Management

The digital platforms Facebook and Google are transforming advertising because they have surmounted that perennial marketing problem whereby much of the money spent on marketing failed to reach likely prospects. The numbers surrounding Facebook’s advertising reach are huge. The platform has 2.4 billion users, about two-thirds of who log in... Show More

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