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Magellan Asset Management Limited

Magellan Asset Management Limited (‘Magellan’) is a Sydney based investment-management firm that oversees A$47.7 billion* in global equity and listed infrastructure assets. The company is a wholly owned subsidiary of Magellan Financial Group Limited (ASX code: MFG), which is listed on the Australian Securities Exchange. Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. Magellan has eight* offices in Australia, New Zealand and the US and employs 104* talented people globally including 37* highly regarded and experienced investment professionals. We aim to be transparent in our dealings so that investors can be assured of our integrity as we establish Magellan as a world-class fund manager. *As at 31 March 2017.

The risks of going cashless

Magellan Asset Management Limited

Beggars in China with QR codes hanging around their necks and others pleading with matrix-barcoded tins caused a stir when they appeared on Chinese city streets in the past year or two. Fellow Chinese shouldn’t have been surprised. These beggars are only keeping up with one of the most-rapid trends... Show More

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What’s the secret to Starbucks’ success?

Magellan Asset Management Limited

Feel like a coffee? At a Starbucks café in the US you could try the Eggnog Latte or the Gingerbread Latte or one of the Frappuccino® cold coffees. If you want a hot chocolate, the choices include the new Toffee Almond milk or the Snickerdoodle. Prefer a tea? Perhaps you... Show More

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‘Retail apocalypse’ more muted than many people might think

Magellan Asset Management Limited

Type relentless.com into a browser and where will you end up? At amazon.com. When Jeff Bezos established Amazon as an online bookseller in 1995 he toyed with calling his venture to dominate retail ‘Relentless’. Show More

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Digital platforms confront fake news

Magellan Asset Management Limited

In 1995 – three years before Google was founded, nine years ahead of Facebook, a decade before YouTube and 11 years earlier than Twitter – a US court judged that internet-based Prodigy Services was akin to a publisher because the web-services company vetted and deleted inappropriate material from online message... Show More

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US stocks are at record highs thanks to rising tech. Yet most of the tech giants are still attractively priced.

Magellan Asset Management Limited

The Dow Jones Industrial Average, the broader S&P 500 Index and the tech-heavy Nasdaq Composite Index have set record highs in 2017. A common theory as to why US share indices have risen is the increase in value of the so-called FAAMG stocks – Facebook, Amazon, Apple, Microsoft and Google... Show More

The surprising future of manufacturing

Magellan Asset Management Limited

Perhaps the defining trait of globalisation is how companies stretched their assembly lines around the world so that goods were made across many countries a long way from where they were sold. Innovations such as barcoding, the pallet, the shipping container (especially) and industrial forklifts that reduced transport costs and... Show More

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Magellan Global Trust IPO Now Open

Magellan Asset Management Limited

The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities investment fund; specifically, a target cash distribution of 4% p.a. Other features include a reinvestment plan that provides a 5% discount... Show More

Driverless cars are here. The question is how quickly they become mainstream

Magellan Asset Management Limited

Milton Keynes is a UK town where many streets are reserved for pedestrians and bicycles. That made it a suitable place to test driverless cars, one of the great possibilities tied to the rise of artificial intelligence. Show More

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My best and worst investing decisions

Magellan Asset Management Limited

As the Magellan Global strategy celebrates its 10-year anniversary, Hamish Douglass sat down to discuss the high and lows of the past decade and why successful investing is about looking forward not backward. Show More

Are infrastructure stocks overvalued?

Magellan Asset Management Limited

Portfolio Manager Gerald Stack discusses the role that sovereign risk plays when selecting infrastructure stocks, US President Donald Trump’s proposed plans for infrastructure and whether the rally in infrastructure stocks is stretching valuations. Show More

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Rising tech stocks have more to offer

Magellan Asset Management Limited

Hamish Douglass, CEO, CIO and Lead Portfolio Manager (Global), discusses why rising tech stocks are still well priced, the strategy driving Amazon’s purchase of Whole Foods and what this means for other retailers. Show More

Cybercrime is a growing menace. The worth of the internet is at stake

Magellan Asset Management Limited

In mid-April, the ‘Shadow Hackers’ online group made public some malicious software known as ‘EternalBlue’ that had been stolen from the US government’s National Security Agency, which develops hacking tools to gather intelligence. Show More

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Why infrastructure stocks can withstand higher interest rate

Magellan Asset Management Limited

The shock election of Donald Trump as US president sparked excitement that his pro-growth policies would reinvigorate the US economy. Talk these policies would be accompanied by faster inflation boosted US long-term interest rates by about 50 basis points over November. While Trump inspired a 14% rally in US equity... Show More

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Will rising interest rates hamper infrastructure stocks?

Magellan Asset Management Limited

Portfolio Manager Gerald Stack discusses whether or not rising interest rates will hamper infrastructure stocks, why he insulates the portfolio from changes in the oil price and why he has reduced his cash holding, of late. Show More

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Five risks to this long bull market

Magellan Asset Management Limited

Hamish Douglass, the CEO, CIO and Lead Portfolio Manager (Global), discusses why capital preservation is important, gives his five biggest risks for global markets and explains why he is cautiously optimistic about President Donald Trump’s pro-growth. Show More

The Technological Arms Race

Magellan Asset Management Limited

I am often reminded of the sage advice from Sir John Templeton: “The four most dangerous words in investing are ‘this time it’s different’.” As investors, I think we need to question whether we are entering a new technological and machine age over the next 10-25 years that could disrupt... Show More

3 macro issues that matter right now

Magellan Asset Management Limited

Hamish Douglass, CEO of Magellan Financial Group, says monetary policy and the actions of central banks are “the number one macro issue in the world.” Fixed income markets are "massively distorted," which distorts all other asset markets. An unwinding of monetary policy could have a serious impact on asset prices.... Show More

Restructure brings new flavour to Yum! Brands

Magellan Asset Management Limited

Yum! Brands (‘YUM’) develops, operates, franchises and licenses a worldwide system of nearly 43,000 restaurants under the brands of KFC, Pizza Hut and Taco Bell – each respectively a global leader in chicken, pizza and Mexican-style food categories. Units are operated by either the company or independent franchisees or licensees... Show More

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Recapitalisation of the Italian banking system

Magellan Asset Management Limited

Estimates state that the Italian banking system is holding around €360 billion of non-performing loans and if banks were required to write down these loans to current market values the Italian banking system could be required to raise up to €40 billion of new capital. The issue is that the... Show More

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UK referendum does not change our stance

Magellan Asset Management Limited

Hamish Douglass is sending a message to investors to remain calm following the events of last Friday. “We don’t think really changes the systemic risk out there. We’re very unlikely to see a banking crisis. We’re very unlikely to see a re-run of 2008.” Initially, it seems that the vote... Show More

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