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This is a good week to be thinking about risk. A string of natural disasters in the Americas and a potential man-made catastrophe in Asia coincide with the...

Being a value investor means looking for sustainable cashflow at a reasonable price, explains Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners. But...

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent...

Local market jumped on global relief rally on less than expected hurricane damage and no missile test by NK. Local market had already priced in part of this relief...

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...

Apple will soon usher in the 10th anniversary of its hallmark product – the iPhone. The device has revolutionised the way we communicate since its introduction in...

Local market delivered the first solid positive day in over a week on the optimism that US Hurricane damage was better than expected. Growth worries drove commodities...

In today’s world, consumers can purchase seasonal products all year round thanks to efficient global logistics networks. There is always a part of the world in the...

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics...

Howard Marks expressed concerns over a range of different assets and indicators in his last memo, which caused quite a media uproar. So he’s expanded and clarified...