global economic growth

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

Emerging markets investing has always been risky, yet not investing in them is risky too. The Omicron outbreak, inflation and monetary tightening are shaking emerging...

Hamish Douglass, Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about...

In what follows I will swiftly cross Continents to consider the futures of four enigmatic economies. The fortunes of two of these concern me greatly but, that of the...

Bond markets look like they are pricing disaster, while equity markets are pricing an extended boom. But maybe there is a more nuanced message in there, the same one...

Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...