global equities

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...

Ahead of the Pinnacle 2020 Virtual Summit, we asked three global equities managers to share a chart from their presentation and explain its importance and the...

A common debate amongst investors is how many investments are required in an equity portfolio to provide adequate diversification, where the key objective of...

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...

It is no secret that healthcare expenditure in the United States is an outlier compared to other similar countries. And, similar to much of the rest of the developed...

When is Magellan’s Hamish Douglass going to spend the $11 billion his Global Equities strategy has sitting in the bank? And what’s he going to buy? The deployment of...

Here are some insights into the 2020 financial year, how the insights have guided portfolio construction, and where the market is now. Vladimir Lenin wrote that there...

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...