magellan

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.

Fund in Focus: Magellan Infrastructure Fund

With rate cuts looming and markets at highs, Magellan’s Ofer Karliner makes the case for infrastructure as income’s quiet achiever.

What we learned from the 2025 Magellan Roadshow and the global stocks they're keen on.

Look past the headline loss and focus on the underlying improvements, and there's plenty to like about TCL's results, says Ofer Karliner.

Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.

In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.

Plus, why investors should focus on getting rich slowly.

According to these two experts, investors should hold their fire.

Get a backstage pass into the minds of our Future Generation pro bono fund managers – and work out how they make the stock choices they do.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over high quality global names and each bring one of their own.

Sandon Capital has today released a public presentation outlining how we believe Magellan Financial Group Ltd can regain trust and restore value. You can read a copy...

Magellan has announced that Hamish Douglass will take a medical leave of absence. With the recent departure of the CEO, relative underperformance and losing their...

At a recent webinar, the Magellan CIO revealed: his childhood bedroom walls were adorned with compounding tables; he’s a big fan of Squid Game; and he thinks the...

In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s...

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

Just over a year ago, Magellan’s Vihari Ross tipped Chinese tech giant Alibaba as her stock pick for 2020 in Livewire’s annual outlook series. This year, she labelled...

Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...