magellan

Latest news and analysis on magellan

Listed Series

While SaaS stocks were falling out of bed, these overlooked growth stories kept compounding

While tech swung wildly, infrastructure kept delivering. Magellan’s Ben McVicar reveals the global assets set to compound for decades.
Chris Conway
Livewire Markets
Funds

$3 trillion in revenue, 17% growth, and a dose of bubble risk

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.
+3
Stephanie Gardner
Livewire Markets
Funds

Nikki Thomas - the power of focus: running a 20-stock global portfolio

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

Defensive income with inflation-linked growth

Fund in Focus: Magellan Infrastructure Fund
Tom Richardson
Livewire Markets
Income

“We’re built for resilience”: How Magellan is navigating income in uncertain times

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

“The market is inefficient and that is our opportunity”: Magellan’s 3 quality stock picks for these turbulent times

What we learned from the 2025 Magellan Roadshow and the global stocks they're keen on.
+5
Tom Stelzer
Livewire Markets
Equities

Cost discipline and new opportunities the highlights from Transurban's results

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

Magellan’s Nikki Thomas: Could markets see a return of the ‘Fed Put’?

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

Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks

In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.
+4
Buy Hold Sell
Livewire Markets
Views from the Top

The asset class that outperforms when the economy doesn't

Plus, why investors should focus on getting rich slowly.
TCL
Ally Selby
Livewire Markets
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