magellan

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

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.