Rising tech stocks have more to offer
Add us as a preferred Google source
Hamish Douglass, CEO, CIO and Lead Portfolio Manager (Global), discusses why rising tech stocks are still well priced, the strategy driving Amazon’s purchase of Whole Foods and what this means for other retailers.
Key Points
- Apple, our largest holding, shows outstanding growth prospects.
- Alphabet is proving it is more than just a search business.
- Amazons acquisition of Whole Foods could spell the beginning of a new era in consumer staples
- On the macro front, events could lead to higher long-term interest rates, a potential headwind for equities
- High cash levels in the portfolio reflect a “sit-and-wait” position
For further insights from Magellan, please visit our website
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise in global equity, global listed infrastructure, Australian equity, and systematic investing strategies.
Magellan Investment Partners
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
Magellan Investment Partners
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
Comments
Comments
Sign In or Join Free to comment