Magellan Minutes - Series 2
Designed to provide you with concise, relevant and digestible talking points on global markets, each video is around 10 minutes.
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Video Insights Feb 2021global-equities
Hamish Douglass: on the hunt for super-compounding stocks
Hamish Douglass, Chairman, CIO and Lead Portfolio Manager (Global) was interviewed for Morningstar’s ‘The Long View’ podcast. In this wide ranging interview, Hamish discusses Magellan’s unusual origin story, investing in China, and how to build a cohesive lower-risk global equities portfolio. (Listening time: 49 mins)
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Video Insights Feb 2021global-equities
Buy Hold Sell: 3 tech titans and 2 long-term winners
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss three mega cap stocks; Tesla, Tencent and Microsoft. And provide two stocks that they believe will rain returns for investors over the long term. (Viewing time: 10 mins)
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Video Insights Feb 2021global-equities
Expert Investor: Hamish Douglass
Magellan Chairman & CIO, Hamish Douglass talks investing with Alec & Bryce from Equity Mates. (Listening time: 55 mins)
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Video Insights Feb 2021global-equities
Executive Series: Hamish Douglass
Magellan's Executive Chairman & CIO, Hamish Douglass speaks with Tom Piotrowski about the likelihood of COVID-19 continuing to mutate, his expectation central banks will ban cryptocurrencies & his recent investment in Netflix. (Viewing time: 16 mins)
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Video Insights Feb 2021global-equities
Why these fundies are still bullish on tech platforms
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss the the Australian government's legislative attempt to make big tech pay local news publishers for content. How it may impact investors in Facebook and Google, the potential windfall for publishers, as well as whether regulation curbs companies' ability to grow and innovate. (Viewing time: 12 mins)
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Video Insights Feb 2021global-equities
Buy Hold Sell: 3 global giants and 2 due for a pullback
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global Investments discuss global giants Kellogg's, Visa and Spotify and nominate a high-flying stock that they think is over-hyped. (Viewing time: 10 mins)
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Global Equities Feb 2021global-equities
Germany seems poised to only ever do the minimum to support the euro
Quiz - 0.25 CPD hours availablePublic disgruntlement stops Berlin cementing a currency union that helps make the country an export dynamo. (Reading time: 5 min)
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Video Insights Jan 2021global-equities
Global Strategy Update
Hamish Douglass provides an update on recent performance, what the latest vaccine mutation could mean for markets, discusses Chinese stock Alibaba and outlines what he’s looking for in 2021. (Viewing time: 39 mins)
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Global Equities Jan 2021global-equities
The pivotal fight between China and the US is over the microchip
Quiz - 0.25 CPD hours availableThe campaign for dominance in semiconductors could hurt both countries. (Reading time: 5 min)
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Video Insights Jan 2021global-infrastructure
Infrastructure Strategy Update
Gerald Stack dissects recent performance and changes made to the portfolios, and looks ahead to the opportunities and risks that may present themselves in 2021. (Viewing time: 27 mins)
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Global Equities Jan 2021global-equities
Stock Story: Novartis
A Swiss giant reimagining healthcare. (Reading time: 2 min)
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Global Infrastructure Jan 2021global-infrastructure
Stock Story: Aena
The Spanish company that is the world’s biggest airport operator can expect a busier 2021. (Reading time: 2 min)
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Sustainable Dec 2020video-insights
Magellan Sustainable Fund Update
Dom Giuliano, Deputy CIO, Head of ESG & Portfolio Manager, provides an overview of the Magellan sustainable fund. (Viewing time: 16 mins)
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Global Equities Dec 2020global-equities
Japan has trailblazed on economic stimulus, to not much avail
Will Japan under Suga try the reflationary option Abe didn’t? (Reading time: 5 min)
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Video Insights Dec 2020global-infrastructure
The road ahead for global listed infrastructure after a difficult Covid landing
The Magellan GLOBAL Listed Infrastructure team lead by Gerald Stack, Magellan's Head of Investments & Infrastructure share their insights on the current state of the global listed infrastructure sector, including the recent performance, outlook, and future opportunities for investors as we move into 2021. (Viewing time: 60 mins)
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Video Insights Nov 2020global-equities
A deep dive into the Tech sector?
Magellan's investment team take a deep dive into the tech sector and provide insights on Facebook, Tencent, Alibaba and Ant Financial IPO. (Viewing time: 47 mins)
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Video Insights Nov 2020global-equities
Hamish Douglass provides his thoughts on the US Election
Hamish Douglass speaks to James Marlay from Livewire. During the live webinar, Hamish provides his initial thoughts on the unfolding US election and how the outcome relates to investors. He also answers questions from attendees about stocks, macroeconomics and global investment trends. (Viewing time: 62 mins)
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Global Equities Nov 2020global-equities
Brexit talks are about how abrupt the UK's final break will be
Quiz - 0.25 CPD hours availableNo option removes the existential threats to the UK stirred by its EU departure. (Reading time: 6 min)
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Video Insights Nov 2020global-equities
The US election and your portfolio
Hamish Douglass chats to Morningstar's Tim Murphy about the market environment including: optimism for a covid-19 vaccine, low interest rates and the success of technology stocks during the pandemic. The pair discuss the US election and how the outcome may affect global markets. (Viewing time: 44 mins)
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Video Insights Oct 2020global-equities
Magellan Live Webinar - What Really Matters?
Quiz - 1.0 CPD hours availableHamish Douglass gives his thoughts on the US election, explains a critical assumption driving share markets higher and tells why Chinese tech giants will survive any decoupling with the US. (Viewing time: 60 mins)
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Video Insights Oct 2020global-infrastructure
Infrastructure Update
Quiz - 0.25 CPD hours availableGerald Stack provides a quarterly update on Infrastructure and changes to the portfolio. (Viewing time: 17 mins)
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Global Equities Oct 2020global-equities
Super low interest rates come with side effects
Quiz - 0.25 CPD hours availableUltra-loose monetary policy could even be counterproductive for economies. (Reading time: 5 min)
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Video Insights Oct 2020global-equities
Dettol to Data: the investment opportunities thrown up by covid-19
As part of the AFA Vision 2020 Conference Magellan's Head of Franchises Rosie Malcolm and Co-Head of Technology Ryan Joyce recently discuss which consumer and tech companies are the best placed to capitalise over the long term on these shifts.
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Global Equities Oct 2020global-equities
Stock Story: Alphabet
It’s one of the stocks that pop up if you google ‘world’s most valuable companies’. (Reading time: 2 min)
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Global Infrastructure Oct 2020global-infrastructure
Stock Story: Spark Infrastructure
Powering southern and southeastern Australia with an eye on renewables. (Reading time: 2 min)
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Global Equities Sep 2020global-equities
The US senate result could reverberate for decades if under Democrat control the filibuster goes
Any quest to alter the constitutional order would be more proof of how primary contests are destabilising US politics. (Reading time: 6 min)
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Global Equities Aug 2020global-equities
China and the US are headed towards a 'decoupling'
Quiz - 0.25 CPD hours availableBut any rupture is likely to fall short of the separation the word implies. (Reading time: 8 min)
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Video Insights Aug 2020global-equities
Hamish Douglass chats to Commsec's Tom Piotrowski
Hamish Douglass, Chairman and CIO, talks about how he is managing his global portfolio in a world facing four big risks; namely, the pandemic, the US election, China-US tensions and promiscuous monetary policy. (Viewing time: 25 mins)
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Global Equities Jul 2020global-equities
A coming political fight due to the pandemic? Intergenerational equity
Quiz - 0.25 CPD hours availableThe young will want to be compensated for protecting the elderly from covid-19. But their quest will come with risks. (Reading time: 7 min)
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Global Infrastructure Jul 2020global-infrastructure
Stock Story: Red Electrica
An electricity utility poised to seize opportunities as Spain turns to renewables. (Reading time: 3 min)
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Video Insights Jul 2020global-equities
InReview: Perspectives on the future of the global economy (video)
Quiz - 0.75 CPD hours availableHamish Douglass, Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about the covid-19 health and economic crisis.
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Video Insights Jul 2020global-equities
Magellan High Conviction Strategy - Live Webinar
Quiz - 0.75 CPD hours availableThe webinar looks at the justification for creating a portfolio of only a few holdings and explains what attributes high-quality companies have that mean they are likely to outperform in most economic circumstances. (Viewing time: 39 min)
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Global Equities Jul 2020global-equities
InReview: Knowing what you don't know
Quiz - 0.5 CPD hours availableHamish Douglass, Chairman and Chief Investment Officer, reflects on the last six months and explains why a framework of analysing 'known unknowns', when applied to the coronavirus pandemic, should lead investors to be cautious.
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Global Infrastructure Jul 2020
InReview: Covid-19 and global listed infrastructure
Quiz - 0.25 CPD hours availableGerald Stack, Head of Infrastructure, How the covid-19 crisis has changed the investment case for investing in infrastructure and utilities.
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Video Insights Jul 2020global-infrastructure
InReview: Infrastructure Update (video)
Quiz - 0.25 CPD hours availableThe covid-19 crisis has changed the investment case for investing in infrastructure and utilities, because different sectors have been impacted in different ways
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Video Insights Jul 2020global-equities
InReview: Global Update - Knowing What You Don't Know (video)
Quiz - 0.75 CPD hours availableA framework of analysing known unknowns when applied to the coronavirus pandemic should make investors cautious.
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Global Equities Jul 2020
InReview: The world's 'consumer of last resort'
Quiz - 0.25 CPD hours availableChina, rather than the US, could soon be the world's 'consumer of last resort'. To earn that status, China must avoid a 'trap' among other challenges.
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Global Equities Jun 2020global-equities
The populations of key countries are shrinking
This new, yet largely ignored, trend comes with underrated economic and social costs. (Reading time: 6 min)
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Global Equities Jun 2020global-equities
Apps, backed by 'dark kitchens', are changing food delivery
Even though the platform attack is hobbled by poor economics, restaurants are under threat – especially during a pandemic. (Reading time: 4 min)
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Video Insights May 2020
Magellan Minutes
Quiz - 1.5 CPD hours availableThis series is designed to provide you with concise, relevant and digestible talking points on global markets, each in around 10 minutes.
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Global Equities May 2020global-equities
The psychological effects of the pandemic are likely already huge
These social, political and economic changes can be grouped into four categories; new, accelerated, busted and possible trends. (Reading time: 8 min)
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Global Equities Apr 2020global-equities
The coronavirus is tearing at the fragilities of Italy and the eurozone
Solutions to appease the crisis face political hurdles. A default or euro exit are possible. (Reading time: 8 min)
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Global Equities Apr 2020global-equities
Stock Story: Alibaba
An out-there e-commerce company has become critical to China’s digital transformation. (Reading time: 4 min)
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Global Equities Apr 2020global-equities
IN CONVERSATION
Q&A with former Federal Reserve governor. An expert’s assessment of how policymakers have reacted so far.
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Global Equities Apr 2020global-equities
Covid-19 is posing ethical challenges for policymakers
The dilemma can be framed as lives versus livelihoods; at its most pointed, lives versus lives.
(Reading time: 7 min) -
Global Infrastructure Apr 2020
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Global Equities Apr 2020global-equities
The output gap, policy responses and consumers hold the key to the outlook
A deep recession can’t be ruled out.
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Global Equities Apr 2020
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Global Infrastructure Mar 2020global-infrastructure
Global Core Infrastructure Strategy Update – 19 March 2020
Gerald Stack provides an update on how he is protecting the capital of investors in Magellan's Global Core Infrastructure strategy from the impacts of covid-19.
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Global Equities Mar 2020global-equities
Global Portfolio Update – 18 March 2020
Hamish Douglass provides an update on how he is protecting the capital of investors in MFG Asset Management’s Global portfolio from the impacts of covid-19.
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Global Infrastructure Mar 2020global-infrastructure
Global Select Infrastructure Strategy Update – 19 March 2020
Gerald Stack provides an update on how he is protecting the capital of investors in MFG Asset Managements's Global Select Infrastructure strategy from the impacts of covid-19.
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Global Equities Mar 2020video-insights
MFG Asset Management's Investor Evening Series 2020 - Top 10 Questions
From coronavirus and climate change, to cyber security issues and the upcoming US election, Hamish Douglass and Michael Morell tackle the top 10 most commonly asked questions from attendees at our annual MFG Asset Management Investor Roadshow. (Viewing time: 21 min)
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Global Equities Feb 2020global-equities
Quantum computing would be a world-changing technological leap
But a breakthrough in sub-atomic computing might be a while off. (Reading time: 5 min)
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Video Insights Jan 2020global-equities
Global market outlook
Magellan’s Chairman and CIO, Hamish Douglass, shares his thoughts on the outlook for Global markets in 2020, before taking stock of Magellan’s progress and considering what might be ahead for the business in the coming decade. (Viewing time: 20 min)
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Video Insights Jan 2020global-infrastructure
Infrastructure quarterly update
Gerald Stack, Head of Infrastructure reflects on the fund’s success in 2019, where infrastructure sits in the hunt for yield, and where he sees opportunities in the year ahead. (Viewing time: 17 min)
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Global Equities Jan 2020global-equities
Technology is reshaping modern medicine
But ethical and economic challenges could limit the benefits medtech brings to healthcare.
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Global Equities Jan 2020global-equities
Stock story: SAP
A German software pioneer focused on businesses that is expanding into cloud computing.
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Global Infrastructure Jan 2020global-infrastructure
Stock story: American Water
The decrepit and splintered US water system is an opportunity for the country’s largest listed water utility.
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Global Equities Dec 2019global-equities
The gig economy faces a crackdown
Policymakers are cooling to a business model that lowers wages and skirts regulations.
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Global Equities Nov 2019global-equities
US policymakers learnt in 1937 that cutting stimulus can lead to a recession
But prolonging a recovery with stimulus could lead to a worse slump later.
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Sustainable Oct 2019video-insights
Global Sustainable and Global ESG Strategies, meet the manager - Dom Giuliano
Dom Giuliano, Portfolio Manager, outlines Magellan’s investment approach and philosophy to sustainable and ESG investing. (Viewing time: 10 min)
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Video Insights Oct 2019global-equities
Global quarterly update
Hamish Douglass gives his rationale for investing in China’s Alibaba, discusses the political risk of investing in China and assesses the US presidential race. (Viewing time: 21 min)
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Video Insights Oct 2019global-infrastructure
Infrastructure quarterly update
Gerald Stack explains why the portfolio holds more utilities, especially in the US, his reasons for pulling out of UK investments and what the rise of renewable energy means for the investment option. (Viewing time: 10 min)
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Global Equities Oct 2019global-equities
The 'streaming wars' could penalise viewers
The coming blow is the loss of one platform that offers just about everything subscribers want.
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Global Infrastructure Oct 2019global-infrastructure
Stock story: WEC Energy
A US electricity and gas utility with a record of ‘delivering’ outperformance.
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Global Equities Oct 2019global-equities
Stock story: LVMH
A France-based company with iconic luxury brands sought by the Chinese.
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Global Equities Sep 2019global-equities
Central banks risk seeing their feted 'independence' watered down
Their autonomy will prove superfluous in a low-inflation, stagnant world.
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Global Equities Aug 2019global-equities
A privately issued digital currency could one day deserve 'reserve' status
Such are the prospects for mainstream acceptance for something like Facebook’s Libra. But the hurdles are daunting too.
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Video Insights Jul 2019global-equities
Learn more about Magellan's Global Equity strategy
Hamish Douglass, the Portfolio Manager of the Global Equities Strategy, talks about the aims, process and risk controls behind the successful investment approach.
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Video Insights Jul 2019global-equities
Why Magellan is lowering its long-term forecasts for interest rates
And why that matters for stock selection – in particular, the mix between defensive and growth stocks. (Viewing time: 12 min)
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Video Insights Jul 2019global-infrastructure
Infrastructure's strong returns so far in 2019 explained
And why, even after recent rises, infrastructure valuations are still reasonable. (Viewing time: 10 min)
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Global Equities Jul 2019global-equities
Stock story: Mastercard
Its business model benefits from a more cashless world while being hard to disrupt.
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Global Infrastructure Jul 2019global-infrastructure
Stock story: Evergy
A US electricity utility formed from a merger to save customers money.
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Video Insights Jun 2019global-equities
In Conversation
Hamish Douglass talks with the AFR’s Tony Boyd about the trade war, Brexit, market volatility and how to identify what's relevant and what's noise. (Viewing time: 26 min)
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Global Equities Jun 2019global-equities
Journalism's 'fourth estate' role is crumbling in the internet age
The telling blow is the damage wrought on local newspapers.
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Global Equities May 2019global-equities
AI is running far ahead of attempts to resolve its ethical issues
The response in time is likely to be more regulation.
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Video Insights Apr 2019global-equities
What does the Fed changing to a neutral stance mean?
Hamish Douglass, CIO and Lead Portfolio Manager, talks about why the risk that the Federal Reserve will boost US interest rates is abating and discusses the forces that have turned consumer staples into riskier plays.
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Video Insights Apr 2019global-infrastructure
How climate change is a challenge for utilities
Ofer Karliner, Portfolio Manager in the Infrastructure team, discusses what the higher interest rates mean for infrastructure stocks, how climate change is a risk for utilities and the place of dividends in portfolio returns.
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Global Infrastructure Jan 2020
Ever thought of investing in essential services?
Supporting you every minute of every day
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Global Infrastructure Apr 2019global-infrastructure
Investing in airports
Today, airports around the world collectively cater for more than four billion passengers annually, with growth driven by the expansion of the middle class combined with the declining cost of air travel. For most investors, the listed market is the only way to gain access to the airport infrastructure that has underpinned this growth.
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Global Infrastructure Apr 2019global-infrastructure
Investing in communication towers
"In today's modern world, people are either asleep or connected." - Janice Reinold, Rosetta Marketing
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Global Infrastructure Apr 2019global-infrastructure
An introduction to utilities
Regulated utilities are known for their ability to generate predictable returns regardless of market conditions.
For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.
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Global Infrastructure Apr 2019global-infrastructure
Eight benefits of listed over unlisted infrastructure
Investors who can see the benefits of holding global infrastructure assets face an early decision; choosing between listed and unlisted infrastructure assets.
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Global Infrastructure Apr 2019global-infrastructure
What is a toll road worth?
We often observe generalist market commentators suggesting that the share prices for toll roads and infrastructure stocks are stretched. Analysis of these conclusions suggest that they are underpinned by crude valuation measures that fail to account for the unique characteristics of these assets. In this note, we talk about our approach to valuing toll roads and how it differs from approaches that are often applied to valuing equities.
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Global Equities Apr 2019global-equities
Stock story: Yum! Brands
The force behind the KFC, Pizza Hut and Taco Bell fast-food juggernauts.
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Global Infrastructure Apr 2019global-infrastructure
Stock story: Atlas Arteria
An ASX-listed toll road company with foreign assets.
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Global Equities Mar 2019global-equities
5G mobile promises to connect and speed up everything
But security and political concerns could delay, distort and add costs to its deployment.
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Global Equities Feb 2019global-equities
Cloud computing is an unheralded tech success
Favourable economics and greater security foster the sharing of remote IT resources. The practice is largely controversy free.
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Global Equities Jan 2019global-equities
Esports are a rising phenomenon
But the social costs tied to amateur online gaming could hamper their growth.
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Global Infrastructure Jan 2019global-infrastructure
Stock story: Canadian Pacific Railway
Delivering consistent and attractive long-term returns thanks to a long-term efficiency drive.
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Video Insights Jan 2019global-infrastructure
Global Listed Infrastructure Update – geopolitical risks and volatile markets
Gerald Stack, Head of Investments and Head of Infrastructure, discusses a number of geopolitical risks and how he positions the fund to protect capital in these volatile markets. (Full viewing time: 9min)
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Global Equities Jan 2019global-equities
Stock story: Microsoft
The software giant in the Nadella era is strengthening its hold on the business world.
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Global Infrastructure Dec 2018
Strengthening your portfolio with infrastructure
Netwealth Portfolio Construction Podcast: A deep-dive on infrastructure investing with Ofer Karliner, Magellan Asset Management. Discover what infrastructure investing is, its benefits for a portfolio and when we should expect driverless cars on our roads.
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Global Equities Dec 2018global-equities
Italy risks reigniting the eurozone crisis
Another eurosceptic and indebted country is testing Brussels’s power over the eurozone project.
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Global Equities Nov 2018global-equities
Trump's fiscal stimulus threatens global stocks
Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns.
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Global Equities Nov 2018global-equities
Fintechs could challenge the business model of savings banks
They want to inject themselves between banks and their customers in the most profitable areas.
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Global Equities Oct 2018global-equities
The politics surrounding Brexit
The analysis has three prongs. Only one would console the UK – but with a twist.
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Global Equities Oct 2018global-equities
Stock story: Reckitt Benckiser (now RB)
The consumer-goods multi-national thinks health brands will help in a disruptive world.
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Global Infrastructure Oct 2018global-infrastructure
Stock story: Atmos energy
The natural gas company stands out because its high earnings growth is unusual for a utility.
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Video Insights Sep 2018global-infrastructure
Quarterly Global Listed Infrastructure Update - September 2018
Gerald Stack, Magellan’s Head of Investments and Head of Infrastructure discusses a number of key themes in the portfolio at present. He puts a spotlight on Transurban’s recent successful bid for Sydney’s WestConnex, discusses in detail what the Morandi Bridge collapse in Genoa could mean for Atlantia and also explains his concerns around UK utilities and the risks associated with a possible snap election if one were called.
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Global Equities Sep 2018
'Big Brands' offer protection in a world of disruption
Six challenges, however, are testing the effectiveness of their emotional pitches.
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Global Equities Aug 2018
Blockchain has revolutionised the unregulated cyberworld
Digital ledgers promise less-landmark innovation but benefits aplenty for the regulated world – if aptly used.
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Global Equities Jul 2018
Stock story: Lowe's
A new shareholder is driving a challenge to The Home Depot’s No. 1 ranking in the US home-improvement market
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Video Insights Jul 2018global-equities
Quarterly Global Macro Update - July 2018
With US / China trade agitations in the headlines, hear from Hamish Douglass (CEO and CIO), as to how he views various scenarios playing out and what the likely impacts could be on markets.
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Video Insights Jul 2018global-infrastructure
Quarterly Global Listed Infrastructure Update - July 2018
The past 12 months have seen a myriad of geopolitical issues from Trump policies to Brexit and various European elections. Gerald Stack, Head of Investments and Head of Infrastructure, discusses what concerns him most looking forward and how he’s protecting his portfolio accordingly.
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Global Infrastructure Jul 2018
Stock story: ADP
The company is aéroports de Paris at its core
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Global Equities Jul 2018
One big unintended consequence of protecting cyber privacy in the west
It will help China in its quest to gain AI supremacy over the US.
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Global Equities Jun 2018global-equities
Consumers are driving China's economic growth – and foreign investors have noticed
But foreign companies face new political risks when pursuing Chinese consumers.
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Global Equities May 2018
Robots and algorithms are likely to automate workplaces at a frenzied pace
The concern is that the political ramifications might nullify automation’s economic benefits for society.
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Video Insights May 2018global-equities
Challenging Perceptions
Hamish Douglass, Magellan’s CEO and CIO, discusses and dismantles some perceptions in the market around the recent performance, and why its incorrect to view our Global Strategy as US centric.
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Video Insights Apr 2018global-equities
MFG Asset Management Global Equities Update – Big tech and Facebook
Listen to Hamish Douglass, Magellan’s CEO and CIO, share his views on the FAANGs, in particular the unfolding Facebook and the Cambridge Analytica situation.
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Video Insights Apr 2018global-infrastructure
MFG Asset Management Global Listed Infrastructure Update – impact of interest rates
eRising US interest rates have caused the infrastructure sector to lag during the quarter.
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Global Equities Mar 2018
Big Data is fuelling the revolution in artificial intelligence
But Big Data’s complexities prevent society gaining the full benefit from information collected in cyberspace.
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Global Equities Feb 2018
Society is going cashless
But no major societal change occurs without ripples, risks or controversy as the rise of cryptocurrencies shows.
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Video Insights Feb 2018
ABC Interview - 6 February 2018
Elysse Morgan from the ABC interviews Hamish Douglass, CEO of Magellan, on the day of the company's results.
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Global Infrastructure Dec 2017
How inflation-proof is infrastructure?
Inflation has not been a concern of late for investors. But rising prices could become an issue once again given that the US economy is at full employment levels and still growing strongly.
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Global Equities Dec 2017
E-commerce's relentless rise is rattling many traditional retail businesses
But the ‘Amazon effect’ has been less disruptive at an economy-wide level.
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Global Equities Dec 2017
Stock story: Starbucks
Cafés offering personalised choice that have gone global
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Global Equities Oct 2017
Stock story: Kraft Heinz
A leaner consumer brands giant is looking to expand under the management of a Brazilian private-equity group.
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Global Equities Oct 2017
The disruption of business models has barely begun
Sometimes the winners and losers from disruption aren’t obvious
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Global Equities Oct 2017
US stocks are at record highs thanks to rising tech
Yet most of the tech giants are still attractively priced
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Video Insights Sep 2017global-equities
MFG Asset Management Quarterly Global Update - September 2017
Live from The Westin, Sydney - September 2017
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Video Insights Sep 2017global-infrastructure
MFG Asset Management - Quarterly Global Listed Infrastructure Update - September 2017
The infrastructure team discusses current portfolio positioning and what affect tech disruptions could have on toll roads and if utilities.
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Global Equities Sep 2017
The surprising future of manufacturing
Why the industrial internet will reverse globalisation
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Global Infrastructure Aug 2017
Driverless vehicles are here
The question is how quickly they become mainstream. There are many challenges.
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Global Equities Jul 2017
10 years of the Magellan Global Fund
Q&A with Hamish Douglass, Lead Portfolio Manager of the Magellan Global Fund, on the first 10 years of the fund.
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Video Insights Jul 2017global-equities
MFG Asset Management Global Strategy – 10 years on
Hamish Douglass, the Lead Portfolio Manager of Global, discusses the best and worst investments of the past decade and why you can’t judge country exposure on where stocks are listed.
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Global Equities Jul 2017
Passive investing and disruption
Hamish Douglass, Lead Portfolio Manager for Global, on why technological advancements might disrupt the two premises on which passive investing is based.
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Global Equities Jun 2017
Cybercrime is a growing menace
The worth of the internet will be at stake if systems can’t be protected to the point the public lose confidence.
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Global Infrastructure Jun 2017
Why invest in utilities?
Regulated utilities are known for their ability to generate moderate but predictable returns regardless of market conditions.
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Global Equities May 2017
Stock story: Facebook
The world’s core social platform keeps getting bigger on key measurements such as user numbers and time on site.
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Global Equities May 2017
Stock story: Apple
The company is more than a seller of devices such as the iPhone. It’s about the services you access through them.
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Global Equities May 2017
Stock story: Alphabet
Its core asset is Google. There’s more to the company than that including self-driving cars and secretive ‘moonshot’ programs.
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Global Infrastructure May 2017
Investing in communication towers
A demand for mobile data usage expands so too will the investment value of this new essential infrastructure.
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Global Equities May 2017
Stock story: Visa
The move towards a cashless world is helping a company with 3.1 billion cardholders.
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Global Equities May 2017
Stock story: Microsoft
Microsoft is a household name. But it’s the company’s dominance of the business world that matters.
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Global Equities May 2017
10 cognitive biases that can lead to investment mistakes
To be a successful long-term investor, you need to overcome the biases that lead to poor decisions.
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Video Insights Mar 2017
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Video Insights Mar 2017global-infrastructure
MFG Asset Management Quarterly Global Listed Infrastructure Update - March 2017
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Global Infrastructure Mar 2016
The resilience of airports
The forces behind the growth in air travel are what make airport operators worthwhile investments.
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Stock story: PayPal
The company’s brainwave was to invest a way to buy over the internet without handing over credit-card details with every purchase.
