Value as at close of business on 20 December 2024
Price delay - 20mins
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
The chief investment officer of the London-based $71bn Wellcome Trust, Nick Moakes, has a simple rule for the trust’s investment team: “Never invest with anyone who is or has been or should have been in prison.”
In this episode, co-founders Matthew Grounds AM and Guy Fowler OAM discuss their journey in building Hearts & Minds and its philanthropic model that has donated nearly $70 million to medical research.
Ricky Sandler, Chief Investment Officer and Founder of the $7B Eminence Capital joined Bloomberg's podcast Masters in Business to share his latest thoughts and strategies.
The Australian Financial Review spoke to James Tsinidis, co-portfolio manager of Munro Partners Climate Change Leaders Fund.
Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.
Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.
Livewire Market's Ally Selby sits down with Alex Pollak of Loftus Peak and Alan Pullen of Magellan to discuss if there is any value left on offer among the world's greatest growth stocks.
Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.
In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.
Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?
The younger the investor, the more time they have to earn life-changing capital gains by staying invested in the market over the long term.
Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.
Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.
Nvidia’s quarterly earnings once again exceeded analysts’ expectations and Portfolio Manager, Qiao Ma of Munro Partners says the rise is “nowhere close to being over”.
Season two is here, and first up we have 2023 Sohn Hearts & Minds Conference Fund Manager, Rikki Bannan of IFM Investors.
The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.
Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.
Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.
Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.
Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.
Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence. You can listen below.
For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.
Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally.
We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside.
In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.
Previous 2023 Conference Fund Manager, Catherine Allfrey of WaveStone Capital recently joined the Finding Alpha podcast to discuss her views post Reporting Season.
In the latest episode of Invest in the Journey, Nick Griffin of Munro Partners (Core Fund Manager) unpacks Nvidia's latest earnings results.
In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.