David Moberley of Paradice discusses how he seeks to combat the concentration found in Aussie equities by adding short selling to his toolbox. David shares his ‘four bucket’ strategy to identifying a company to short, and details the pros and cons of this investment approach.

Robert Luciano of VGI Partners talks to Livewire about why investors need to recalibrate their thinking and shares his approach to finding quality companies.

Cathie Wood of ARK Invest, known for her focus on innovation and disruptive technologies, publishes an annual report highlighting the latest developments in innovation for the coming year. Read five “bad ideas” that investors should be aware of.

Overall, the outlook for equities looks very attractive regardless of who controls the White House writes Jun Bei Liu of Tribeca Investment Partners. Read her thoughts on why the US election is a win-win for equities.

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

David Moberly of Paradice Investment Management talks to Livewire about investing with a COVID-19 vaccine and some of the sectors to benefit from a positive development.

Howard Marks of Oaktree has launched his podcast The Memo. On the podcast, Marks narrates his widely read memos - a reflection on the investment landscape and general business insights.

Dr Craig Collie of Regal Funds Management joins David Clark on the Inside the Rope Podcast to discuss his career to date, COVID-19 and in particular the process behind developing a vaccine and the associated economic outcomes of being successful in doing so.

Jun Bei Liu of Tribeca Investment Partner spoke with CommSec’s Tom Piotrowski about her year-end outlook for the Australian economy and share market.

In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.

Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.

Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.

Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.

CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.

Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day. 

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

Experts are warning the current mental health system is ill-equipped to respond to a forecast 30 per cent spike in mental illness in the wake of the coronavirus pandemic.

Jun Bei Liu talks to the AFR about the earnings season just gone, and while the path forward is still unclear, one thing for certain is that recovery is on its way. 

Magellan launched their new podcast: In the Know. In this first episode CIO Hamish Douglass talks to former deputy director of the CIA, Michael Morell.

Hamish Douglass shares his career story and how his curiosity has translated into investment success on Netwealth's Between Meetings Podcast.

Cooper Investors portfolio manager, Qiao Ma, shares why the quiet approach pays off in China. 

Hamish Douglass speaks with Tom Piotrowski on Commsec's Executive Series about how he is managing Magellan's global portfolio in a world facing four big risks.

Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.

Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.

In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.

Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.