In this video, Arvid Streimann and Nikki Thomas, CFA of Magellan (Core Fund Manager) share insights on the investment attributes that led the market in 2023 and the key thematics to watch out for in the year ahead. 

They also discuss how the global portfolio is positioned and the strategy behind investment decisions.

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Disclaimer: This material has been prepared by Magellan, published on 23 January 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.