News & Updates

Global Quarterly Update – Magellan Financial Group

          Hamish Douglass Chairman and Chief Investment Officer 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) Source: Magellan Asset Management Limited   Click on below link to view Video...
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Macro Overview – September 2019

– By Andrew Clifford, 14 Oct 2019 Markets already priced for recession on trade and political uncertainty The notable feature of the September quarter was the global collapse in long-term interest rates following cuts in official interest rates by the US Federal Reserve (Fed), European Central Bank (ECB), Reserve Bank...
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Australian Equities: 2018 in review

By Anton Tagliaferro, IML  |  21 January 2019   2018 was a difficult year for global sharemarkets, including Australia’s where the ASX 300 Accumulation Index declined -3.1% over the 2018 calendar year. It was a year of two halves. The gains made in the first eight months were given up...
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Don’t overconcentrate your portfolio in bank shares

By Michael O’Neill |  19 October 2018 Many Australian investors have long been able to sleep comfortably at night owning large holdings in “blue-chip” Australian bank stocks which have delivered high fully franked dividends and share price appreciation over many years. While Australian bank shares have done well for investors over...
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