Magellan’s Portfolio Managers Nikki Thomas, CFA and Arvid Streimann, CFA, discuss how they are viewing the current inflationary environment and chances of a recession. They explain how Magellan’s Global Portfolio is positioned to manage these risks and take advantage of thematic investment opportunities.
GLOBAL FUND PROFILEThe Magellan Global Fund offers investors the opportunity to invest in a specialised and focused global equity fund. The Fund aims to achieve attractive risk-adjusted returns over the medium to long term while minimising the risk of permanent capital loss. There is also a listed version available under the ASX ticker code MGF.