SX:MFG

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SX:MFG

Magellan March 2023 Financial Sector Update

12 Apr 2023 - Magellan Portfolio Manager, Alan Pullen, provides a timely update on the financials sector in light of the recent volatility we’ve seen with banks in the US and Europ…

Why Quality Matters?

27 Mar 2023 - Quality is a frequently used term in investing, but from Magellan’s experience definition really does matter. Why? Because not all company fundamentals are the same. …

Magellan January 2023 Infrastructure Strategy Update

02 Feb 2023 - Magellan’s Deputy CIO, Head of Infrastructure and Portfolio Manager, Gerald Stack, mentions the challenges that the Infrastructure portfolio faced in 2022. Gerald des…

Magellan January 2023 Global Strategy Update

28 Jan 2023 - 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…

Magellan Minutes Series 5: The challenges facing consumer brands

05 Dec 2022 - The consumer sector has held up relatively well over the past 6 months, however there are signs of both strength and weakness ahead. Join Hannah Dickinson as she shar…

Magellan Minutes: The decarbonisation opportunity

26 Nov 2022 - Decarbonisation is a topical theme in markets right now and there is plenty of excitement around the scope of the investment opportunities ahead. Hear from David Cost…

Magellan Minutes: The social licence of Visa & Mastercard

17 Nov 2022 - Hear from Elisa Di Marco as she takes a closer look at the performance and outlook for two of Magellan’s portfolio companies; Visa and Mastercard, and discusses how t…

Magellan Minutes: When volatility provides opportunity

15 Nov 2022 - From a war in Europe, surging energy prices and sliding currencies, global markets face unprecedented challenges investors are left to navigate. Join Arvid Streimann …

Magellan Minutes: The great "chip" saga continues

11 Nov 2022 - Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition t…

Magellan Minutes: Is it time to get excited by tech?

09 Nov 2022 - Hear from Magellan’s Ryan Joyce, CFA, Sector Head Financials and Technology, as he provides an overview of why the tech sector has recently underperformed and where t…

Magellan Sep 2022 infrastructure strategy update

27 Oct 2022 - Gerald Stack and Ofer Karliner, CFA, discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure…

Magellan Sep 2022 Global Strategy Update

26 Oct 2022 - Portfolio Manager Nikki Thomas, CFA, discusses the market’s reaction to the volatile macro environment, how Magellan’s Global Portfolios are positioned and which qual…

Paying attention to global listed infrastructure

10 Aug 2022 - Magellan's Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest …

In conversation with Secretary Leon Panetta

07 Aug 2022 - Leon Panetta – former US Defence Secretary and head of the Central Intelligence Agency, among other roles – offers his views on the global political challenges facing…

The world confronts an unusual number of difficulties

04 Aug 2022 - Many unusual events are taking place as far as the world economy is concerned, from a pandemic to an outbreak of inflation to a war in Europe. Policymakers are acting…

Magellan Analyst Round Table 2022

02 Aug 2022 - In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer stapl…

ASX climbs for 2nd day, up 0.8% at noon, spurred by resources and tech stocks

08 Jul 2022 - The Australian sharemarket has started on an optimistic note, with gains building for a second day. Hopes that the Federal Reserve can navigate a soft landing has spu…

Energy surges on Monday's session: ASX closes 1.1% higher

04 Jul 2022 - The ASX had a strong start to the week after all sectors finished Monday’s session in positive territory. Energy led the pack, up 2.6%, followed by real estate, consu…

Property sector leads broad-based rally: ASX jumps 1.1% at noon

04 Jul 2022 - The Australian sharemarket has jumped this morning in a broad-rally led by property, then communication services, healthcare and utilities. At noon, the S&P/ASX 200 i…

Tech stocks and lithium miners reboot ASX, closes up 1.6% over the week

24 Jun 2022 - The Australian sharemarket posted its first two straight days of gains for the month and its best week since March 18, thanks to a rebound in technology and lithium s…

Magellan Financial (ASX:MFG) completes Guzman sale for $140m

24 Jun 2022 - Magellan Financial Group (ASX:MFG) has completed the sale of its 11.6 per cent stake in Guzman y Gomez for $140 million.

Uranium stocks jump, banks fall, Atlas soars on IFM deal: ASX up 0.8% at noon

08 Jun 2022 - The Australian sharemarket has recouped some of Tuesday’s decline as industrials and miners are leading a broad-based rally. The major banks are the exception, extend…

Outsized interest rate hike spooks ASX, closes 1.5% lower

07 Jun 2022 - The cost of living is set to rise after the Reserve Bank of Australia raised the cash rate by 50 basis points versus the expected 40, sending the ASX 200 to a 3-week…

ASX falls ahead of RBA rate outcome led by tech, down 0.8% at noon

07 Jun 2022 - The Australian sharemarket continues to fall ahead of the Reserve Bank of Australia’s interest rate outcome at 2.30pm AEST. The central bank is expected to deliver ba…

Energy leads while tech weighs, Tabcorp jumps, Magellan tumbles: ASX closes 0.5% lower

06 Jun 2022 - The ASX remained in the red for the afternoon session following a weak lead from Wall Street. The Reserve Bank of Australia is set to meet tomorrow, which means inves…