Disclaimer: This material has been prepared by Magellan, published on Feb 24, 2026. 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.
Outlook for global equities: what could surprise markets in 2026
Magellan Portfolio Managers' Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.
Outlook for global equities: what could surprise markets in 2026
Magellan Portfolio Managers' Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.Read Transcript
More Insights
What top fundies learned in 2025, and how they'll act on it 2026
With 2025 almost in the rearview mirror, Livewire Markets spoke to some of Australia's top fund managers to reflect on the lessons they learned (or relearned) and how it's informing their strategy going forward.
WINNING THE ROOM with Chief Investment Officer Nick Griffin
Sohn Hearts & Minds Creative Director Jonathan Pease spoke with Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners (Core Fund Manager). Tune in for his fascinating insights, with a particular focus on Artificial Intelligence.
Why GYG’s Steven Marks refuses to compromise on quality
Founder of Guzman y Gomez, Steven Marks, joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US.
Qiao Ma on life in the ‘Darwinian’ world of funds management
The globetrotting stock picker, who reads dense corporate history books for fun, says AI will only replace those people who don’t know how to use it.
Howard Marks is the king of common sense. His AI verdict is chilling
The Oaktree Capital Management co-founder says artificial intelligence may be moving too quickly for society to adapt. But, there’s one group he believes is safe.
3 knockout growth stocks from Munro's Qiao Ma
In this interview with Livewire Markets, Qiao explains how Munro manages risk when markets shift, where she sees the most exciting growth opportunities emerging, and three stocks she believes are particularly well positioned today.
5 big names reshaping the future - and 2 more offering growth
Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
Finding opportunities in well-known names
Ryan Joyce of Magellan Investment Partners sits down with Equity Mates to discuss why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple.
AI disruption, real assets and opportunity in Australian equities
Magellan Investment Partners discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses.
The investing megatrends you can’t ignore (and some you should rethink)
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
Resources fundies reveal top picks ahead of ‘stellar’ 2025
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.
10 top fund managers reveal their long-term stock picks
With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.
How Trump will impact equity markets
The United States has spoken. President Trump has returned to the White House. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?
These rock-star stock picks could get markets talking next year
Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.
AI start-ups a threat to incumbent big companies
Paul Bassat predicts emerging artificial intelligence companies will disrupt sectors and overtake established incumbent companies just as rapidly as the seismic shifts that took place when the internet emerged in the mid-1990s.
