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Explore articles and perspectives from the brightest minds in investment and medical research.
Masters in Business: Ricky Sandler
Ricky Sandler, Chief Investment Officer and Founder of the $7B Eminence Capital joined Bloomberg's podcast Masters in Business to share his latest thoughts and strategies.
From Resilient Retailers to Struggling Brands
Tune in for a consumer sector deep dive with the Magellan team for more insights on retail giants like Costco and Amazon and iconic brands like Nike and Estee Lauder.
Investors ‘comfortable’ about a Trump presidency, despite volatility
Economists and market experts say the outcome of the US presidential election has been largely priced in by investors as softening inflation helps to buoy sharemarkets both globally and locally.
Investors chasing the rally should get ready for an ‘upswing’
Investing over the next six months will be difficult as we go through the final stages of the slowdown, but this is the time when you can also find stocks that are not yet priced for an improving backdrop in the bargain bin.
Navigating the Resource Sector with Jeremy Bond of Terra Capital
In this episode, we chat with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager. Tune in for insights into the world of resource investments and the exciting opportunities that lie ahead.
Nvidia became the biggest company in the world. Now what?
Now that Nvidia has reached the milestone of becoming the biggest company in the world, what does its future hold?
Prof. Nadia Badawi on Cerebral Palsy Breakthroughs and Neonatal Care
Dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in Cerebral Palsy.
What's next for Guzman y Gomez?
Equity Mates recently spoke with Guzman y Gomez co-CEOs Steven Marks and Hilton Brett to talk about what next for the Mexican quick service restaurant giant now that they have joined the ASX.
Investment Insights: Rikki Bannan on Top Picks and Trends
Join us for an engaging episode featuring Rikki Bannan, Portfolio Manager of IFM Investors and HM1 Conference Fund Manager. This episode explores Rikki's career journey, investment strategies, and her 2023 conference stock pick, Telix Pharmaceuticals (ASX.TLX).
The asset class that outperforms when the economy doesn't
Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.
Magellan decode the Magnificent Seven
Get the latest insights from Magellan on the Magnificent 7 (NVIDIA, Meta, Tesla, Amazon, Microsoft, Alphabet Inc. Apple) including profitability, fundamentals and the future.
12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Discover 12 stock picks from the experts, including some of our Core Fund Managers.
Copper hits $US10,000 as BHP’s bid releases the bulls
Discover why copper prices surged to $10,000 per tonne for the first time in two years, after BHP’s blockbuster bid on resources heavyweight Anglo American sparked renewed confidence in the metal.
Expert: Joe Wright – Three ways to invest in resources
Get Airlie's process on how to analyse any company before investing and discover some interesting companies in the resources sector.
Talk Money To Me | AI Special & Investment Opportunities
Portfolio Manager and Partner Qiao Ma of Munro Partners joined the Talk Money To Me podcast to explore the broad-ranging effects of artificial intelligence. You can listen below.
Mastering the world of payments
For more than 14 years, Magellan has invested in one of the world’s largest global payment networks—Mastercard. Here's why.
13 stocks Munro is backing for the long-term
Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term). With rates set to come down and AI the future of everything, growth stocks are sure to rally.
Exploring HM1 Stocks: Key Insights from Reporting Season
We asked our fund managers for an update on how some of our key positions are performing off the back of the reporting season. Overall, it was a good period for the fund with some good moves to the upside.
The breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings
In this episode of Invest in the Journey, Kieran Moore of Munro Partners is joined by Munro's investment analysts to discuss the key takeaways from Q4 earning season.
Chipping away at the semiconductor market
In a recent episode of In The Know, the team at Magellan discuss the outlook for the Semiconductor chip industry covering many stocks in HM1's portfolio including their recommended stock for our core portfolio.
Hedge fund Munro says Nvidia, Microsoft have more to run
Kieran Moore is portfolio manager of Munro Partners Global Growth Fund. The Melbourne-based hedge fund oversees $4.3 billion in assets.
Aussie Mining Giant Skyrocketed 26% for 17 Years: What's Next?
Fraser Christie from TDM Growth Partners recently joined the Equity Mates podcast to discuss Mineral Resources Limited (MRL).
Stock Story: ResMed
This month we take a deep dive into ResMed - one of the conference stocks within the fund that was astutely picked by Chris Kourtis of Ellerston Capital.
Australia Day Honours: Lorraine Berends of Qantas Super
Congratulations to our Board of Director, Lorraine Berends, who was awarded AM in the Australia Day honours.
Fowler toasts Sohn legacy
Grounds, Fowler, and Weiss set up the Australian version, the Sohn Hearts & Minds conference in 2016, with the first meeting at the Sydney Opera House.
