CIO Insights - 18 January

Welcome back to our weekly insights from our Chief Investment Officer. Today Rory discusses the alignment of our core fund managers, changes to the core portfolio and the reason we prefer to use our NTA rather than share price as a measure of performance.

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January 18th, 2021

Magellan's Douglass sticks with China tech

Magellan Financial group, manager of a $15 billion global equities strategy, has raised its risk rating on Chinese tech stocks but says they are still fundamentally undervalued.

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January 15th, 2021