September 29th, 2020
Podcast: In the Know by Magellan | Episode 2
In episode two of Magellan’s In the Know Podcast, Hamish Douglass chats to Kevin Johnson, Starbucks President & CEO about a range of topics.
Read MoreSeptember 29th, 2020
September 22nd, 2020
The unsung heroes of Qiao Ma’s portfolio
Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.
Read MoreSeptember 22nd, 2020
September 21st, 2020
Hamish Douglass: Global Opportunities amid COVID-19
Hamish Douglass discusses global opportunities amid COVID-19, the US presidential election and the biggest risks to stock selection. Watch the interview.
Read MoreSeptember 21st, 2020
September 20th, 2020
Hamish Douglass: Strategies for smart investing
Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.
Read MoreSeptember 20th, 2020
September 18th, 2020
Commsec Executive Series: Paul Rayson (HM1)
CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.
Read MoreSeptember 18th, 2020
September 16th, 2020
Ark Invest’s Cathie Wood vindicated by revved-up Tesla
A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.
Read MoreSeptember 16th, 2020
September 16th, 2020
Ackman to headline as Sohn goes virtual
Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.
Read MoreSeptember 16th, 2020
September 16th, 2020
The man in the Hearts & Minds investment engine room
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Read MoreSeptember 16th, 2020
September 10th, 2020
The Business: Nick Griffin
Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.
Read MoreSeptember 10th, 2020
September 10th, 2020
R U OK? Day: Interview with Rory Lucas
Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day.
Read MoreSeptember 10th, 2020
September 9th, 2020
Bill Ackman on how super can fix capitalism's inequities
Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.
Read MoreSeptember 9th, 2020
August 31st, 2020
'Dysfunctional' mental health system needs boost in wake of pandemic: experts
Experts are warning the current mental health system is ill-equipped to respond to a forecast 30 per cent spike in mental illness in the wake of the coronavirus pandemic.
Read MoreAugust 31st, 2020
August 31st, 2020
An earnings season to savour where the rewards keep coming
Jun Bei Liu talks to the AFR about the earnings season just gone, and while the path forward is still unclear, one thing for certain is that recovery is on its way.
Read MoreAugust 31st, 2020
August 25th, 2020
Magellan Podcast: In The Know
Magellan launched their new podcast: In the Know. In this first episode CIO Hamish Douglass talks to former deputy director of the CIA, Michael Morell.
Read MoreAugust 25th, 2020
August 12th, 2020
Between Meetings Podcast: Hamish Douglass
Hamish Douglass shares his career story and how his curiosity has translated into investment success on Netwealth's Between Meetings Podcast.
Read MoreAugust 12th, 2020
August 7th, 2020
Why the quiet approach pays off in China
Cooper Investors portfolio manager, Qiao Ma, shares why the quiet approach pays off in China.
Read MoreAugust 7th, 2020
August 6th, 2020
Commsec Executive Series: Hamish Douglass
Hamish Douglass speaks with Tom Piotrowski on Commsec's Executive Series about how he is managing Magellan's global portfolio in a world facing four big risks.
Read MoreAugust 6th, 2020
July 31st, 2020
The characteristics of a long term winner
Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.
Read MoreJuly 31st, 2020
July 21st, 2020
Predicting the winners and losers of earnings season
Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.
Read MoreJuly 21st, 2020
July 17th, 2020
Rules of Investing: Troy Angus, Paradice
In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.
Read MoreJuly 17th, 2020
July 14th, 2020
A bridge to recovery or a financial cliff? Magellan holds the line on cash
Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.
Read MoreJuly 14th, 2020
July 13th, 2020
2 technology stocks with structural tailwinds
Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds.
Read MoreJuly 13th, 2020
July 7th, 2020
Investing in culture and leadership
Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.
Read MoreJuly 7th, 2020
June 30th, 2020
Howard Marks: Anatomy of an unexpected rally
Throughout the COVID-19 pandemic, investors have eagerly checked the latest memos to clients written by Howard Marks, Co-Chairman of multibillion-dollar asset manager, Oaktree Capital. Graham Hand summarises the highlights from his latest memo.
Read MoreJune 30th, 2020
June 29th, 2020
Cooper Investors Market Update
Chris Dixon, of Cooper Investors provides a market outlook and update on the Cooper Investor’s Global Equities Strategy.
Read MoreJune 29th, 2020
June 26th, 2020
The winners and losers from this crisis
Challenging periods, are what separate the wheat from the chaff in the business world. While some firms were slow to adapt, others were thriving and taking market share. Catherine Wood, Conference Manager and Founder / CEO of ARK Invest explains.
Read MoreJune 26th, 2020
June 25th, 2020
Equity Mates: Chris Wheldon, Magellan
Chris Wheldon, portfolio manager at Magellan shares his thoughts on the market’s rebound, how Magellan responded in the early days of the pandemic and the investment thesis behind Facebook, Visa and Tencent.
Read MoreJune 25th, 2020
June 16th, 2020
Why are we paying taxes?
In this Livewire article, Conference Manager Andrew Macken of Montaka Global Investments asks why we pay taxes? Looking through the lens of Modern Monetary Theory Andrew looks at why still need taxes.
Read MoreJune 16th, 2020
June 16th, 2020
Business Daily: How batteries are powering ahead
Listen to this episode of Business Daily as they unpack Tesla's recent announcement of how batteries can transform cars, electricity and the fight against climate change.
Read MoreJune 16th, 2020
June 5th, 2020
Volatility isn’t same thing as risk
Paradice managers, Edward Su and Michael Roberge discuss why investors should separate volatility from business risk, they’re excitement for emerging markets, their approach to stock selection in emerging markets, and of course, the impacts of COVID-19.
Read MoreJune 5th, 2020