Investment strategies

Global investment solutions for institutional clients

Insights

  • Video Insights Oct 2021
    global-infrastructure

    Infrastructure Strategy Update

    Ofer Karliner, Portfolio Manager, provides an Infrastructure update, discusses what trends he's seeing in the uptake of global travel and the risks of inflation. (Viewing time: 9 min)

     

  • Video Insights Oct 2021
    global-equities

    Magellan High Conviction Strategy Update

    Chris Wheldon, Portfolio Manager, provides an update on Magellan's High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba. (Viewing time: 10 mins)

  • Video Insights Oct 2021
    global-equities

    Why consistency wins the race

    Quiz - 0.75 CPD hours available

    When markets are frothy and a myriad of risks confront investors, it’s likely that real returns could be lower in the coming decade compared with the past one. Hamish Douglass, Magellan’s co-founder and CIO, discusses why such an environment calls for a portfolio that focuses on lower-risk, high-quality global businesses that can earn attractive, compounded returns in tougher times.

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