Insights

  • 21 Apr 2021

    MFG Core Infrastructure Fund - Zenith Rating Review

    The MFG Core Infrastructure Fund is rated as ‘Recommended’ by research house Zenith. Dugald Higgins, Head of Real Assets & Listed Strategies provides a summary on the Fund, the manager and the rating. 

  • 21 Apr 2021

    Zenith interview with Portfolio Manager David Costello

    The MFG Core Infrastructure Fund has a ‘Recommended’ rating from research house Zenith. Portfolio Manager of the Fund, David Costello, sat down with Zenith’s Dugald Higgins, Head of Real Assets & Listed Strategies for a deep dive into the investment process and what makes this strategy a unique offering for the retail market. 

  • 01 Apr 2021

    Stock story: Kering

    Offering Gucci, Yves Saint Laurent and other luxury brands to the world.

  • ESG
    01 Apr 2021

    Stock story: Intercontinental Exchange

    Using technology to make markets more efficient.

  • 01 Apr 2021

    Stock story: Enbridge

    A stranglehold on North American energy infrastructure that girds against any switch from fossil fuels.

  • 01 Apr 2021

    Stock story: Severn Trent

    By delivering improved water services and a cleaner environment, the UK utility’s investors enjoy outsized returns.

  • 01 Apr 2021

    Stock story: Intercontinental Exchange

    Using technology to make markets more efficient.

  • ESG
    01 Apr 2021

    Stock story: Kering

    Offering Gucci, Yves Saint Laurent and other luxury brands to the world.

  • 26 Mar 2021

    MFG Core Series Launch - Live Broadcast

    Quiz - 1.50 CPD hours available

    Vihari Ross, Head of the MFG Core Series, provides a look under the bonnet of the newly launched lower-cost global equity fund range, including why and how the Series was developed, as well as the investment process of her fund the Core International Fund. Portfolio Managers, Elisa Di Marco and David Costello provide insights into their respective funds, MFG Core ESG and MFG Core Infrastructure. The session concludes with Q&A. (Viewing time: 90 mins)

  • 26 Feb 2021

    Buy Hold Sell: 3 tech titans and 2 long-term winners

    Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss three mega cap stocks; Tesla, Tencent and Microsoft. And provide two stocks that they believe will rain returns for investors over the long term. (Viewing time: 10 mins)

  • 26 Feb 2021

    Why these fundies are still bullish on tech platforms

    Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss the the Australian government's legislative attempt to make big tech pay local news publishers for content. How it may impact investors in Facebook and Google, the potential windfall for publishers, as well as whether regulation curbs companies' ability to grow and innovate. (Viewing time: 12 mins)

  • 26 Feb 2021

    Buy Hold Sell: 3 global giants and 2 due for a pullback

    Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global Investments discuss global giants Kellogg's, Visa and Spotify and nominate a high-flying stock that they think is over-hyped. (Viewing time: 10 mins)

  • 25 Feb 2021

    Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business

    The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges. ICE operates in over 70 countries, and has a market capitalisation of U$65 Billion. Its remarkable growth over the last two decades is the result of founder Jeffrey Sprecher’s visionary thinking and unwavering commitment to moving old analogue exchanges into efficient digital platforms, and creating new markets globally. It all started with a single dollar transaction in 1997. (Viewing time: 42 mins)

  • 27 Jan 2021

    Vihari Ross picks global disruptor for 2021

    Vihari Ross, Head of Core Series, Head of Research and Portfolio Manager believes 2021 is a stock-picker’s market, with some companies having already reached their all time high and others offering considerable value for those willing to put in the work. (Viewing time: 11 mins)

  • ESG
    15 Dec 2020

    Stock story: PepsiCo

    Big brands tackling the big ESG issues

  • 15 Dec 2020

    Why quality matters most for long-term investors

    An investment edge comes from finding quality businesses with strong long-term fundamentals

  • 15 Dec 2020

    Stock story: Cellnex Telecom

    A Spanish telco gaining from the soaring demand for mobile.

  • 15 Dec 2020

    Disruption matters more than ever

    Investors need to anticipate its effects

  • ESG
    15 Dec 2020

    Stock story: Moody's

    Rating debt the world over, for sustainability too.

  • 15 Dec 2020

    Stock story: Kweichow Moutai

    The company sells the expensive hard liquor Chinese adore

  • 15 Dec 2020

    Stock story: Microsoft

    Still dominating software after all these years.

  • 15 Dec 2020

    Stock story: Dominion Energy

    Sustainable energy for key US states and sustainable returns for investors.

  • 15 Dec 2020

    Stock story: Nike

    An iconic brand gaining as more people turn to athletic gear.

  • 15 Dec 2020

    Stock story: Essential Utilities

    Providing high-quality water across eight US states and decent returns for investors.

  • 15 Dec 2020

    Meet the Manager - MFG Core Series International

    Vihari Ross, Head of Core Series, Head of Research and Portfolio Manager discusses the the MFG Core International Fund. The Fund is a diversified global equities portfolio of 70-90 of the world’s best companies - those that have sustainable competitive advantages enabling them to continually earn returns on capital in excess of their cost of capital.

  • 01 Dec 2020

    Stock story: Eversource Energy

    The utility’s reliable earnings, robust balance sheet and constructive ESG make for resilience.

  • 15 Dec 2020

    Meet the Manager - MFG Core Series Infrastructure

    David Costello, Portfolio Manger discusses the MFG Core Infrastructure Fund . The Fund is an actively constructed, systematically managed and continuously monitored portfolio of 70-100 resilient global listed infrastructure businesses, ones that meet Magellan’s exacting standards and strict, propriety definition of listed infrastructure.

  • ESG
    15 Dec 2020

    Meet the Manager - MFG Core Series ESG

    Elisa Di Marco, Portfolio Manager discusses the MFG Core ESG Fund. The Fund is a diversified global equities portfolio of 70-90 of the world’s best companies – those with sustainable competitive advantages and business models that meet our nuanced and proven ESG risk assessment process.

  • 15 Dec 2020

    MFG Core Series - An Introduction

    Vihari Ross, Head of MFG Core Series, Head of Research and Portfolio Manager introduces us to the newly launched MFG Core Series. A new range of lower cost global equity funds that are actively constructed, systematically managed, continuously monitored.

  • 27 Oct 2020

    PODCAST: Reshaping RB: transformative strategies for a new world

    Magellan's Chairman and CIO, Hamish Douglass, talks to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser. Laxman explains why business leaders are entering a ‘new world’ that will challenge them to make a difference at a level not fully thought through yet. 

  • 29 Sep 2020

    PODCAST: People over profits

    Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and CEO of Starbucks. We find out how Starbucks’ 4,000+ stores in China are faring with ongoing US / China tensions, how the brand managed the well-documented racial discrimination incident in one of its US stores, and why putting people before profits is the driving force behind the business’s resilience.