Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations. They provide an update on the portfolio’s recent performance and its positioning for the current environment.
The Magellan Global Fund offers investors the opportunity to invest in a specialised and focused global equity fund. The Fund aims to achieve attractive risk-adjusted returns over the medium to long term while minimising the risk of permanent capital loss. There is also a listed version available under the ASX ticker code MGF.
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24 May 2023 - A snapshot of the stocks on the move featuring Leo Lithium (ASX:LLL), Empire Energy (ASX:EEG), Immutep (ASX:IMM) and Cauldron Energy (ASX:CXU).
26 Mar 2021 - Contracting group MACA (ASX:MLD) has secured a hire and maintenance contract for CITIC Pacific Mining Management at the Cape Preston Sino Iron magnetite project.
07 Jun 2023 - A snapshot of the stocks on the move featuring NOVONIX (ASX:NVX), Latin Resources (ASX:LRS), Andromeda Metals (ASX:ADN) and Jindalee Resources (ASX:JRL).
21 Jan 2021 - Electronics retailer JB Hi-Fi’s (ASX:JBH) first half net profit has increased by 86 per cent to $318 million when compared to the year earlier period.
15 Sep 2020 - Mesoblast (ASX:MSB), today announced that its lead product candidate remestemcel-L has been selected as the winner of the Fierce Innovation Awards - Life Sciences Edition 2020 for Biotech Innovation.
22 Nov 2019 - The ACCC is proposing to grant authorisation allowing Qantas (ASX:QAN), BP Australia and independent BP petrol stations to collectively participate in the BP Rewards, Qantas Frequent Flyer and Qantas Business Reward programs, in a draft determination released today.
11 May 2022 - A snapshot of stocks in the healthcare sector, including Antisense Therapeutics (ASX:ANP), Kazia Therapeutics (ASX:KZA), and Immutep (ASX:IMM).
12 Aug 2020 - Toll road operator Transurban (ASX:TCL) report their financial year 2020 performance was impacted by the Covid-19 pandemic with average daily traffic decreasing by 8.6 per cent across the portfolio.
