Newly opened this year from its COVID-19 lockdowns, two tailwinds are in place which are making China a more appealing ...
A reduction in Chinese exposure has led Magellan to make its first investment into Amazon after watching it closely for ...
Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been ...
Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and ...
Magellan was set to be the 12th largest shareholder in ANT Group if the initial public offering had gone ahead ...
Antipodes is questioning the future growth of technology firms Alibaba and Facebook as both firms come under regulatory scrutiny.
The firm is watching the potential impact that EU legislation will have on Facebook and other social media companies, having ...
Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are ...
While Joe Biden is rising in the polls to take over from President Donald Trump in November 2020, his election ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
