Institutional rebalancing and the switch of one vehicle to an active exchange traded fund has led to redemptions for Magellan....
While several firms are exiting or reduce their exposure to Chinese stocks over regulatory risks, Platinum is viewing it as a buying opportunity....
It is rare to see “all parts of the market firing on all cylinders”, according to Airlie, but the high multiples make it challenging to find quality companies....
The conversion of the Magellan High Conviction trust into an active exchange traded fund helped the industry grow to $125 billion....
A reduction in Chinese exposure has led Magellan to make its first investment into Amazon after watching it closely for a long time....
Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...
While the Magellan Global fund is over $14 billion in size, the firm is trying to actively diversify its business away from purely global equities....
Magellan has seen its net profit after tax fall 33% in the last financial year but funds under management have risen 9% to pass $100 billion....
Backing founder-led businesses has been key to performance for the Airlie Australian Share fund as it navigated the pandemic but it is optimistic for dividends next year....
With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?...
Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...
Magellan chair Hamish Douglass has hit out at “arrogant” asset managers who are seeking to control net zero emissions in their portfolios although it could offer a low ca...
Assets in exchange traded funds have already surpassed BetaShares’ year-end target after they grew by 22% in the first half of 2021. ...
Performance fees at Magellan Financial Group have more than halved in the 2020/21 financial year after the firm experienced fund underperformance....
Magellan chair and lead portfolio manager, Hamish Douglass, has seen his remuneration increase to $2.73 million, despite significant underperformance by his flagship Mage...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...