Markets, Industries and Trends

Content provided by S&P Dow Jones Indices An increasing number of investors require indices that are aligned with their investment objectives and their personal or institutional values. The S&P/ASX 200 ESG Index was designed with both of these needs in mind. With the S&P/ASX 200 ESG Index, investors are now able to move ESG from…

Content provided by S&P Dow Jones Indices A Look Back at the Growth of Index-Based Investing in Australia Much has happened in the 20 years since the launch of the S&P/ASX Series in 2000. Australians have witnessed sharp ups and downs in the stock market, though over the long term, growth has trended upward. A…

Content provided by Magellan Asset Management Limited Hamish Douglass, the Chairman and CIO at Magellan, talks about what market reaction to COVID-19 surprised him, why the portfolio has withstood the market ructions, what makes Estée Lauder and LVMH sound investments still and why inflation is not an immediate threat despite the massive fiscal and monetary…

Content provided by Magellan But foreign companies face new political risks when pursuing Chinese consumers. However, as the prices of property continue to rise in Australia, the affordability of property may be out of reach for many SMSF trustees particularly when there is a need to consider the risks with the lack of diversification should…

Content provided by Magellan We often observe generalist market commentators suggesting that the share prices for toll roads and infrastructure stocks are stretched. Analysis of these conclusions suggest that they are underpinned by crude valuation measures that fail to account for the unique characteristics of these assets. In this note, we talk about our approach…

Content provided by Magellan Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us. Airports are now very much an essential component of infrastructure to most modern economies. Today, airports around the world collectively cater for more than three…

Content provided by Magellan Written by Hamish Douglas, CEO, CIO, and Lead Portfolio Manager, Global Equities In December 2009 I wrote that “we are in the business of investment and not speculation”. To be in the business of “investment” is to have a mindset that when purchasing shares on stock markets, you are buying an…