Magellan has announced that Hamish Douglass will take a medical leave of absence. With the recent departure of the CEO, relative underperformance and losing their largest mandate, is this the beginning of the end?
We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve and European Central bank are keeping low interest rates frozen. But with the inflation spectre looming on the horizon, former US Federal Reserve Governor Kevin Warsh says the window of opportunity for central banks to act may already be closing.
The Magellan Global Fund has retained its "5 IP" rating from Research IP, with a score of 4.40/5.
The Magellan Infrastructure Fund has been upgraded to a "5 IP" rating from Research IP, with a score of 4.27/5.
Omicron and zero-covid policies through China and South East Asia have the potential to disrupt global supply chains, heightening the risk of sustained inflation and therefore downside risks to financial markets.
Meet the Manager – Hamish Douglass, the Chairman and CIO at Magellan, reflects on the market environment over the past year or so, what worked, what didn’t, and what scenarios he sees playing out in the future.
The Magellan Infrastructure Fund has been issued a "4 IP" rating by Research IP, with a score of 4.17/5.
The Magellan Global Fund has been issued a "5 IP" rating by Research IP, with a score of 4.43/5.