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MAGELLAN ASSET MANAGEMENT News & Analysis

The fascinating battle between Nick Bolton and Magellan
Funds
The fascinating battle between Nick Bolton and Magellan
Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund options. Magellan will resist as it must act in the interests of...
Graham Hand | 01 October 2023
Costs help control margin for Magellan
Stocks
Costs help control margin for Magellan
Magellan’s fiscal 2023 results this earnings season were encouraging. 
21 August 2023
Magellan slips from grace but prospects remain for investors
Stocks
Magellan slips from grace but prospects remain for investors
While the outlook is tough for the embattled investment manager, there are still opportunities for investors in more diversified businesses in...
Christine St Anne | 03 October 2022
Magellan stumbles (again), cash rate at 2% by December and commodities rally: What we learned this week
Markets
Magellan stumbles (again), cash rate at 2% by December and commodities rally: What we learned this week
Cabbage-gate at KFC and miners replace tech stocks in the ASX 200
Nicola Chand | 10 June 2022
Iron ore dips; Happy days at Magellan; Crypto bloodbath: What we learned this week
Markets
Iron ore dips; Happy days at Magellan; Crypto bloodbath: What we learned this week
US service inflation rises from the grave and Xero reports net profit below Xero
Nicola Chand | 13 May 2022
Expect a fight for Pendal: Morningstar
Stocks
Expect a fight for Pendal: Morningstar
The board is likely to knock back or negotiate the “opportunistic” offer.
Lewis Jackson | 06 April 2022
Financial service stocks on sale amid sector sell-off
Stocks
Financial service stocks on sale amid sector sell-off
Analysts believe the asset manager sell-off overlooks some of the attractive traits of businesses like Magellan, Platinum and Pendal. 
Emma Rapaport | 23 March 2022
Fund managers versus funds: fraternal or identical twins?
Funds
Fund managers versus funds: fraternal or identical twins?
Investors can invest in the funds of our leading fund managers, or they can invest in the business itself. The success of the fund manager is...
Graham Hand | 17 March 2022
Moats on sale: 10 undervalued stocks after strong ASX reporting season
Stocks
Moats on sale: 10 undervalued stocks after strong ASX reporting season
These quality companies are trading at double-digit discounts to fair value.
Lewis Jackson | 03 March 2022
Markets react to war and Magellan downgraded: What we learned this week
Markets
Markets react to war and Magellan downgraded: What we learned this week
Russia and the Federal Reserve, commodity prices see-saw and AGL energy.
Lewis Jackson | 25 February 2022