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| Index Selector Links | 1 Year | 3 Year | 5 Year |
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12.97% |
9.41% |
9.61% |
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5.39% |
5.35% |
2.67% |
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-26.99% |
26.65% |
20.33% |
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21.60% |
13.45% |
6.72% |
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11.25% |
8.76% |
8.18% |
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17.36% |
13.68% |
10.77% |
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9.73% |
10.87% |
5.95% |
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4.87% |
8.28% |
8.80% |
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7.36% |
15.77% |
9.78% |
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13.38% |
11.62% |
7.77% |
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12.81% |
17.33% |
9.23% |
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15.72% |
10.63% |
10.67% |
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9.04% |
8.46% |
6.74% |
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6.79% |
8.65% |
7.16% |
|
0.90% |
-1.01% |
2.44% |
|
8.40% |
8.74% |
7.88% |
Hedge Clippings
20 Feb 2026 - Hedge Clippings |20 February 2026
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Hedge Clippings | 20 February 2026
It's not great news for Jim Chalmers either, although being a politician trying to defend the obvious, he wasn't going to admit to that; instead, it was a "reminder of the resilience of our labour market", which is undoubtedly true. Unfortunately, that's not what the RBA would have been wanting to hear. Jim was quick to quote Michele Bullock's comments last week that the state of the labour market was good news for the economy. Meanwhile, Chalmers was equally quick to denigrate Bullock's predecessor, Philip Lowe, who had the temerity to criticise the government's record when it came to handouts and spending, and productivity growth. Both Chalmers and Albo had a crack at Philip Lowe to try to deflect his comments and criticism by playing the man, and not the ball, which is unsurprising, even if they would be better off listening to Lowe and nearly every other economist and trying to fix the problem. And their problem is this: The government is addicted to handouts because they help them get re-elected at election time, even though inflation may be higher than it should be as a result. As Paul Keating once famously said, "In the race of life, always back self-interest. At least you know it's trying". So we're stuck in the slow lane (productivity-wise) and the too-fast lane when it comes to inflation (+3.8% to December), which is outstripping growth in wages, which only grew by 3.4% over the same period. Once again, Jim Chalmers tried to put a positive spin on it (as he would) by saying that workers are earning more now than they were a few years ago. Unfortunately, they're no better off than they were. Looking forward, it's likely the RBA will sit on their hands in March, but that may not be the case by May, with NAB and other bank economists expecting further rate rises just as Chalmers delivers his next budget. Look out! News | Insights 10k Words | Equitable Investors Market Commentary | Glenmore Asset Management January 2026 Performance News 4D Global Infrastructure Fund (Unhedged) |
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25 Feb 2026 - Performance Report: DAFM Digital Income Fund (Digital Income Class)
[Current Manager Report if available]
25 Feb 2026 - The rise of grounded sustainability and why it's here to stay
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The rise of grounded sustainability and why it's here to stay abrdn February 2026 (4-minute read) In the five years since the Glasgow-based COP26, sustainable investment initially surged. Expectations were high, pledges were ambitious, and many believed capital markets could play a decisive role in addressing climate change and broader environmental and social challenges. But more recently, geopolitical shocks, legal scrutiny and market realities have tempered that optimism. In its place, a more durable approach is emerging, which we describe as grounded sustainability. It's a framework for incorporating sustainability factors into investment decisions, where those factors are financially material and aligned with client mandates. It's evidence-led and recognises inherent trade-offs. Importantly, it's clear about the limits of what investors and companies can achieve within the constraints of public policy. Mandates and market realitiesOver the past five years, conflicts, the global energy crisis, and the resurgence of populist politics have created a more fragmented, unpredictable and idiosyncratic environment. For example, coal use rose during the energy crisis, even as renewable deployment consistently exceeded expectations. This highlights the growing regional and thematic divergence. With this complex backdrop, sustainable investment must balance long-term systemic goals with the constraints imposed by mandates, markets and regulation. Ambition alone isn't enough. It must be combined with pragmatism. Importantly, it must also align with clients' financial objectives and constraints, otherwise commitments risk becoming empty promises - or worse, reputational liabilities. Climate law gets real: from global duties to corporate liabilityLegal frameworks are catching up with climate ambition. The International Court of Justice's (ICJ) recent advisory opinion [1] clarifies that states have a legal duty to prevent environmental harm, including to the climate system. It also clarifies that a lack of regulation doesn't absolve other actors - whether companies, asset managers or investors - from managing foreseeable risks. This shifts climate accountability from voluntary action to legal risk. Policy as a catalystThis is where effective policy matters. Recent European initiatives to align climate objectives with industrial competitiveness and energy security reflect growing recognition that markets alone cannot deliver the transition at scale. Together, they signal a shift from fragmented initiatives to coordinated, state-backed action, while offering companies and investors the long-term policy clarity that has been missing. This is why we are calling for greater long-term policy certainty, which retains strategic intent while limiting unnecessary complexity. This is the essence of grounded sustainability: integrating environmental and social factors when they are material to value, and doing so with clarity, discipline, and alignment to mandates. What does this mean for investors?Sustainability concerns need not be sidelined in financially focused mandates. Forward-looking considerations of material environmental and social risks are fully consistent with long-term value creation. What cannot be justified is pursuing sustainability outcomes that are disconnected from financial objectives, unless explicitly agreed with clients. This is the essence of grounded sustainability: integrating environmental and social factors when they are material to value, and doing so with clarity, discipline, and alignment to mandates. Policy is the missing link. Without it, companies struggle to act without breaching fiduciary duties or losing market share. With it, sustainability themes become investable, scalable, and defensible. Looking forwardWe expect that the rise of climate risks - coupled with increasing energy and mineral demands to facilitate technology advances and the energy transition - will mean that sustainability themes will remain at the heart of many geopolitical tensions. This will apply whether they are presented as energy transition, resilience or strategic government objectives (such as economic competitiveness or national security). Overall, we expect the policy landscape to remain uneven, with less support than previously. But where outcomes align with strategic government objectives, policy support will surely follow. Final thoughts...A recalibration is needed to find an equilibrium, where sustainability is seen as a fundamental tool for making better investment decisions, rather than being wrapped up in unrealistic expectations. The sector needs to evolve from idealism to pragmatism, grounded in legal clarity, mandate alignment and financial materiality. Despite the potentially gloomy outlook, we've seen record investment in the energy transition - twice as much as in fossil fuels. So it's not about abandoning sustainability themes. Rather, it's about doing it deliberately and within real-world constraints. |
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Funds operated by this manager: abrdn Sustainable Asian Opportunities Fund , abrdn Emerging Opportunities Fund , abrdn Sustainable International Equities Fund , abrdn Global Corporate Bond Fund (Class A) |
24 Feb 2026 - Performance Report: Bennelong Emerging Companies Fund
[Current Manager Report if available]
24 Feb 2026 - 2025 Responsible Investment and Stewardship Report
2025 Responsible Investment and Stewardship Report (pdf format)
23 Feb 2026 - Australian Secure Capital Fund - Property Update
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Australian Secure Capital Fund - Property Update Australian Secure Capital Fund February 2026 House prices bounced back in January after a slower December, rising by 0.8% nationally. After slight falls last month, values in Melbourne and Sydney rebounded, while Brisbane, Adelaide, Perth, and Darwin all saw increases of 1.2% or greater. More broadly, the national median dwelling value surged by 9.4% over 2025--almost double the 4.9% national rise seen in 2024. Regional markets outperformed capital cities with a 10.3% annual rise and 1% monthly rise, compared to 9.2% and 0.7% rises, respectively, for the capitals. Across the capital cities, house values in the lower quartile increased by 1.3% in January, compared to a 0.3% rise in the upper quartile.
Source: Cotality HVI, 02 Feb 2026 February Edition Funds operated by this manager: ASCF Select Income Fund , ASCF High Yield Fund , ASCF Premium Capital Fund , ASCF Private Fund
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20 Feb 2026 - Performance Report: Seed Funds Management Financial Income Fund
[Current Manager Report if available]
19 Feb 2026 - Performance Report: Bennelong Twenty20 Australian Equities Fund
[Current Manager Report if available]
19 Feb 2026 - Volatility providing fertile ground in active credit
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Phil Strano: Volatility providing fertile ground in active credit Yarra Capital Management February 2026 In this instance, the direction change is Australia's late 2025 bond selloff, culminating in a 25bp hike from the RBA this week and with the prospect of more hikes through 2026. Looking forward, current market pricing for 2026 shows a widening gap between the RBA cash rate and the FED funds rate, with the pricing of rate hikes in Australia in stark contrast to the US where easing appears virtually certain (refer Chart 1). Chart 1: Cash Rate Futures - US and Australia (%)
Source: Bloomberg, Yarra Capital Management Feb 2026.While the year ahead can pan out differently since actual movements in interest rates in some instances can bear little resemblance to the futures market at any point in time, pricing is always eventually reflected in security valuations across Australian credit and thus impacts investment decisions. For us, higher bond yields in the closing months of 2025 enabled a rebuild of strategic duration at ~1.7 years across both our Enhanced Income and Higher Income strategies. While market timing is never perfect, this duration positioning - where we have a skew to the front end - should help limit any drawdowns from risk offs in 2026. This period reminds us of April 2025, where both strategies generated positive performance despite credit spreads moving materially wider. We believe a similar scenario can play out in 2026 (refer Chart 2). Chart 2: Australian 3-year Interest Rates and ANZ 2033/38 T2 Credit Spreads
Source: Bloomberg, Yarra Capital Management Feb 2026.Another key theme through 2025 was the 6%+ "mania" which appears to be back with gusto. A pool of investors attracted to higher outright yields, especially longer dated major bank T2s, appear to be forgoing adequate credit spread compensation and happily accepting higher spread and interest rate duration risk to achieve their 6%+ yield objectives. Our analysis of the ANZ T2 credit curve illustrates the poor credit spread compensation that is currently on offer for the longer dated 2035 (call) and 2045 (bullet) maturities (refer Chart 3). Chart 3: ANZ T2 $A Securities Credit Spreads and Government Bond 10-year Yields
Source: Yarra Capital Management Feb 2026.Unsurprisingly, the significant contraction in the credit spreads on longer dated T2s is closely correlated with the rise in government bond yields and ANZ's T2 credit curve, as with the other major banks, is unattractively flat. We have taken this opportunity to rotate out of these longer-dated T2s given the inadequate spread compensation, preferring instead to be invested in shorter dated T2s such as the 2030s which are paying comparable credit spreads but with much less risk. While we are rotating out of longer-dated T2s, we remain comfortable investing in longer dated securities provided the credit spread compensation is commensurate to the risk assumed. In early February, we invested in the 5 and 10-year BBB rated Aroundtown bonds. While these securities are more off Broadway than the major bank T2s, the 10-year securities priced at an attractive 200bps credit spread and a yield of 6.72%. This deal provided ~70bps additional compensation for two notches lower credit quality (i.e. approximately double the normal compensation over A- rated major bank T2s). |
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Funds operated by this manager: Yarra Australian Bond Fund , Yarra Australian Equities Fund , Yarra Emerging Leaders Fund , Yarra Income Plus Fund , Yarra Enhanced Income Fund |
18 Feb 2026 - Performance Report: DS Capital Growth Fund
[Current Manager Report if available]
18 Feb 2026 - Australian economic view - February 2026
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Australian economic view - February 2026 Janus Henderson Investors February 2026 (7-minute read) Market reviewSolid domestic data contributed to reinforcing near term lift in yields. The Australian bond market, as measured by the Bloomberg AusBond Composite 0+ Yr Index, rose 0.21%. The Reserve Bank of Australia (RBA) did not meet in January, therefore the cash rate remained at 3.60%. Three-month bank bills rose 10 basis points (bps) to 3.84% by month end. Six-month bank bill yields fell 3bps to 4.09%. Australia's three-year government bond yields ended the month 13bps higher, at 4.27%, 10-year government bond yields were 7bps higher at 4.81%. January was an extraordinary month in terms of global, geopolitical events and central bank uncertainty. From the US demanding Greenland, to ousting the Venezuelan leader, and instigating a criminal probe into Federal Reserve Chair Powell. What is more remarkable is the market's mostly benign response to the newsflow. Amid a general level of uncertainty, demand for assets continues to outweigh any potential global blowback. Peripheral markets are showing the impacts, volatility in gold and silver prices and a weakening US dollar are key indicators of that unease. While these broad events are ongoing, providing a backdrop to the domestic market, at this point, they are not driving them. The local economy shows elevated inflation, with the RBA's main measure, the trimmed mean quarterly series, at 3.4%yoy. The new monthly headline series remains at 3.8%. A series of administrative prices and one-offs have driven the headlines. Underlying this is steadying energy and rent prices, proving some degree of comfort ahead. The labour market remains highly volatile, with large changes month-to-month. The unemployment rate has dropped to 4.1%, but employment growth is low. Consumer confidence has dropped on the prospect of higher interest rate increases, while major city house prices are similarly subdued. A case for RBA hikes can be made this year. The upcoming artificial intelligence (AI) related capital expenditure cycle is expected to contribute significantly to demand and come up against supply constraints. Much of this comes in H2 and beyond. Initially, the household sector remains sensitive but should stabilise. Risk markets continued their solid momentum into 2026. Domestically, corporate and structured credit primary markets opened strongly with a range of issuers issuing bonds. Against a broadly constructive background for credit, the Australian iTraxx Index closed 2bps wider at 66bps, while the Australian fixed and floating rate credit indices returned +0.32% and +0.46% respectively. Market outlookWe have updated our RBA base case, looking for a series of hikes through 2026, into 2027. While our hikes are later than current market pricing, they move higher than that priced into 2027. Our high case is one where inflation remains elevated and the RBA are forced to raise interest rates more than expected in H1 2026, continuing higher through the year and into 2027. This has a 10% weight. Our low case reflects a weaker economic outcome, if global uncertainties are renewed and the labour market deteriorates. We hold a modest long duration position, targeted on the curve, and remain vigilant to take advantage of market mispricing. Monthly focus - Make way for AI InvestmentThe AI investment boom is upon us, we knew it was coming but the third quarter of 2025 showed that its appearance was perhaps sooner than expected. The trajectory is by no means guaranteed. There is a desire by policy makers, and players alike, to facilitate progress but some perspective on quantum, and constraints, provide a useful guideline to the path ahead. The AI sector influence on the economy initially shows up in investment. The productivity enhancements come later. Australia is seen as having a comparative advantage in terms of global geopolitics, economic conditions and availability of renewable energy sources. Given this, it is reported that the build and placement of data centres (DC) in Australia is higher than in comparative countries. Australia will benefit from setting up DC in Australia that service both local and non-Australian clients. The rise in DC building has been dramatic. This captured economist's attention in the third quarter data set, surging ahead. To Q3 2025, per quarter, actual building steadily rose at A$1.1bn, starts have surged to A$2.4bn but all eyes on the work yet to be done (WYTBD) at A$7.3bn. WYTBD are committed, approved developments that are expected to proceed in the next year. While not all will go through, a significant proportion is expected to be developed. The Q3 data for starts is also indicative of the possible pathways. It may not be a smooth process; delays can be expected. These represent a powerful rise in the sector. Mapped against the overall economy though, it may be smaller. The datacentre WYTBD is around 0.25% of nominal GDP at this stage. There have been numerous announcements regarding the pipeline for DC build commitments that will not be in the official ABS data.
If we assume the A$7.6bn increase, then deflate by target inflation, the rise in real private non-residential capital expenditure is an admirable 20%. Assuming it isn't implemented all at once and smooth the spend over multiple years, this would imply an approximate 0.4 percentage point rise in the contribution to real GDP per year. This is not to be ignored, but equally it doesn't suggest another boom period. However, if the media announcements are to be believed, there is a long-term pipeline of around A$150bn. If, and this is a big assumption, this comes about, then there could be a significant contribution to real GDP over a decade. This includes spending on the inputs, such as energy and water, as well as software. There are challenges to the projected implementation of datacentre construction. There has been a crowding out of construction as the public sector utilised available labour and inputs to building, creating roadblocks to rapid build out in the private sector. This will ease as the public build moderates. Energy and Transmission Energy is significant for DC and AI. DC are energy intensive and have huge energy, and thus transmission, needs. Increasingly, DC are saying they will provide their own energy, predominantly through renewables. The electricity building on WYTBD is larger than that of DC, and while AI and DC are a large part of this, the changing needs of the entire energy sector is also behind the ramp up. The WYTBD now equates to just shy of 3% of GDP on a nominal basis. Much of the acceleration since 2024 has been in the public sector, while private plans have been flat, after a sharp rise though 2022-2023. That will need to change if private energy generation is to be used to meet the new AI needs. Given the increasing focus on the social aspect of energy, and water, usage, often referred to as the energy trilemma of reliability, affordability and sustainability, combined with tight supply and rising costs, it should be expected that heavy users such as DC, and others, will meet their energy needs outside of the public provision. This can be represented as a capital expenditure tailwind, or an investment headwind. It is likely there is a bit of both. Some investors will be able to go ahead with private access to their energy, and water, needs. Others will see the costs, delays and social license as too high a barrier. Spending on actual AI itself will likely increasingly factor into the equation. Overall software spend has already surpassed the late 1990's boom and should further increase. As AI becomes cheaper per user, and other versions appear, this growth may slow. The generalised rise in overall spend thus far is also likely to represent the increased digitisation of lives and workforces that was already underway. AI adds to this. We would consider the contribution to growth to maintain on a steady path from here. Views as at 1 February 2025. |
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Funds operated by this manager: Janus Henderson Australian Fixed Interest Fund , Janus Henderson Conservative Fixed Interest Fund , Janus Henderson Diversified Credit Fund , Janus Henderson Global Natural Resources Fund , Janus Henderson Tactical Income Fund , Janus Henderson Australian Fixed Interest Fund - Institutional , Janus Henderson Conservative Fixed Interest Fund - Institutional , Janus Henderson Cash Fund - Institutional , Janus Henderson Global Multi-Strategy Fund , Janus Henderson Global Sustainable Equity Fund , Janus Henderson Sustainable Credit Fund All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect. The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Whilst Janus Henderson believe that the information is correct at the date of publication, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson to any end users for any action taken on the basis of this information. |
10 Feb 2026 - Magellan Global Equities Quarterly update January 2026
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Magellan Global Equities Quarterly update January 2026 Magellan Investment Partners January 2026 (Viewing time: 14 mins) |
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Against a backdrop of elevated market volatility, shifting monetary policy and divergent market dynamics, Portfolio Managers Alan Pullen and Casey McLean share their latest quarterly update on the Magellan Global Equities strategy. They discuss the impact of diverging interest-rate paths, the maturing AI trade and signs of a rotation in global equity markets. They also reflect on company earnings, broader market conditions and where they see opportunities. Looking ahead, Alan and Casey share their outlook and how the portfolio is positioned. |
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Funds operated by this manager: Magellan Global Fund (Open Class Units) ASX:MGOC , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Global Fund (Hedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT) Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Magellan Investment Partners ('Magellan Investment Partners') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan Investment Partners financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellaninvestmentpartners.com Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan Investment Partners financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. No guarantee is made that such information is accurate, complete or timely and no warranty is given regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan Investment Partners or the third party responsible for making those statements (as relevant). Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan Investment Partners will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material. Any third-party trademarks contained herein are the property of their respective owners and Magellan Investment Partners claims no ownership in, nor any affiliation with, such trademarks. Any third-party trademarks contained herein are the property of their respective owners, are used for information purposes and only to identify the company names or brands of their respective owners, and no affiliation, sponsorship or endorsement should be inferred from such use. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan Investment Partners. (080825-#W17) |
9 Feb 2026 - How to get the most from Fundmonitors | Webinar Recording 04 August 2025
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How to get the most from Fundmonitors Webinar Recording FundMonitors.com 04 August 2025 |
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To help you get a better understanding of the www.fundmonitors.com database, watch this webinar recording to help you learn to navigate the database and get the most out of its powerful fund analytics. The webinar covered the following:
If you like to see just 1 aspect of the webinar feel free to jump to the relevant timestamp: |
5 Feb 2026 - Expert Analysis of the RBA's February 03 Rate Decision
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Expert Analysis of the RBA's February 03 Rate Decision FundMonitors.com February 2026 |
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Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management. The discussion examines the Reserve Bank of Australia's latest rate hike, with both guests arguing the RBA misjudged conditions by cutting rates last year and is now reacting too heavily to short-term data. They highlight the role of policy lags, the strengthening Australian dollar, and bond market signals, warning that further tightening risks overshooting and undermining economic stability. |
27 Jan 2026 - Magellan Infrastructure Quarterly Update January 2026
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Magellan Infrastructure Quarterly Update January 2026 Magellan Investment Partners January 2026 (Viewing time: 15 mins) |
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Following a strong year for listed infrastructure assets, Co-Heads of Infrastructure and Portfolio Managers Ofer Karliner and Ben McVicar provide an overview of performance drivers and the outlook for the sector. They reflect on companies that performed well during the final quarter of 2025, as well as areas that lagged. They also discuss the key risks and opportunities facing the infrastructure sector in 2026 and outline how the portfolio is positioned to manage these risks while remaining exposed to long-term structural growth themes across global infrastructure. |
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Funds operated by this manager: Magellan Global Fund (Open Class Units) ASX:MGOC , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Global Fund (Hedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT) Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Magellan Investment Partners ('Magellan Investment Partners') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan Investment Partners financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellaninvestmentpartners.com Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan Investment Partners financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. No guarantee is made that such information is accurate, complete or timely and no warranty is given regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan Investment Partners or the third party responsible for making those statements (as relevant). Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan Investment Partners will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material. Any third-party trademarks contained herein are the property of their respective owners and Magellan Investment Partners claims no ownership in, nor any affiliation with, such trademarks. Any third-party trademarks contained herein are the property of their respective owners, are used for information purposes and only to identify the company names or brands of their respective owners, and no affiliation, sponsorship or endorsement should be inferred from such use. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan Investment Partners. (080825-#W17) |
15 Dec 2025 - Expert Analysis of the RBA's December 9 Rate Decision
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Expert Analysis of the RBA's December 9 Rate Decision FundMonitors.com December 2025 |
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Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management. In this discussion, they share their perspectives on the RBA's recent rate decisions, whether cuts came too early, and how inflation dynamics, subsidies, and employment data are shaping economic expectations. They also explore the likelihood of future rate movements and what investors should watch heading into 2026. |
24 Nov 2025 - Manager Insights | Magellan Investment Partners
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Chris Gosselin speaks with Alan Pullen from Magellan Investment Partners about the philosophy behind the Magellan Global Opportunities Fund. Alan explains how the team focuses on high-quality global businesses, disciplined valuation, and long-term investing-especially important amid today's AI-driven market volatility.
Funds operated by this manager: Magellan Global Fund (Open Class Units) ASX:MGOC , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Global Fund (Hedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT) |
14 Nov 2025 - What Really Causes a Market Crash
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What Really Causes a Market Crash Marcus Today October 2025 4-minute read
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What could tip the market over? Well, let me ask you this question - what caused the 1987 crash? Don't know? No, you don't know because there wasn't one specific reason for the 1987 crash. When the dam cracks, you don't go looking at the first drop that came through the first crack and analyse it to find out why it cracked. Because the reason the dam cracked is that, in the year and a half prior to the 1987 crash, the Australian market went up over 100%. What cracked the dam and caused the crash was a build-up of pressure over a long period of time, which eventually broke. Analysing the first drop - why it happened - was irrelevant. We were sitting in Buckmaster & Moore in the UK, and we had one guy on the desk who was a young bloke. He had a client in the US, and doing a few tickets in those days was meaningful because the commissions were about 1.6%, and they went up if the order was larger. Anyway, this young guy started ripping off red tickets - red ticket, red ticket - writing out another one, couldn't write fast enough. He was on the direct line to the dealer at one particular institution - red ticket, another red ticket, another order, another order. By lunchtime, the partners, who sat on the plinth higher than everybody else (such was the hierarchy in those days), took us all out to lunch at the Mithras Bar for pints of Pimm's to celebrate how much business he'd done. We came back from lunch, and he started writing more red tickets - more and more. The hilarity and joy turned to concern. The partners started ringing up people in the industry to check whether these orders were legitimate. They rang the bosses of the dealer at the fund manager, and they said, "Yes, it's okay - keep doing the orders. They're legitimate. He's not a rogue trader." So, the first thing the partners did was start selling their own shares. Then they started ringing their best clients and saying, "This fund manager's selling - you need to start selling, because the market is way up there." And this big institutional fund manager started to sell. Before you knew where you were, everybody was trying to get ahead of everybody else selling. It turned out that these partners had rung other brokers to ask, "Are you, by any chance, getting a particular institution selling a lot of stock?" And they said yes. It turned out that this institution, which was US-based, had sat in its ivory tower in New York and decided it was going to reduce its equity exposures across the world. That meant, in the UK, it had so many billion pounds of stock to sell. It passed the order to the UK office, and the UK office, in order to get it done, had to go to every broker and give them a whole load of orders - and everything cascaded from there. That's what starts a sell-off - a big institution, part of the herd, takes the lead and starts selling. So, what we have to watch out for when the market's up here - and we're not in a bubble at the moment, but we're certainly elevated - is this: For some reason, and it won't necessarily be logical or obvious (and the guy who writes the morning report in the newspaper won't know, but he'll make something up), someone is going to sit in an asset allocation meeting in New York or Singapore or Sydney and decide that their funds management group, which is running hundreds of billions, is going to start exiting Big Tech or exiting equities. And before you know it, you're going to see sell orders coming into the market. The moment the herd - already sensitive to a top - hears that, it'll join in, and the market will cascade. It may not need a catalyst. There may be no headline that day. It'll just start. If it hasn't really got a catalyst, it probably won't last long - it'll probably come back pretty quickly. But it can happen when the market's under pressure, as it is now, with this year's performance and the benefit of the doubt still being given to Big Tech earnings. All the Big Tech stocks are priced for perfection - and many others as well. We're vulnerable to some big fund manager deciding to sell. And everybody will chase them. We're doing 200 miles an hour with our hair on fire. Fund managers aren't stupid - they know one of them will change their mind. Look out for that day. DISCLAIMER: This content is for general information purposes only and does not constitute personal financial advice. Please consider your own circumstances or seek professional advice before making investment decisions. |
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4 Nov 2025 - Magellan Global Quarterly Update
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Magellan Global Quarterly Update Magellan Asset Management October 2025 (Viewing time: 17 mins) |
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Head of Global Equities Arvid Streimann and Portfolio Manager Casey McLean provide an update on the Magellan Global Fund, reflecting on a quarter dominated by strong equity market performance and heightened investor focus on AI and semiconductor companies. |
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Funds operated by this manager: Magellan Global Fund (Open Class Units) ASX:MGOC , Magellan Infrastructure Fund , Magellan Global Opportunities Fund No.2 , Magellan Infrastructure Fund (Unhedged) , Magellan Global Fund (Hedged) , Magellan Core Infrastructure Fund , Magellan Global Opportunities Fund Active ETF (ASX:OPPT) Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Magellan Investment Partners ('Magellan Investment Partners') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan Investment Partners financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellaninvestmentpartners.com Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan Investment Partners financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. This material may include data, research and other information from third party sources. No guarantee is made that such information is accurate, complete or timely and no warranty is given regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan Investment Partners or the third party responsible for making those statements (as relevant). Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan Investment Partners will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material. Any third-party trademarks contained herein are the property of their respective owners and Magellan Investment Partners claims no ownership in, nor any affiliation with, such trademarks. Any third-party trademarks contained herein are the property of their respective owners, are used for information purposes and only to identify the company names or brands of their respective owners, and no affiliation, sponsorship or endorsement should be inferred from such use. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan Investment Partners. (080825-#W17) |
3 Nov 2025 - Manager Insights | East Coast Capital Management
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Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management. Simone shares how clear, sustained trends across commodities, precious metals, and tech equities powered a standout quarter for East Coast Capital, emphasizing the strength of their fully systematic, data-driven strategy that thrives on market momentum and delivers steady, uncorrelated returns.
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31 Oct 2025 - Expert analysis on what the RBA will do next Tuesday, November 4
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Expert analysis on what the RBA will do next Tuesday, November 4 FundMonitors.com 31 October 2025 |
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Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management, and Renny Ellis, Director & Head of Portfolio Management at Arculus Funds Management. In this insightful discussion, the trio unpack the latest Australian inflation figures for the September quarter and consider what they might mean for interest rates, economic momentum, and investor sentiment heading into 2025. With the Reserve Bank's next move under close scrutiny, the conversation explores the data behind the numbers -- and what could lie ahead for markets and monetary policy. |
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