Expert analysis on what the RBA will do next Tuesday, July 8

FundMonitors.com

July 2025

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.

With the RBA widely expected to cut rates next week, the discussion explores whether inflation, GDP weakness, and labor market strength justify a move--or argue for patience. Both managers weigh the risks of overstimulating the economy versus acting too late, in the context of local and global dynamics.

Webinar Recording | How to get the most from Fundmonitors

FundMonitors.com

23 June 2025

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:

• Accessing the site
• Selecting and comparing funds
• Peer group analysis
• Building and managing a watchlist
• Creating a portfolio
• FACTORS Research

Webinar Recording | How to get the most from Fundmonitors

FundMonitors.com

17 June 2025

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:

• Accessing the site
• Selecting and comparing funds
• Peer group analysis
• Building and managing a watchlist
• Creating a portfolio
• FACTORS Research

The big issues for investors coming out of Washington

Magellan Asset Management

May 2025

The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it's a good time to draw on the thoughts and the insights of a Washington insider. National Security Expert Michael Allen, who was a Special Assistant to former President George W. Bush shares his thoughts in a wide-ranging interview. Magellan Head of Global Equities and Portfolio Manager Arvid Streimann talks with Michael about tariffs, the US government deficit, the Democrats, the US's technological lead over China and the Chinese military buildup.

Funds operated by this manager:

Magellan Global Fund (Hedged), Magellan Core Infrastructure Fund, Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged)

Important Information: 

Copyright 2025 All rights reserved. Units in the funds referred to in this podcast are issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No. 304 301 ('Magellan'). This material has been delivered to you by Magellan 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 financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. 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 and no guarantee is made that any forecasts or predictions made will materialise. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan 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. 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. Further important information regarding this podcast can be found on the Insights page on our website, www.magellangroup.com.au.

Webinar Recording:

Impact of Tuesday's RBA Rate Decision on the Market

FundMonitors.com

May 2025

Watch our recent webinar where leading investment professionals discussed the implications of the Reserve Bank of Australia's latest rate decision and its effect on markets.

Our expert panel featured:

• Nick Chaplin, Portfolio Manager, Seed Funds Management - Hybrid Securities, Bonds, and Fixed Interest
• Winston Sammut, Portfolio Manager, Euree Asset Management - Property and Multi-Assets
• Alex Pollak, CIO and Founder, Loftus Peak Global Disruption Fund

Gain timely insights into how key sectors are responding and what this could mean for investors. 

Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Brennan, Strategy Ambassador at East Coast Capital Management.

They discussed the challenges and opportunities faced by trend following strategies during a volatile first quarter, the role of diversification across asset classes and geographies, and East Coast Capital's strong long-term performance, including the importance of dynamically adjusting portfolios to shifting market regimes.

The ECCM Systematic Trend Fund has a track record of 5 years and 3 months and has outperformed the SG Trend benchmark since inception in January 2020, providing investors with an annualised return of 14.7% compared with the benchmark's return of 6.38% over the same period.

Funds operated by this manager: ECCM Systematic Trend Fund

Chris Gosselin, CEO of FundMonitors.com, speaks with  Michael Poulsen, Co-founder and Portfolio Manager at Canopy Investors. 

Michael shares insights into Canopy's global small and midcap investment strategy, its long-term, quality-driven approach, and how the partnership with Bennelong enables the team to focus on delivering strong returns through concentrated, high-conviction portfolios.

Trump's Tariffs: A game changer or investment opportunity?

Magellan Asset Management

April 2025

Head of Global Equities and Portfolio Manager Arvid Streimann, along with Investment Director Elisa Di Marco, discuss Trump's latest tariff announcements and their implications for investment markets. Arvid provides his perspective on the escalating trade tensions, their impact on portfolios, and highlights opportunities for long-term investors amid the market volatility.

Funds operated by this manager:

Magellan Global Fund (Hedged), Magellan Core Infrastructure Fund, Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged)

Important Information: 

Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') 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 financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au.

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 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. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties 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. 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 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 claims no ownership in, nor any affiliation with, such trademarks.   Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. 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.

Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Grace, Head of Digital Asset Strategy at Digital Asset Funds Management.

They discussed the evolving landscape of digital assets, exploring trends, opportunities, and the challenges faced by investors in this rapidly changing sector.

Funds operated by this manager: Digital Asset Fund (Bitcoin Index Class), Digital Asset Fund (Digital Opportunities Class B), Digital Asset Fund (Digital Opportunities Class)

Chris Gosselin, CEO of FundMonitors.com, speaks with Winston Sammut, Property Director at Euree Asset Management.

They discuss the global market reaction to Donald Trump's tariff announcements, as investors shift to safer assets amid rising uncertainty, falling interest rates, and fears of a trade war, with flow-on effects for REIT valuations and broader market sentiment.