Tag Archives: Interest Rates

Magellan Global Fund Update – April 2013

In this webcast, Hamish Douglass discusses: Cyprus and developments in the Eurozone; China’s debt level & its potential implications for Australia; current valuations of our US-listed exposure; and Microsoft – the case for its addition to the Magellan Global Fund.   Magellan Global Fund Update - April 2013

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Term deposits: where to from here?

Cash will always play an important role in a diversified investment strategy. However, its relative importance among retail investors has increased in recent years due to a lack of confidence in the share market and economic recovery. Even though economic conditions in the US and Europe appear to have stabilised, … Continue reading

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Magellan Global – Investor Update December 2012

In this webcast update Hamish Douglass discusses: Obama’s re-election & the impending ‘fiscal cliff’; the transition of political power in China; the European economy; and the Magellan Global Fund’s portfolio composition.     The Fiscal Cliff – What is it? The “Fiscal Cliff” is a term coined by Ben Bernanke … Continue reading

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Are things looking better in the US in 2013?

MARKET INSIGHT The rebound in the US sharemarket since the October 2011 lows has been very impressive.  Indeed investors with the courage to enter the market when it was in free-fall last year have been highly rewarded with a return of 28.4% plus dividends over the past 13 months, however, … Continue reading

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US Election Sharemarket Implications

The key points are as follows: – The November 6 US Presidential election has more significance than usual given the policy differences between the two candidates and urgent need to reduce the “fiscal cliff” that will be reached on January 1. – Ultimately the “fiscal cliff” is likely to be … Continue reading

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Boomers keep on working

  Back in harness … Lynda Roberts returned to the real estate industry after 24 years.   The GFC was the final nail in the coffin for retiring at age 55. Each year working beyond age 55 extends retirement capital by three years, writes Lesley Parker. There was a time … Continue reading

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Get up and Grow – Free e-book for people in their 30′s & 40′s

How you manage your finances when you’re in your 30s and 40s will have a huge impact  on your future. Like a new garden, your finances are sensitive to their environment and  need your attention if they’re going to flourish. But with the right care, your finances have the potential … Continue reading

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Magellan Global Insights – June 2012

Hamish Douglass’ latest observations on the European sovereign debt crisis, his view on the evolution of the US economic recovery and what we can expect from China.

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Should your SMSF be working harder?

Editorial June 2012             Self Managed Super Funds (SMSFs) are rapidly becoming the vehicle of choice for many who want more control over how their retirement savings are invested, but given the economic uncertainty we’ve experienced since the start of the global financial crisis, it’s … Continue reading

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What has happened to term deposit rates and fixed rate bond prices since the cash rate cut?

A few weeks ago we compared changes in the cash rate to the average term deposit rate across all maturities of the major four banks. On the 1 May 2012, the Reserve Bank surprised the market and cut the cash rate by 50bps, double the expected cut of 25bps. Since … Continue reading

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