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Megatrends for 2025 and beyond

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities, but they also create investment opportunities and risks. What Magellan has learned from historical megatrends is: 1) they often solve a problem through innovation; 2) the scope of the megatrend can initially be underestimated; and 3) the duration of a megatrend is typically longer than anticipated. There are numerous megatrends likely to influence markets that investors should consider: the shift to the cloud and generative AI, the ageing population, rising geopolitical tensions and so on. Today we highlight just some of the megatrends we are monitoring at Magellan.

Investment ThemesInvestor Education
4 Nov 2024
 · Alan Pullen
 · 6 MIN READ

Boost your returns with founder-led investing

Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary. There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.

Managed FundInvestment ThemesInvestor Education
22 Aug 2024
 · Ankita Rai
 · 5 MIN READ

Does momentum investing work?

Momentum is defined as ‘the impetus gained by a moving object.’ It’s an important concept that's at the heart of most success.. Tony Robbins explains why: ‘People who succeed have momentum. The more they succeed, the more they want to succeed, and the more they find a way to succeed.’

Managed FundETFInvestment Themes
20 Aug 2024
 · Simon Turner
 · 4 MIN READ

Time to be overweight Japan

For many years since its 1989 peak the Japanese stock market underperformed its developed world counterparts, and most global investors’ Japanese allocations trended lower. But that was then and this is now. The Japanese market recently broke through its 1989 peak propelled by improved governance, yen weakness, and better capital management.

Managed FundSharesInvestment Themes
16 July 2024
 · Simon Turner
 · 5 MIN READ

Why there’s buzz about the arrival of bitcoin ETFs

Bitcoin is now much easier to own for Aussie investors thanks to the ASX listing of the first such ETF last week. The move follows the lead of the US market, which opened the door to bitcoin ETFs in January this year. Investors have since poured billions of dollars into cryptocurrency ETFs, with US bitcoin ETFs collectively amassing over $57 billion of inflows within three months of launch, including offerings from BlackRock, Fidelity Investments, and VanEck.

Investor EducationInvestment ThemesCryptocurrency & Blockchain
26 June 2024
 · Ankita Rai
 · 6 MIN READ

Get ready for the next leg of the AI-powered data centre real estate boom

Despite the ongoing economic slowdown and persistently high office vacancy rates, there are promising signs that the commercial property market is gearing up for a rebound. The rapid expansion of the data centre sector, fuelled by the exponential growth of generative AI and cloud computing, is driving a noticeable surge in commercial real estate activity, both locally and globally. Major players in the industry, such as Equinix, Digital Realty, Blackstone, and Goodman Group, are ramping up their investments in this fast-growing sector, reflecting their widespread confidence in its potential.

PropertyInvestment ThemesInvestor EducationShares
13 June 2024
 · Ankita Rai
 · 6 MIN READ

Global tech stocks now tick income investors’ boxes

Global tech companies, once focused solely on rapid growth, are now adopting a strategy typical of more traditional value businesses — issuing dividends. Meta's introduction of its maiden dividend earlier this year marked a significant departure from the tech sector's usual emphasis on buybacks. Shortly after, Salesforce, Booking, and Alphabet followed suit, announcing dividends for the first time.

SharesInvestor EducationInvestment ThemesAsset Allocation
30 May 2024
 · Ankita Rai
 · 5 MIN READ

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The Calm in the Storm: Finding Growth in Disruption
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The Calm in the Storm: Finding Growth in Disruption

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