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Printed: 07 July 2022 12:28 AM

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10 Feb 2022 - Global Strategy Update
By: Magellan Asset Management

Global Strategy Update

Magellan Asset Management

January 2022


Hamish Douglass discusses why the less-threatening Omicron variant still comes with inflation implications, why he's recently invested in two companies exposed to structural growth in global travel and why today's stock market reminds him of 1999's. 


Funds operated by this manager:

Magellan Global Fund (Hedged)Magellan Global Fund (Open Class Units) ASX:MGOCMagellan High Conviction FundMagellan Infrastructure FundMagellan Infrastructure Fund (Unhedged)MFG Core Infrastructure Fund

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