James specialises in the theory and best practice of portfolio construction and management. His success within national and international investment banks led him to become a Co-Founder of Steward Wealth and he is a regular columnist for the Australian Financial Review.
In this webcast, Hamish Douglass, CEO and Portfolio Manager of the Magellan Global Fund, discusses:
His current outlook for the US recovery;
The US unemployment rate;
Timing around the QE tapering;
The European economic recovery; and
Magellan Global Fund’s portfolio positioning.
Magellan Global Fund Update – December 2013
You can access the video by clicking on the link above.
Source: Magellan Asset management
Important Information: Units in the Magellan Global Fund are issued by Magellan Asset Management Limited (ABN 31 120 593 946, AFS Licence No 304 301).
This material has been provided for general information purposes and must not be construed as investment advice. This material has been prepared without
taking into account the investment objectives, financial situation or particular needs of any particular person. Investors should consider obtaining professional investment advice tailored to their specific circumstances, and
should read the relevant Product Disclosure Statement (PDS) prior to making any investment decisions. The PDS is available at www.magellangroup.com.au or can be obtained by calling 02 8114 1888.
This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should also obtain a copy of and consider the Product Disclosure Statement before making any decision on a financial product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.