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Magellan Global Quarterly Update January 2026
Автор: Magellan Investment Partners
Загружено: 2026-01-19
Просмотров: 25
Описание: Against a backdrop of elevated market volatility, shifting monetary policy and divergent market dynamics, Portfolio Managers Alan Pullen and Casey McLean share their latest quarterly update on the Magellan Global Equities strategy. They discuss the impact of diverging interest-rate paths, the maturing AI trade and signs of a rotation in global equity markets. They also reflect on company earnings, broader market conditions and where they see opportunities. Looking ahead, Alan and Casey share their outlook and how the portfolio is positioned.
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