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Lachlan Maddock

Editor

Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.

Lachlan Maddock results

Bizarre proxy saga ends with a bang

Treasurer Josh Frydenberg’s proxy reforms have been blown out of the water. The question that remains is why they were ever proposed in the first place. The decision to disallow Frydenberg’s proxy advice regulations marks the end of a deeply weird saga where Treasury tried to annihilate an entire industry – that barely anybody had…

Lachlan Maddock | 11th Feb 2022 | More
Super war chests, ‘$12 trustees’ under fire

The Morrison Government has so-called “$12 trustees” in its crosshairs after they amended trust deeds to levy members for potential penalties. But APRA believes funds might collapse without them. The Morrison Government’s amendment to Section 56 of the SIS Act was intended to prevent super funds from paying penalties using member money, but – as…

Lachlan Maddock | 11th Feb 2022 | More
EM investors see a stock picker’s dream

The woes never seem to end in emerging markets, but their proponents see the current upheaval as a chance to take advantage of dirt-cheap valuations. China’s regulatory crackdown still has investors running scared, but Joseph Lai, chief investment officer of Ox Capital, says he and his team are like “kids in a candy shop”. Lai…

Lachlan Maddock | 9th Feb 2022 | More
Douglass departure has silver lining

Magellan’s funds are unlikely to survive the departure unscathed, but commentators seem to believe the business will be better for the long-term. There seemed to be little sign that Hamish Douglass was in distress last week. He happily talked his book at a Morningstar conference as a horde of retail investors grew increasingly frustrated on…

Lachlan Maddock | 9th Feb 2022 | More
‘Shrouded in secrecy and trickery’: Proxy showdown looms

A prospective Labor government would strike out Treasurer Josh Frydenberg’s proxy advice reforms – if Parliament doesn’t do it first. The proxy advice reforms will in be Labor’s crosshairs as Parliament resumes, with shadow minister for financial affairs Stephen Jones calling them “one of the worst policies I have seen in my 10 years in…

Lachlan Maddock | 9th Feb 2022 | More
  • Hamish Douglass is hoping for rain

    An ugly situation in markets could be just the thing Hamish Douglass needs to reverse the fortunes of Magellan. But there’s no telling what will happen when it arrives. Hamish Douglass is hoping for rain – or really, the whole storm. He can’t guarantee that Magellan’s flagship global equities fund will do better in one,…

    Lachlan Maddock | 3rd Feb 2022 | More
    Avoiding the inflation volatility shipwreck

    For investors trying to figure out how to navigate inflation volatility, an infamous shipwreck might hold the answers. The question of whether inflation is transitory or structural is likely the wrong question to be asking.UK-based investment house Ruffer believes that it’s both: that the inflation tide will come in and go back out repeatedly, bringing…

    Lachlan Maddock | 3rd Feb 2022 | More
    ‘Not a colossal train wreck’, but bubble warnings abound

    As investors speculate on whether the bubble will pop or already has, there’s fewer and fewer safe havens to be found. But it’s worth remembering that it’s not necessarily the end of the world. Yes, the bubble is going to pop, has popped, or is popping. Investors are either about to feel the pain or…

    Lachlan Maddock | 3rd Feb 2022 | More
    Frydenberg’s proxy reforms on thin ice

    Opposition to Treasurer Josh Frydenberg’s proxy advice reforms is growing, with one key Liberal senator questioning his use of the regulations power and warning of a possible disallowance. While not disagreeing with the reforms in principle, senator Concetta Fierravanti-Wells – head of the standing committee for scrutiny of delegated legislation – questioned why Frydenberg had…

    Lachlan Maddock | 2nd Feb 2022 | More
    Why fundies ‘fade to mediocrity’

    While some say Aoris is an “early Magellan”, chief investment officer Stephen Arnold has no intention of going down the same path that other Australian fund managers have taken. The problem that lies at the heart of active funds management is well-understood: very few will ever outperform the market over a long timeframe. It’s a…

    Lachlan Maddock | 2nd Feb 2022 | More
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