McDonald’s in, Netflix out: The new face of Magellan reveals her picks - Sydney Morning Herald

Magellan’s global equity fund, co-managed by Nikki Thomas, will be a key influence on whether the embattled money manager can turn things around.

Thomas is also bullish on payments giants Visa and Mastercard (both key Magellan holdings), saying their revenue, charged as a percentage of transactions, will increase as prices rise. As we spend mo… [+5011 chars]

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