Magellan Minutes: When volatility provides opportunity
Magellan’s Arvid Streimann provides a backdrop of the current events markets are experiencing and why all this volatility might just provide some great opportunities.
Read MoreMagellan Minutes: The great ‘chip’ saga continues
Magellan’s Adrian Lu discusses the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.
Read MoreMagellan Minutes: Is it time to get excited by tech?
In this video, we hear from Magellan’s Ryan Joyce as he provides an overview of why the tech sector has recently underperformed and where the opportunities lie ahead.
Read MoreMagellan Sep 2022 Infrastructure Strategy Update
Gerald Stack and Ofer Karliner discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure Strategy.
Read MoreMagellan Sep 2022 Global Strategy Update
PM Nikki Thomas discusses how Magellan’s Global Portfolios are currently positioned and which quality companies are well placed to deliver growth in the years ahead.
Read MorePaying Attention to Global Listed Infrastructure
Magellan’s Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest rates.
Read MoreThe World Confronts an Unusual Number of Difficulties
Many unusual events are taking place as far as the world economy is concerned, with policymakers acting to place the world on a steadier path. Success, however, is far from assured.
Read MoreMagellan Analyst Round Table 2022
In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer staples.
Read MoreStock Story: Nestlé
Magellan explains how the Swiss giant with a history stretching to 1866 has, under CEO Mark Schneider, used innovation that enhances everyday brands to strengthen its moat.
Read MoreCybersecurity and Computer Chip Shortages
With cybersecurity and computer chip shortages still global concerns, Magellan’s Adrian Lu looks at the future of Enterprise Software companies and how they are addressing these key issues.
Read MoreTech Sector Outlook and What Matters to ‘Meta’
Magellan’s Ryan Joyce talks about the current valuation of the tech sector and why 2020 and 2021 created the ‘perfect storm’, with a deeper look into Meta and some news from Alibaba.
Read MoreNovartis, US Political Risks and Investing in Cancer Research
Magellan’s John Wylie reviews Novartis, looks at US political risks to the healthcare sector, and addresses how cancer research innovation may translate to investment profits.
Read MoreMagellan Minutes: Financials and ICE continue to shine
Magellan’s Al Pullen analyses the winners and losers within the financial sector, looks at why ICE remains an attractive investment and whether inflation will impact the current cryptocurrency trend.
Read MoreNew Age Currencies vs Visa & Mastercard
Magellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition.
Read MoreUS Stock Story: Intercontinental Exchange
Magellan takes a look at Intercontinental Exchange, a pioneer of digitalised financial markets that owns the New York Stock Exchange among others.
Read MoreMagellan Infrastructure Strategy Update
Magellan Portfolio Manager Ofer Karliner provides an update on the Infrastructure sector, discusses what trends he’s seeing in the uptake of global travel and the risks of inflation.
Read MoreMagellan High Conviction Strategy Update
Magellan Portfolio Manager Chris Wheldon provides an update on Magellan’s High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.
Read MorePicking the Winners from ‘Creative Destruction’
As an investment manager, Magellan’s approach is to deliberately narrow our investment universe. Sometimes this means we can miss out on returns as the bandwagon trumpets the latest must-have stock. But we’re fine with that.
Read MoreMagellan Minutes: The Cloud and Cybersecurity
What is the “Cloud”? How important is cybersecurity and what can we learn from the recent hacks on high profile companies like Microsoft? Magellan’s Adrian Lu discusses these topics and more.
Read MoreMagellan Minutes: Is Society Going Cashless?
The move towards a cashless society continues apace, but does this mean the end to physical cash as we know it? Magellan’s Dom Giuliano tackles this and other issues from the sector.
Read MoreMagellan Minutes: Technology Sector Update
Netflix and Alibaba: Are they still attractive investments? Ryan Joyce from Magellan Asset Management gives his thoughts on these and other technology sector matters.
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