Funds Management /
by Magellan Financial Group -
A month ago
31 Jan 2024 - Gerald Stack discusses the impact of interest rates on the infrastructure sector and how this affects company valuations. Gerald also provides insight on movements wi…
Funds Management /
by Magellan Financial Group -
A month ago
29 Jan 2024 - Behind the success of the world’s most famous quick-service chicken restaurant, the world’s second-largest pizza chain and the US’s leading Mexican-style franchise si…
Funds Management /
by Magellan Financial Group -
A month ago
29 Jan 2024 - Vinci is built around the pillars of its concessions and contracting operations. From our perspective, the most attractive part of its business is the large and diver…
Funds Management /
by Magellan Financial Group -
A month ago
25 Jan 2024 - Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as …
Funds Management /
by Finance News Network -
5 months ago
17 Oct 2023 - Insights into the developments and opportunities in Artificial Intelligence (AI). The frontrunners in this space and the challenges and future growth of this sector.
Funds Management /
by Finance News Network -
10 months ago
17 May 2023 - Investment Analyst Yathavan Suthaharan discusses why railroads are an attractive infrastructure investment, recent events at Norfolk Southern and what the hype is aro…
Funds Management /
by Finance News Network -
10 months ago
15 May 2023 - Elisa Di Marco, Portfolio Manager – MFG Core International and Core ESG Fund discusses ESG-linked government policies, the real-world impacts of these policies and th…
Funds Management /
by Finance News Network -
10 months ago
11 May 2023 - Portfolio Manager Alan Pullen discusses the recent bank defaults, the impact of interest rates on banks in general and where he sees opportunities in the financial se…
Funds Management /
by Finance News Network -
10 months ago
09 May 2023 - Investment Analyst Adrian Lu explains what Chat GPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and …
Funds Management /
by Finance News Network -
10 months ago
27 Apr 2023 - Head of Infrastructure, Gerald Stack looks at how the infrastructure sectors have fared over the past quarter, and addresses concerns about high inflation and provide…
Funds Management /
by Finance News Network -
10 months ago
24 Apr 2023 - Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuat…
Funds Management /
by Finance News Network -
11 months ago
12 Apr 2023 - Magellan Portfolio Manager, Alan Pullen, provides a timely update on the financials sector in light of the recent volatility we’ve seen with banks in the US and Europ…
Funds Management /
by Finance News Network -
11 months ago
27 Mar 2023 - Quality is a frequently used term in investing, but from Magellan’s experience definition really does matter. Why? Because not all company fundamentals are the same. …
Funds Management /
by Finance News Network -
A year ago
02 Feb 2023 - Magellan’s Deputy CIO, Head of Infrastructure and Portfolio Manager, Gerald Stack, mentions the challenges that the Infrastructure portfolio faced in 2022. Gerald des…
Funds Management /
by Finance News Network -
A year ago
28 Jan 2023 - Magellan’s Portfolio Managers Nikki Thomas, CFA and Arvid Streimann, CFA, discuss how they are viewing the current inflationary environment and chances of a recession…
Funds Management /
by Finance News Network -
A year ago
05 Dec 2022 - The consumer sector has held up relatively well over the past 6 months, however there are signs of both strength and weakness ahead. Join Hannah Dickinson as she shar…
Funds Management /
by Finance News Network -
A year ago
26 Nov 2022 - Decarbonisation is a topical theme in markets right now and there is plenty of excitement around the scope of the investment opportunities ahead. Hear from David Cost…
Funds Management /
by Finance News Network -
A year ago
17 Nov 2022 - Hear from Elisa Di Marco as she takes a closer look at the performance and outlook for two of Magellan’s portfolio companies; Visa and Mastercard, and discusses how t…
Funds Management /
by Finance News Network -
A year ago
15 Nov 2022 - From a war in Europe, surging energy prices and sliding currencies, global markets face unprecedented challenges investors are left to navigate. Join Arvid Streimann …
Funds Management /
by Finance News Network -
A year ago
11 Nov 2022 - Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition t…
Funds Management /
by Finance News Network -
A year ago
09 Nov 2022 - Hear from Magellan’s Ryan Joyce, CFA, Sector Head Financials and Technology, as he provides an overview of why the tech sector has recently underperformed and where t…
Funds Management /
by Finance News Network -
A year ago
27 Oct 2022 - Gerald Stack and Ofer Karliner, CFA, discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure…
Funds Management /
by Finance News Network -
A year ago
26 Oct 2022 - Portfolio Manager Nikki Thomas, CFA, discusses the market’s reaction to the volatile macro environment, how Magellan’s Global Portfolios are positioned and which qual…
Funds Management /
by Finance News Network -
A year ago
10 Aug 2022 - 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 …