Funds Management /
by Magellan Financial Group -
6 days ago
26 Mar 2024 - In the future, when you wake up your hot coffee will be ready, the fridge will have ordered your groceries and a drone will already have delivered them to you that mo…
Funds Management /
by Magellan Financial Group -
15 days ago
17 Apr 2024 - Ben McVicar and Ofer Karliner take us through the impact of cost-of-living pressures on toll roads and what holdings they are most excited about in the portfolio. The…
Funds Management /
by Magellan Financial Group -
15 days ago
17 Apr 2024 - Emma Fisher provides insights into key takeaways from reporting season as well as market sentiment. Emma also discusses new opportunities in the portfolio and touches…
Funds Management /
by Magellan Financial Group -
15 days ago
17 Apr 2024 - Nikki Thomas and Arvid Streimann discuss key themes impacting the markets and providing opportunities for investors. Arvid discusses his recent trip to Washington whi…
Funds Management /
by Magellan Financial Group -
15 days ago
17 Apr 2024 - Over the last decade, Mondelez, one of the world's largest snacking companies, has evolved and strengthened its economic moat, reaccelerated growth and increased the …
Funds Management /
by Magellan Financial Group -
15 days ago
17 Apr 2024 - Enterprise software is home to some of the best business models in the world, and nowhere is this more evident than in Enterprise Resource Planning (ERP).
Funds Management /
by Magellan Financial Group -
27 days ago
03 Apr 2024 - Magellan has been a long-term investor in Mastercard, a leading global payment network, driving the digitisation of payments for over 14 years. In a recent podcast, D…
Funds Management /
by Magellan Financial Group -
2 months ago
29 Feb 2024 - In this episode of Magellan — In the Know, Head of Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment An…
Funds Management /
by Magellan Financial Group -
2 months ago
21 Feb 2024 - We expect that some volatility in markets may accompany us over the next few months as share prices continue to adapt to the evolving interest rate environment and re…
Funds Management /
by Magellan Financial Group -
2 months ago
21 Feb 2024 - The majority of Greenhouse Gas (GHG) emissions released into the atmosphere can be attributed to human activities. These emissions usually come from power generation,…
Funds Management /
by Magellan Financial Group -
2 months ago
21 Feb 2024 - Investing in infrastructure is about investing in the companies that provide essential services to society and that generate predictable long-term earnings.
Funds Management /
by Magellan Financial Group -
3 months 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 -
3 months 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 -
3 months 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 -
3 months ago
25 Jan 2024 - Business Quality is a key factor in the Airlie investment process, and we typically define a high-quality business as one that can earn a decent return on its capital…
Funds Management /
by Magellan Financial Group -
3 months 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 Magellan Financial Group -
7 months ago
13 Sep 2023 - Portfolio Manager, Elisa Di Marco gives an introduction into Magellan's quality scores and why Magellan's definition of quality is differentiated. Elisa provides comp…
