Magellan - In the Know
Magellan - In the Know

Magellan - In the Know



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Beyond the sheets: Dissecting the downfall of a US retail giant

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson, Sector Head of Franchises joins Magellan Portfolio Manager Jowell Amores to dissect...

18 downloads May 30, 2023
Consumer deep dive — how best to weather the storm

As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable compe...

58 downloads Apr 25, 2023
American Water — a pipeline to dependable returns

Even during volatile times, one of Magellan’s portfolio holdings has generated outstanding returns, and continues to deliver. American Water Works, which is the largest publicly traded US water and wastewater utility company, has generated returns of...

115 downloads Mar 28, 2023
Cyber security – the new world order

A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of experience to the realm of cyber and data security. In this episode of Magellan, In the Know, Magellan Head of ...

117 downloads Feb 27, 2023
2023 — The investment year ahead

With one of the toughest of investment years - 2022 - now behind us, it’s time to look at the road ahead, its tailwinds and potential pitfalls. In this new year episode of Magellan in the Know, Head of Listed Funds Jennifer Herbert discusses the land...

198 downloads Jan 30, 2023
‘Revenge travel’ – the recovery, opportunities and risks for investments

In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the associated investment opportunities. Ofer is joined by Ryan Joyce, Sector Head of Technology...

268 downloads Dec 19, 2022
Understanding China and the impacts for investors

Some Asian markets fell right after Chinese President Xi Jinping cemented his position as the most powerful Chinese leader since Mao. President Xi used the Chinese Communist Party’s National Party Congress, which is held every five years, to not only...

220 downloads Nov 28, 2022
Energy boost — A new ”industrial revolution” for investors

It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Europe has seen global energy prices soar and has forced governments to scramble for alternatives to safeguar...

266 downloads Oct 24, 2022
Powering up — The vaulting potential of WEC Energy Group

One of the USA’s largest power generation and gas distribution firms, WEC Energy Group supplies electricity to 4.6 million customers — including some of the country’s biggest manufacturers — across Wisconsin, Illinois, Michigan and Minnesota. The com...

261 downloads Sep 27, 2022
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