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Magellan - In the Know
@magellanintheknow
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How should investors think about recent events in Israel, and what impact does this have on Ukraine and Taiwan? In this fascinating episode of Magellan In The Know, former Acting Director of the Central Intelligence Agency, Michael Morell talks about...
A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500 company with US$79 billion of energy infrastructure assets. By developing a hyper-aligned, high-performing cu...
It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base, has risen to the challenge of the new sustainability regime. In this episode, Magellan’s Portfolio Mana...
It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Portfolio Manager Arvid Streimann and Magellan Sector Head of Finance and Technology Ryan Joyce go behind the sc...
It’s the American version of Bunnings, but much bigger. Lowe’s isn’t only a good business investment, it’s a good business full stop, thanks to its proud and honourable commitment to sustainability - from its supply chains to its customers. In this e...
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...
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...
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...
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 ...
