ASX:MFG

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ASX:MFG

An introduction to utilities

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 …

From chips to cloud: Advances and opportunities in AI

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.

Why railroads are an attractive investment

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…

ESG Policy: The real-world impacts

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…

Magellan Minutes: Opportunities in the finance sector

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…

Magellan Minutes: Chat GPT and its implications

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 …

Magellan April 2023 Infrastructure Strategy Update

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…

Magellan April 2023 Global Strategy Update

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…

Magellan March 2023 Financial Sector Update

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…

Why Quality Matters?

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. …

Magellan January 2023 Infrastructure Strategy Update

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…

Magellan January 2023 Global Strategy Update

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…

Magellan Minutes Series 5: The challenges facing consumer brands

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…

Magellan Minutes: The decarbonisation opportunity

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…

Magellan Minutes: The social licence of Visa & Mastercard

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…

Magellan Minutes: When volatility provides opportunity

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 …

Magellan Minutes: The great "chip" saga continues

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…

Magellan Minutes: Is it time to get excited by tech?

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…

Magellan Sep 2022 infrastructure strategy update

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…

Magellan Sep 2022 Global Strategy Update

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…

Paying attention to global listed infrastructure

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 …

In conversation with Secretary Leon Panetta

07 Aug 2022 - Leon Panetta – former US Defence Secretary and head of the Central Intelligence Agency, among other roles – offers his views on the global political challenges facing…

The world confronts an unusual number of difficulties

04 Aug 2022 - Many unusual events are taking place as far as the world economy is concerned, from a pandemic to an outbreak of inflation to a war in Europe. Policymakers are acting…

Magellan Analyst Round Table 2022

02 Aug 2022 - In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer stapl…

ASX climbs for 2nd day, up 0.8% at noon, spurred by resources and tech stocks

08 Jul 2022 - The Australian sharemarket has started on an optimistic note, with gains building for a second day. Hopes that the Federal Reserve can navigate a soft landing has spu…