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Magellan Asset Management
Podcast by Magellan Asset Management
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Location:
Australia
5
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1.1k
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3
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bullish
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Thematic (Sector/Industry)
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31 Jul 2024 11:35
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Podcast
From Resilient Retailers to Struggling Brands - A consumer sector deep dive
Covid created unusual demand trends causing some companies to invest in the wrong areas. Current consumer landscape is cautious with consumers...
MAGELLAN - IN THE KNOW
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177 Views
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bullish
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Wec Energy Group
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25 Jun 2024 15:00
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Podcast
Data Centres and Beyond: WEC Energy Powering Regional US Growth
Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...
MAGELLAN - IN THE KNOW
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25 Views
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bullish
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Thematic (Sector/Industry)
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29 May 2024 11:00
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Podcast
Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
MAGELLAN - IN THE KNOW
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297 Views
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bullish
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Mastercard
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28 Mar 2024 18:09
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Podcast
Mastering the World of Payments
Magellan's investment in Mastercard has yielded over 20% annual returns for over 14 years, with the company well positioned to benefit from the...
MAGELLAN - IN THE KNOW
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439 Views
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bullish
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Thematic (Sector/Industry)
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28 Feb 2024 13:24
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Podcast
Chipping Away at the Semiconductor Market
The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...
MAGELLAN - IN THE KNOW
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185 Views
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