Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Equity Bottom-Up

WEC Energy Group, Inc. operates as a utilities provider. The Company distributes electricity and natural gas to its customers in Wisconsin, Illinois, Michigan and Minnesota.

<ul><li>Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.</li><li>Investor interest in the US regulated utility space as it enters a super cycle of growth.</li><li>Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.Investor interest in the US regulated utility space as it enters a super cycle of growth.Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data Centres and Beyond: WEC Energy Powering Regional US Growth

Thematic (Sector/Industry)

<ul>
<li>Gerald Stack, Ben McVicar, and Ofa Karlina discuss investing in infrastructure and the opportunities it offers</li>
<li>Infrastructure assets provide essential services like energy, water, and transport, leading to reliable and predictable long-term demand</li>
<li>Short-term problems or opportunities in infrastructure companies can impact share prices, creating investment opportunities for savvy investors</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Gerald Stack, Ben McVicar, and Ofa Karlina discuss investing in infrastructure and the opportunities it offers
Infrastructure assets provide essential services like energy, water, and transport, leading to reliable and predictable long-term demand
Short-term problems or opportunities in infrastructure companies can impact share prices, creating investment opportunities for savvy investors

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lessons Learnt from Investing in Essential Services

MasterCard, Inc. is a global payment solutions company that provides a variety of services in support of the credit, debit and related payment programs of financial institutions. The Company offers transaction processing services for credit and debit cards, electronic cash, automated teller machines, and travelers checks.

<ul><li>The electronic financial transactions industry is expanding, with a focus on personalization, the gig economy, and fraud prevention</li><li>Mastercard is well positioned to benefit from the shift away from cash and towards digital payments</li><li>Magellan's portfolio manager Alyssa DeMarco discusses Mastercard's growth and innovation with Devin Core, highlighting the company's evolution over the past decade and its strategic focus on diversification and global expansion</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The electronic financial transactions industry is expanding, with a focus on personalization, the gig economy, and fraud preventionMastercard is well positioned to benefit from the shift away from cash and towards digital paymentsMagellan's portfolio manager Alyssa DeMarco discusses Mastercard's growth and innovation with Devin Core, highlighting the company's evolution over the past decade and its strategic focus on diversification and global expansionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul>
<li>Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.</li>
<li>The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.</li>
<li>Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.
The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.
Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chipping Away at the Semiconductor Market

MAGELLAN - IN THE KNOW
Podcast by Magellan Asset Management
• Magellan Asset Management

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

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

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

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