Magellan Financial Group

Mastering the world of payments

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Navigating the AI Investment Opportunity

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Recent market volatility & portfolio positioning

Global update with Nikki & Arvid

The impacts of interest rates on infrastructure valuations

Gerald provides a quarterly update

Yum! Brands - Global growth with the franchised model

Stock insight by Analyst, Emma Henderson

10 cognitive biases that can lead to investment mistakes

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Magellan Global Equity Strategy

Portfolio of 20 to 40 high-quality global companies that is designed to achieve attractive risk-adjusted returns and preserve capital in adverse markets
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Magellan Core Infrastructure Strategy

Portfolio of typically 70 to 100 infrastructure companies that provides investors with a diversified exposure to a strictly defined universe
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Magellan Select Infrastructure Strategy

Portfolio of 20 to 40 infrastructure companies selected on a valuation-driven basis from a strictly defined universe
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Magellan Global Sustainable Strategy

Portfolio of 20 to 50 high quality global companies that meet our low-carbon investment guidelines that is designed to achieve attractive risk-adjusted returns and preserve capital in adverse markets
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Insights

Stock Story: SAP
Stock Story: SAP

Powering the world's largest companies. (Reading time: 4 mins)

Apr-2024
Stock Story: Mondelez
Stock Story: Mondelez

Snacking away at global growth. (Reading time: 4 mins)

Apr-2024
Magellan Global Quarterly Update
Magellan Global Quarterly Update

Nikki Thomas and Arvid Streimann discuss key themes impacting the markets and providing opportunities for investors. Arvid discusses his recent trip to Washington which provided valuable insights into the future growth of AI innovation and adoption. Nikki touches on her future trip to China and how understanding the interplay between China and other economies is essential for businesses operating within China or competing against it in various sectors. (Viewing time: 12 mins)

Apr-2024