Magellan Minutes

Welcome to series 7 of Magellan Minutes, in which senior members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global and infrastructure portfolios. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each approximately 10 minutes

Access Series 7 Here

The weight loss drug shaping-up as a gamechanger

Glucagon-like peptide 1 — or GLP-1 — is considered by some as a wonder drug and a new weapon in the public health battle against obesity. But what are the wider implications for the investment world? Portfolio Manager Nikki Thomas is joined by three Magellan Investment Analysts: Emma Henderson, Wilson Nghe and Tracey Wahlberg. Together they discuss the investment landscape surrounding GLP-1, looking at the pitfalls and potential financial benefits for sectors from healthcare, food retailing and restaurants to fashion, exploring which parts of the consumption landscape could be winners or losers.   (Listening time: 42 mins)

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  • video-insights

    Invest in essential services with infrastructure assets

    Ben McVicar, CFA, Portfolio Manager, speaks with Jacinta King, ASX, about the Magellan Infrastructure Fund (ASX:MICH), the impact of higher interest rates on infrastructure assets and how their definition of infrastructure informs their investment decisions. (Listening time: 15 mins) 

  • investor-education

    Magellan Explains: Managed Funds

    A Managed Fund gives investors access to a portfolio of individually selected companies in one easy transaction.

  • investor-education

    Magellan Explains: Diversification

    Diversification is an important concept that can significantly impact the success of your investment journey. While the term might sound complex, its core principle is simple and can help create a robust and resilient investment portfolio.

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