Magellan Financial Group

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Additional information

Data Centres and Beyond: WEC Energy powering regional US growth

Listen to podcast

Key global themes impacting markets

Global update with Nikki & Arvid

Magellan Infrastructure Quarterly Update

Ben McVicar and Ofer Karliner provides a quarterly update

Mondelez: snacking away at global growth

Stock insight from Analyst, Lucina Martin

SAP: powering the world's biggest companies

Stock insight by Analyst, Adrian Lu

Magellan Global Equity Strategy

Portfolio of 20 to 40 high-quality global companies that is designed to achieve attractive risk-adjusted returns over the medium to long term; while reducing the risk of permanent capital loss
More about Magellan Global Equity Strategy

Magellan Core Infrastructure Strategy

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

Magellan Select Infrastructure Strategy

Portfolio of 20 to 40 infrastructure companies selected on a valuation-driven basis from a strictly defined universe
More about Magellan Select Infrastructure Strategy

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
More about Magellan Global Sustainable Strategy

Insights

Magellan Minutes Series 8
Magellan Minutes Series 8

Members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global portfolio. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each approximately 10 minutes

May-2024
Q2 2024 Market Outlook
Q2 2024 Market Outlook

Global Macro Outlook.
(Reading time: 3 mins)

Apr-2024
Magellan Infrastructure Quarterly Update
Magellan Infrastructure Quarterly Update

Ben McVicar and Ofer Karliner take us through the impact of cost-of-living pressures on toll roads and what holdings they are most excited about in the portfolio. They provide an update on passenger travel and airport spending rates as well as insights on the US election and how this could affect energy transition efforts. (Viewing time: 12 mins)

Apr-2024