Franklin Templeton launches two ETFs
Felicity Walsh, Managing Director of Franklin Templeton for Australia and New Zealand, discusses the launch of two ETFs on the ASX.
Read MoreFelicity Walsh, Managing Director of Franklin Templeton for Australia and New Zealand, discusses the launch of two ETFs on the ASX.
Read MoreEmma Fisher provides insights into key takeaways from reporting season as well as market sentiment. Emma also discusses new opportunities in the portfolio and touches on the healthcare sector and how she assesses it.
Read MoreNikki 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.
Read MoreBen 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.
Read MoreEnterprise software is home to some of the best business models in the world, and nowhere is this more evident than in Enterprise Resource Planning (ERP).
Read MoreOver the last decade, Mondelez, one of the world’s largest snacking companies, has evolved and strengthened its economic moat, reaccelerated growth and increased the reliability of its earnings algorithm.
Read MoreThe electronic financial transactions sector is experiencing continuous growth, with advancements in
personalisation, the gig economy, and fraud prevention. Magellan has been a long-term investor in Mastercard, a leading global payment network, driving the digitisation of payments for over 14 years. In a recent podcast, Devin Corr, Head of Investor Relations at Mastercard and Magellan Portfolio Manager, Elisa Di Marco sat down to discuss Mastercard’s competitive advantages and innovations in payments.
In the future, when you wake up your hot coffee will be ready, the fridge will have ordered your groceries and a drone will already have delivered them to you that morning. This might seem like science fiction, but it’s a reality well underway to being created by some of the world’s highest-quality businesses such as Alphabet, Amazon, Meta and Microsoft.
Read MoreWinston Sammut – Director Property – With offices in Sydney and Melbourne, Euree Asset Management aims to offer investors an opportunity to access attractive, market leading returns through exposure to a diversified investment portfolio of underlying assets.
Read MoreIn this episode of Magellan — In the Know, Head of Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment Analysts Adrian Lu and Dom Facchin.
Read MoreInvesting in infrastructure is about investing in the companies that provide essential services to society and that generate predictable long-term earnings.
Read MoreThe majority of Greenhouse Gas (GHG) emissions released into the atmosphere can be attributed to human activities. These emissions usually come from power generation, industrial processes and cars. GHG emissions can be classified into three categories: scope 1, scope 2, and scope 3 emissions.
Read MoreWe expect that some volatility in markets may accompany us over the next few months as share prices continue to adapt to the evolving interest rate environment and reshaping of economic growth. Volatility isn’t inherently risky. We work diligently to assess the real risks that face our portfolio companies and will continue to hold the line on our absolute return objective. We thank you for the trust you place in us.
Read MoreCEO and Managing Director Mark Freeman and Portfolio Manager David Grace discuss the FY24 half-year results of Australian Foundation Investment Company (ASX:AFI).
Read MoreMark Freeman, Managing Director, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses FY24 half-year results.
Read MoreCEO and Managing Director Mark Freeman and Portfolio Manager Kieran Kennedy discuss the FY24 half year results of Mirrabooka Investments (ASX:MIR).
Read MoreCEO and Managing Director Mark Freeman and Portfolio Manager Brett McNeill discuss the FY24 half year results of Djerriwarrh Investments (ASX:DJW).
Read MoreInvestment attributes that led the market in 2023 and an update on the global portfolio positioning.
Read MorePerspective on the Australian equity market and insights on movements within the portfolio and the approach to position sizing.
Read MoreBusiness Quality is a key factor in the Airlie investment process, and we typically define a high-quality business as one that can earn a decent return on its capital.
Read MoreBehind the success of the world’s most famous quick-service chicken restaurant, the world’s second-largest pizza chain and the US’s leading Mexican-style franchise sits Yum! Brands.
Read MoreVinci is built around the pillars of its concessions and contracting operations. From our perspective, the most attractive part of its business is the large and diversified concessions holdings.
Read MoreRegulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.
Read MoreIn this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the largest publicly traded US water and waste water utility company, and North America’s premier energy infrastructure company, Sempra.
Read MoreIn this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, providing an update on GLP-1 following our recent episode on the weight loss wonder drug.
Read MoreThe world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. 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?
Read MoreRailroads provide a basic, but critical role for any developed society – they facilitate the
connection between producers and consumers of essential goods and support a large section
of the economy. The North American rail industry represents one of the world’s oldest and
largest collections of transport infrastructure.
While we tend to think of toll roads as a recent phenomenon, they have been around for
thousands of years. Toll roads today are a popular way for cash-strapped governments
to raise money and improve the quality of, and reduce the congestion on road networks.
Given the huge capital costs (toll roads often cost billions of dollars to build), for most
investors the listed market is the only way to gain access to these assets.
Sam Berridge – Portfolio Manager and Resources Analyst – Perennial Partners partners with outstanding investment people pursuing great investment outcomes in segments where active management can add meaningful value.
Read MoreArvid Streimann discusses recent market volatility and the risks to watch out for, while Nikki Thomas shares her observations from her recent US trip and updates us on how the portfolio is positioned for the evolving investment landscape.
Read MoreInfrastructure asset prices have been under some pressure this year with high interest rates and other headwinds. Ben McVicar discusses recent relative performance, why it has been challenging and how the team are positioning the portfolio going forward.
Read MoreIn this episode of Magellan in the Know, Portfolio Manager Jowell Amores discusses Jeff Martin’s personal journey it’s imprints on Sempra’s culture, and how he’s developed this major company into an investment with bond-like stability and tremendous compounding growth. Jeff Martin offers profound insights into why Sempra is not just an energy leader, but a smart investment choice.
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