Magellan Explains: Investing in Infrastructure
Investing in infrastructure is about investing in the companies that provide essential services to society and that generate predictable long-term earnings.
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.
Read MoreInsights into the developments and opportunities in Artificial Intelligence (AI). The frontrunners in this space and the challenges and future growth of this sector.
Read MoreOfer Karliner provides insight into the outlook for airports and what other challenges and opportunities face this sector.
Read MoreHear from Investment Analyst, Emma Henderson, as she talks through how quick service restaurants are managing and monitoring key ESG issues such as Health and wellbeing, the labour force and environmental impact.
Read MoreHear from Investment Analyst, Emma Henderson, as she talks through how quick service restaurants are managing and monitoring key ESG issues such as Health and wellbeing, the labour force and environmental impact.
Read MoreHear from Investment Analyst, Emma Henderson, as she talks through how quick service restaurants are managing and monitoring key ESG issues such as Health and wellbeing, the labour force and environmental impact.
Read MoreInvesting in infrastructure is about investing in the companies that provide
essential services to society, and earning predictable, reliable returns in
the process.
Today, airports around the world collectively cater for over four billion passengers annually, with growth driven by improvements in technology, the expansion of low-cost carriers and globalisation. For most investors, the listed market is the only way to gain access to airport infrastructure that has underpinned this growth.
Read MoreAusbil’s Global SmallCap Portfolio Managers, Tobias Bucks and Simon Wood, discuss how they identify opportunities and the outlook for small companies going forward.
Read MorePortfolio Manager Elisa Di Marco explains how Magellan’s definition of quality companies.
Read MorePortfolio Manager, Elisa Di Marco unpacks why considering ESG in investing is important.
Read MoreIt’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base, has risen to the challenge of the new sustainability regime.
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