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Welcome to series 5 of Magellan Minutes, our investment insights initiative, 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 in under 10 minutes
Please note: these videos were recorded on 19 October 2022.



Is it time to get excited by tech?

Technology, Communications and Media Sector

Ryan Joyce, CFA, Sector Head Financials and Technology

Hear from Ryan Joyce, CFA, Sector Head Financials and Technology, as he provides an overview of why the tech sector has recently underperformed and where the opportunities lie ahead. Ryan also explains why Intuit is a recent addition to the Global Fund.

(Viewing time: 7 mins)


When volatility provides opportunity


Arvid Streimann, Portfolio Manager and Head of Macro

From a war in Europe, surging energy prices and sliding currencies, global markets face unprecedented challenges investors are left to navigate. Join Arvid Streimann as he provides a backdrop of the current events markets are experiencing and why all this volatility might just provide some great opportunities.

(Viewing time: 10 mins)

Franchises - QSR

What's in store for Quick Service Restaurants?

Franchises Sector: Quick Service Restaurants

Emma Henderson, Investment Analyst

Magellan own three restaurant companies in the Global Fund: McDonalds, Yum Brands and Chipotle Mexican Grill. Hear from Investment Analyst, Emma Henderson, as she talks through how quick service restaurants are faring and the key trends facing the industry.

(Viewing time: 9 mins)


The social licence of Visa & Mastercard

Payments Sector

Elisa Di Marco, Portfolio Manager – Magellan Core Global and Core ESG

Hear from Elisa Di Marco as she takes a closer look at the performance and outlook for two of Magellan’s portfolio companies; Visa and Mastercard, and discusses how they are looking to protect their social licence into the future.

(Viewing time: 10 mins)

Franchises - Retail

The challenges facing consumer brands and the quality companies that continue to shine

Franchises Sector: Retail consumer

Hannah Dickinson, Sector Head Franchises and Healthcare

The consumer sector has held up relatively well over the past 6 months, however there are signs of both strength and weakness ahead. Join Hannah Dickinson as she shares how the portfolio is positioned in this inflationary environment and why Louis Vuitton Moët Hennessy continues to impress.

(Viewing time: 7 mins)

Enterprise Software

The great 'chip' saga continues

Enterprise Software

Adrian Lu, Investment Analyst

Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.

(Viewing time: 8 mins)


The decarbonisation opportunity


David Costello, Portfolio Manager

Decarbonisation is a topical theme in markets right now and there is plenty of excitement around the scope of the investment opportunities ahead. Hear from David Costello as he outlines exactly what’s at stake with this transition and what this means for utilities.

(Viewing time: 7 mins)


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All these interviews were filmed on 19 October 2022, all information is correct as at that date.

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