Image alt

Welcome to series 7 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 approximately 10 minutes

Quick Service Restaurants

How do Quick Service Restaurants manage ESG issues?

Emma Henderson, Investment Analyst

How do quick service restaurants approach environment, social and governance (ESG) issues? Hear 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. (Download PDF)

(Viewing time: 11 mins)

Energy Transition


Who will benefit from the energy transition?

David Costello, CFA, Portfolio Manager – Energy Transition Strategy

Net Zero is not a new ambition for governments and companies, with some sectors like utilities focused on this climate risk for quite some time now.  David Costello discusses the opportunities we see from the energy transition and companies that may benefit from this transition. (Download PDF)

(Viewing time: 12 mins)



Is it business as usual for airports in 2023 and beyond?

Ofer Karliner, CFA, Portfolio Manager

The airport sector took a big hit during the pandemic and finally in 2023, the industry is seeing a turnaround. Ofer Karliner provides insight into the outlook for airports and what other challenges and opportunities face this sector. (Download PDF)

(Viewing time: 10 mins)                       

Artificial Intelligence

From chips to cloud: Advances and opportunities in AI

Adrian Lu, Investment Analyst

Join Adrian Lu as he provides insights into the developments and opportunities in Artificial Intelligence (AI). The frontrunners in this space and the challenges and future growth of this sector. (Download PDF)

(Viewing time: 9 mins)


Share with Clients


Once you have watched all the videos you will be eligible for 0.75 CPD hours. Please click on the button below to complete the quiz.

Complete the CPD quiz for 0.75 CPD hours

All these interviews were filmed on 19th September 2023, all information is correct as at that date.

Important Information: Units in the fund(s) referred to herein are issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No. 304 301 (‘Magellan’). This material has been delivered to you by Magellan and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan financial product may be obtained by calling +61 2 9235 4888 or by visiting

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain ‘forward-looking statements’. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.
This material may include data, research and other information from third-party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon.

Any third party trademarks contained herein are the property of their respective owners and Magellan claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan.