Welcome to series 7 of Magellan Minutes, 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.
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? Portfolio Manager Nikki Thomas is joined by three Magellan Investment Analysts: Emma Henderson, Wilson Nghe and Tracey Wahlberg. Together they discuss the investment landscape surrounding GLP-1, looking at the pitfalls and potential financial benefits for sectors from healthcare, food retailing and restaurants to fashion, exploring which parts of the consumption landscape could be winners or losers. (Listening time: 42 mins)
We believe that successful investing is about finding, and owning for the long-term, the world's best companies to grow and safeguard our clients' wealth
Ben McVicar, CFA, Portfolio Manager, speaks with Jacinta King, ASX, about the Magellan Infrastructure Fund (ASX:MICH), the impact of higher interest rates on infrastructure assets and how their definition of infrastructure informs their investment decisions. (Listening time: 15 mins)
Diversification is an important concept that can significantly impact the success of your investment journey. While the term might sound complex, its core principle is simple and can help create a robust and resilient investment portfolio.
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