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Welcome to series 4 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 around 10 minutes
Please note: these videos were recorded on 19 January 2022.



Financials and ICE continue to shine

Financials Sector

Alan Pullen, Head of Financials

The financial sector continued to shine in 2021 with the sector performing very strongly. Hear from Al Pullen, Head of Financials as he analyses the winners and losers within the sector, looks at why ICE remains an attractive investment and whether inflation will impact the current cryptocurrency trend.

(Viewing time: 10 mins)


How consumer staples are navigating virus resurgences, "The Great Resignation" and inflation

Franchises Sector

Emma Henderson, Investment Analyst

The global pandemic has caused ongoing issues for restaurant companies, from labour shortages to inflationary pressure. Hear from Investment Analyst, Emma Henderson, as she talks through how our consumer staples are faring in the current, unknown environment.

(Viewing time: 10 mins)


'New age currencies' vs Visa + Mastercard

Payments Sector

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

Hear the latest on the payments sector from Portfolio Manager, Elisa Di Marco, as she takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition. 

(Viewing time: 9 mins)

Enterprise Software

Cyber-security and computer chip shortages

Enterprise Software Sector

Adrian Lu, Investment Analyst

With cyber-security still a global concern and a shortage in the supply of computer chips, what does the future look like for Enterprise Software companies? Adrian Lu, Investment Analyst unpacks these issues and takes a closer look at how companies are addressing these very questions.

(Viewing time: 8 mins)


Inflation, interest rate rises, and what makes a toll road an essential asset

Infrastructure Sector

Ofer Karliner, Portfolio Manager

What were the standout sectors in Infrastructure and what makes a toll road an essential asset? Join Ofer Karliner, Portfolio Manager as he takes a closer look at this, as well as how the infrastructure team approach ESG and climate change, and the impact of M&A on Magellan’s infrastructure portfolio.

(Viewing time: 9 mins)


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

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