’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
Tuesday May 28, 2024
Tuesday May 28, 2024
The long term regular and reliable returns from the infrastructure sector present an overwhelming opportunity. Infrastructure investing may initially seem intimidating to investors due to the substantial capital expenditures that companies require upfront. However, the long term regular and reliable returns from the infrastructure sector have the potential to grow your wealth over time with a high degree of confidence.
In this episode, Magellan’s Head of Infrastructure, Gerald Stack, and Portfolio Managers Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing in these essential services.