MAGELLAN - In The Know
 

MAGELLAN - In The Know

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’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

Pipelines to prosperity: the dependability of infrastructure investment

Tuesday Dec 19, 2023

Tuesday Dec 19, 2023

In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the largest publicly traded US water and waste water utility company, and North America’s premier energy infrastructure company, Sempra. Magellan Portfolio Manager Jowell Amores speaks with American Water’s President and CEO, Susan Hardwick, and Sempra Chairman and CEO Jeff Martin, in an insightful discussion about their strategies for providing attractive and consistent returns.

Listen below to the full interviews with American Water’s President and CEO, Susan Hardwick and Sempra Chairman and CEO Jeff Martin

Ep 32: American Water - a pipeline to dependable returns

Ep 38: Energising the Future: Sempra’s Innovative Infrastructure Journey

Copyright 2024 All rights reserved. This material has been published by Magellan Asset Management Limited (‘Magellan’) for general informational purposes only and is not intended to be relied upon as investment advice or advice of any other nature. Nothing in this material is intended to constitute a recommendation of any kind, an offer to buy or sell any financial product or a suggestion to adopt any investment strategy or investment action. Investors should consult with their own professional advisors before making any investment decisions. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ statements and no guarantee is made that any forecasts or predictions made will materialise. 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.

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