’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 31, 2022
The road to a sound investment — Transurban’s strategy for success
Tuesday May 31, 2022
Tuesday May 31, 2022
Infrastructure investment is a long-term activity, so it pays to identify areas of potential and start talking to governments early. That’s the methodology employed by Scott Charlton, who is the CEO of the world’s biggest toll-road operator — Transurban. Scott outlines how the company concentrates on areas of growth in the three markets where it has a competitive advantage, namely Australia, the USA and Canada. In this podcast episode, Scott Charlton is interviewed by Magellan Infrastructure Portfolio Manager, Ofer Karliner, and Head of Infrastructure Gerald Stack, about Transurban’s way of doing business, as well as the opportunities and challenges that lie ahead.