Welcome to series 8 of Magellan Minutes, our investment insights initiative, in which members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global portfolio. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each approximately 10 minutes

Consumer Staples


Finding the leaders in the worldwide consumer market

Lucina Martin, Investment Analyst

Recently returning from CAGNY, the biggest consumer staples conference in the US, Investment Analyst Lucina Martin shares her key observations from some of the world's largest companies and what they are focussing on to drive future growth. Lucina also discusses what factors will differentiate the high-quality businesses from the rest. 

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(Viewing time: 10 mins)                       

Global Healthcare

Innovations shaping the global healthcare universe

Wilson Nghe, Investment Analyst

The healthcare sector is in a state of constant evolution, and with the COVID-19 pandemic behind us and an upcoming US election, what impacts could we see in the sector? Investment Analyst, Wilson Nghe sheds light on the dynamics that could play out from the US elections, how the healthcare system has transformed since the pandemic and highlights the opportunities and challenges that investors need to watch out for. 

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(Viewing time: 9 mins)


Exploring the many facets of Brookfield Corporation

Ryan Joyce, CFA, Portfolio Manager and Sector Head Financials and Technology

Ryan Joyce explains the intricate business structure of Brookfield Corporation. Guiding us through the strategic rationale that positions the company as a worthy investment in the Magellan Global Fund and how it is creating value for investor.

Stock Story

(Viewing time: 9 mins)



The evolution of consumer shopping habits and the growth of Amazon

Jack McManus, Investment Analyst

Over the past four years, consumers were forced to rapidly change their shopping habits. Where do we stand now? Investment Analyst Jack McManus shares his insights on the trends in e-commerce growth and highlights how Amazon, the largest online retailer, continues to expand, adapt and innovate to market demands. 

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(Viewing time: 9 mins)

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