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Welcome to series 6 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 under 10 minutes
Please note: these videos were recorded on 18th April 2023.



Chat GPT and the implications of this new technology


Adrian Lu, Investment Analyst

Adrian explains what Chat GPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet.

(Viewing time: 8 mins)


Banks, interest rates and opportunities in the finance sector


Alan Pullen, Portfolio Manager

Alan discussed the recent bank defaults, the impact of interest rates on banks in general and where he sees opportunities in the financial sector.

(Viewing time: 10 mins)


ESG Policy: The real-world impacts


Elisa Di Marco, Portfolio Manager - Magellan Core International and Core ESG Fund

Elisa discusses ESG-linked government policies, the real-world impacts of these policies and the importance of proxy voting.

(Viewing time: 11 mins)


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All these interviews were filmed on 18th April 2023, all information is correct as at that date.

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