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. 

Download Summary

(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. 

Download Summary

(Viewing time: 9 mins)

Brookfield

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)

Amazon

 

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. 

Download Summary

(Viewing time: 9 mins)

CPD Quiz

Share with Clients

 

Once you have watched all the videos you will be eligible for 0.75 CPD hours. Please click on the button below to complete the quiz.

Complete the CPD quiz for 0.75 CPD hours

Important Information: Units in the fund(s) referred to herein are issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No. 304 301 (‘Magellan’). This material has been delivered to you by Magellan and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain ‘forward-looking statements’. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.
This material may include data, research and other information from third-party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon.

Any third party trademarks contained herein are the property of their respective owners and Magellan claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. 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.