3 key sectors and how to play them

Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key sectors and stocks in Magellan’s global portfolio. In this special edition of ‘Magellan – In the Know’, Magellan’s Key Account Manager, Jennifer Herbert, interviews Head of Technology, Communications and Media for Magellan, Ryan Joyce, Co-Head of Franchises Hannah Dickinson and Head of Financials Alan Pullen. Together these experts look at the volatility of the current investment landscape as well as potential challenges faced with exposure to China and the inflationary economic outlook.

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Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

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