A new “industrial revolution” for investors

It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Europe has seen global energy prices soar and has forced governments to scramble for alternatives to safeguard their national security.

In this episode, Magellan’s Portfolio Manager David Costello joins Magellan’s Head of Macro and Portfolio Manager, Arvid Streimann, to look at the current energy crisis, its causes, and how it will inevitably force a more rapid transition to renewable energy sources. 

You can also read the full transcript here.

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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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