Finding opportunities with cautious consumers
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Consumers are becoming more selective about where they spend, but some global businesses are finding ways to grow despite the pressure on household budgets. From the enduring appeal of convenience and value to the growing influence of health and wellness, changing consumer priorities are creating opportunities for companies that can adapt.
In this episode of In The Know, I am joined by Deputy Portfolio Manager Ryan Joyce and Senior Analyst Emma Henderson. Together we share insights from our recent research trips to the US and Europe. We explore the trends shaping consumer spending, the outlook for global sportswear brands such as Adidas and Nike, and how AI is changing the way consumers discover products. We also consider where short-term market concerns may be obscuring longer-term investment opportunities.
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Magellan Global Opportunities Fund Active ETF (OPPT)
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Alan Pullen is Interim Co-Head of Global Equities and Portfolio Manager for Magellan’s Global Equity Strategies. Alan joined Magellan in 2012 as an analyst in the Financials team and was appointed Head of the Financials team in 2014. In 2017, he became the Portfolio Manager for Magellan’s US Sustainable Strategy and in 2021 established the Magellan Global Opportunities Strategy. In 2023, he also assumed the role of Portfolio Manager for the Magellan Global Sustainable Strategy and from October 2022 to September 2024, Alan was the Co-Portfolio Manager of the Magellan High Conviction Strategy. Prior to Magellan, Alan spent nearly seven years as an analyst and portfolio manager at Maple-Brown Abbott, primarily covering financials in Asia ex-Japan. Alan also worked for six years as an economist at the Reserve Bank of Australia, spending time as a banking sector analyst and in the Reserve Bank’s business liaison program. Alan holds a Bachelor of Economics (Honours) from the University of Tasmania. Alan is a member of Magellan’s Investment Committee.
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Alan Pullen is Interim Co-Head of Global Equities and Portfolio Manager for Magellan’s Global Equity Strategies. Alan joined Magellan in 2012 as an analyst in the Financials team and was appointed Head of the Financials team in 2014. In 2017, he...
Expertise
Alan Pullen is Interim Co-Head of Global Equities and Portfolio Manager for Magellan’s Global Equity Strategies. Alan joined Magellan in 2012 as an analyst in the Financials team and was appointed Head of the Financials team in 2014. In 2017, he...
Expertise
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