TOL - 10th Nov, 2022
Is it time to get excited by tech?
Welcome to series 5 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 19 October 2022.
Hear from Ryan Joyce, CFA, Sector Head Financials and Technology, as he provides an overview of why the tech sector has recently underperformed and where the opportunities lie ahead. Ryan also explains why Intuit is a recent addition to the Global Fund.
Access more Magellan Minutes
Magellan Minutes is 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. You can access more videos 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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Magellan
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.
Expertise
Magellan
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.
Expertise
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