Sectors, stocks and our most compelling ideas

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Welcome to series 4 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 around 10 minutes. From financials to tech, ESG to infrastructure, we hope you find this series interesting and informative.

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Please note: these videos were recorded on 19 January 2022.



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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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