The great 'chip' saga continues

In this next instalment of series 5 of Magellan Minutes, Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.

Magellan Minutes, our investment insights initiative, sees 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.




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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