The world confronts an unusual number of difficulties
In this year’s InReview, Magellan’s global PMs Arvid Streimann and Nikki Thomas discuss what will influence financial markets in the coming 12 months and how this is determining their stock picks. Former US Defence Secretary Leon Panetta explains why the world is at a dangerous and pivotal moment. Gerald Stack, Magellan’s Head of Infrastructure, explains why these stocks offer inflation protection. Dom Giuliano, Magellan’s Head of ESG, tells of the best way to force companies to change for the better. Vasant Prabhu, Visa’s CFO, discusses how Visa is driving the payments revolution. You’ll find more too.
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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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