Three investment sectors offering growth, innovation and opportunity
In this episode of In The Know, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential components powering a vast array of electronic devices we use daily. They also delve into the US energy landscape and how it is being reshaped by the growing influence of AI, data centres, and the return of manufacturing.
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Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise in global equity, global listed infrastructure, Australian equity, and systematic investing strategies.
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