Insights

Our aim is to provide thought-provoking investment insights and access to information to help understand where we believe the world's best investment opportunities lie.
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			The art of the comeback
Aug-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Defensive income with inflation-linked growth
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			How Magellan is navigating income in uncertain times
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Going Global
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The Stablecoin Challenge
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Pivot, don't panic: America's next act
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Chipotle
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: WEC Energy
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: TSMC
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan High Conviction Quarterly Update
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Vinva Systematic Equities Quarterly Update
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			MFG Global Opportunities Fund Quarterly Update
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			You can't predict the weather
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Investor Letters 2025
Jul-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Cracking the Code: How Vinva finds opportunities others can't see
Jun-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Three stocks for..
May-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Why invest in infrastructure
May-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Reporting Season Update - May 2025
May-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Taking emotion of out of investing
May-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			From noise to signals: Vinva's unique approach to systematic investing
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Italgas
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Cutting Through the Noise: Unlocking Quality Investment Gems
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Vinva Systematic Equity Investing Quarterly Update
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The Future of Travel: How AI-powered travel agents are revolutionising the industry
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The Future of Transport: Innovations transforming how we move
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Trump's Tariffs: A game changer or investment opportunity?
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Don't forget you toothbrush
Apr-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Minutes Series 10
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in Non-Essential Consumer Goods
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Why semiconductors are driving future innovation
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The future of healthcare: Trump, policy and innovation
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Powering demand and supply: Investing in utilities
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Under the hood of the consumer economy
Mar-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in Essential Consumer Goods
Feb-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in Healthcare
Feb-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in Technology
Feb-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			3 trends that will define the next decade
Feb-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Trump's TikTok Intervention - January 2025
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Netflix - Scaling new heights
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Getlink's Channel Tunnel - Dominance in Transport and Resilient Returns
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Vinva Investment Management
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan High Conviction Quarterly Update
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Jan-2025


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Compounding
Dec-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in Financials
Dec-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Megatrends for 2025 and beyond..
Dec-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			On Demand: Beyond Medicine Webinar
Nov-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			On Demand Webinar: Introduction to Vinva Systematic Funds
Nov-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			US Election Update
Nov-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The Art and Science of Investing: Why Quality Matters
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Exploring Meta's strategic evolution and market edge
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Market dynamics and consumer impact: Identifying opportunities
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Capitalising on mobile data growth: Investing in communication towers
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Evaluating the market: Interest rates, banks and financial sector opportunities
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: Trump v Kamala: What a win for either party will mean for markets
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Royal Vopak
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Colgate-Palmolive
Oct-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			4 stocks with seriously wide moats
Sep-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Take Stock with Nikki Thomas
Aug-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Stryker
Aug-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Attention shifting from inflation to the growth outlook
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: National Grid
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Year InReview 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Global Equities Investor Letter
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Booking Holdings
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Update - Year In Review 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Beyond Transactions
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Investor Letter - Year In Review 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: 5 mispriced growth stocks
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Why you should only focus on your best ideas (and 2 to get you started)
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			What is AMIT?
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Global Equities Update - Year in review 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Responsible Investing Update - Year In Review 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Global Equities Responsible Investing Update - Year in review 2024
Jul-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Why invest in global equities
Jun-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The asset class that outperforms when the economy doesn't
May-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			PRI Climate Risk Series (APAC): Metrics and targets
May-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Artificial Intelligence and Human Rights Toolkit
May-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			TechRights Nexus - The intersection of Digital Tech, including AI and Human Rights
May-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Dividends and Distributions
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Finding the leaders in the worldwide consumer market
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Exploring the many facets of Brookfield Corporation
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Decoding Cognitive Biases: What every Investor needs to be aware of
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Long-Term Investing
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Investing in Infrastructure
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The Global Consumer: Structural Growth Opportunities
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Innovations shaping the global healthcare universe
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Q2 2024 Market Outlook
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Case Study: Severn Trent & United Utilities
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Mondelez
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: SAP
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure: Invest in where the world is going
Apr-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan National Adviser Roadshow 2024
Mar-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Exploring sustainable returns through quality growth investments
Mar-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Navigating the AI Investment Opportunity
Feb-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Business quality matters
Feb-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Social and Regulatory Risks of AI
Feb-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Scope 1,2 & 3 carbon emissions
Feb-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Equity Mates Summer Series - Lowes
Feb-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Jan-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Jan-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Vinci
Jan-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Yum! Brands
Jan-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			An introduction to utilities
Jan-2024


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Invest in essential services with infrastructure assets
Dec-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			What makes a high conviction investment and how Magellan avoids short-term noise
Nov-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Take Stock Podcast: Nikki Thomas
Nov-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Quarterly Update
Oct-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Quarterly Update
Oct-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: American Water
Oct-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Microsoft
Oct-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Brookfield
Oct-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Insight: From chips to cloud - Advances and Opportunities in AI
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: All weather businesses
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			From chips to cloud: Advances and opportunities in AI
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Is it business as usual for airports in 2023 and beyond?
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			How do Quick Service Restaurants manage ESG issues?
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: 5 high-quality stocks in the world right now
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Buy Hold Sell: How to hunt for the world's best opportunities
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Ever thought of investing in essential services?
Sep-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Managed Funds
Aug-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Diversification
Aug-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			What really matters in investing
Aug-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Single Unit Structure
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Listed Funds
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Explains: Finding quality companies
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Portfolio - Year in review - July 2023
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			High Conviction Strategy - Year in review - July 2023
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Opportunities in Infrastructure Investing - July 2023
Jul-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Insight: Artificial Intelligence
Jun-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Briefing - May 2023
May-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Ferrovial
Apr-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Mastercard
Apr-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Strategy Update
Apr-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Strategy Update
Apr-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Financials Update - 22 March 2023
Mar-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Podcast: A deep dive into Visa and Mastercard stocks
Mar-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Intuit
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Walmart
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Transurban
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Strategy Update
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Strategy Update
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Emma Henderson discusses Chipotle
Jan-2023


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The 'Weight' Will Be Worth It
Nov-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: ASML
Oct-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Snam
Oct-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Global Strategy Update
Oct-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Magellan Infrastructure Strategy Update
Oct-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			China's deflating property market threatens wider economic trouble
Oct-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The energy crisis is likely to last years
Sep-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Higher US interest rates test the world
Aug-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Nuclear energy is a promising solution for climate change
Aug-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Diageo
Jul-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Atlantia
Jul-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: McDonalds
Jul-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			2022 National Infrastructure Briefings
Jun-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Scarcity becomes common
Jun-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Targeted online ads are the success of 'surveillance capitalism'
Jun-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Record high inflation could trigger a fresh eurozone financial crisis
May-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Superbugs are outsmarting antibiotics
Apr-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Nestlé
Apr-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Powell seeks 'immaculate disinflation'; one that rids the US of inflation without shedding jobs
Apr-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure assets are well placed for an era of inflation
Apr-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			InvestorDaily ESG Podcast: Big companies do care about the environment
Apr-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Central banks are going green to questionable avail while stirring risks
Mar-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Another era of quantitative tightening beckons
Mar-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The pandemic has changed the future of work
Feb-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Global Strategy Update - February 2022
Feb-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in infrastructure: what's changed and where are the opportunities?
Feb-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Intercontinental Exchange
Jan-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Strategy Update
Jan-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			How high can government debt-to-GDP ratios soar?
Jan-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Dominion Energy
Jan-2022


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			What the NFT is the metaverse?
Dec-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Green hydrogen is central to plans to achieve net zero
Nov-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Strategy Update
Oct-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			'Reaching for yield' into corporate debt takes on a risky hue
Oct-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Ransomware is so rife it's a threat to national security
Oct-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Space exploration is going private
Sep-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Xcel Energy
Sep-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Big Tech's success incites a backlash
Aug-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure and decarbonisation
Jul-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			In conversation: with Michael Morell
Jul-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Expert Investor: David Costello – Can Infrastructure Investing be Sustainable?
Jul-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Pepsi
Jul-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Alliant Energy
Jul-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Electric vehicles are the next revolution in automobiles
Jun-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Major countries, seeing China leap ahead, are pondering issuing digital national currencies
Jun-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			China's dual-circulation model is a plan for a hostile world but a catchable US
May-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Political heat is swirling around the Catch-22 that grants platforms unique legal immunities on content
May-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Infrastructure Strategy Update
Apr-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Biden is revving a US economy already enjoying a vaccine-inspired recovery
Apr-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Netflix
Apr-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: National Grid
Apr-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Germany seems poised to only ever do the minimum to support the euro
Feb-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The pivotal fight between China and the US is over the microchip
Jan-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Aena
Jan-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Novartis
Jan-2021


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Japan has trailblazed on economic stimulus, to not much avail
Dec-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The road ahead for global listed infrastructure after a difficult Covid landing
Dec-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Brexit talks are about how abrupt the UK's final break will be
Nov-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Super low interest rates come with side effects
Oct-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Alphabet
Oct-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Spark Infrastructure
Oct-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			The US senate result could reverberate for decades if under Democrat control the filibuster goes
Sep-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			China and the US are headed towards a 'decoupling'
Aug-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Stock Story: Red Electrica
Jul-2020


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in airports
Apr-2019


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			Investing in communication towers
Apr-2019


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			An introduction to utilities
Apr-2019


		
			
			
			
			
			
			
			
			
			
			
			
			
			
			
				
				
				
				
			
			
			What is a toll road worth?
Apr-2019