Michael Morell, a former deputy director of the Central Intelligence Agency of the US, recently spoke with Hamish Douglass, Magellan’s Chairman and CIO, about China, the US inquiry into the origins of the covid-19 virus, President Joe Biden’s misstep over the growing cybersecurity threat from Russia, and what he views as the world’s biggest risk.
Video: 0.50 CPD hours available
WATCH VIDEO
The world wants to decarbonise to fight climate change. Electricity utilities might appear to be losers from such a quest. The way utilities are regulated, however, presents these companies with a big opportunity.
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Gerald Stack, Head of Infrastructure, discusses how utility and infrastructure stocks are faring, the big opportunity for electricity utilities in decarbonisation and what higher interest rates might mean for infrastructure.
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Dom Giuliano, Deputy CIO and Head of ESG, explains the growth in sustainable investing, one way to define the issue, how Magellan has helped companies confront recent social choices and why the election of a more-sustainable-friendly US president doesn’t reduce climate risks.
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The Annual Fund Reviews for Magellan’s Global Equities and Global Listed Infrastructure Strategies can be found below, along with the quarterly fund factsheets to 30 June 2021.
ANNUAL
REVIEWS
QUARTERLY
FACTSHEETS