Magellan Financial Group

New Episode: https://lnkd.in/gngibUSq Does TikTok pose a threat to Meta? What are the potential outcomes of China's economic stimulus package? Portfolio Manager Alan Pullen is joined by Investment Analysts, Emma Henderson, Claire Britton and Roy Harrison to discuss the latest in global trends and how they are affecting some of the world’s biggest brands —from LVMH to American tower companies.

Watch the wire: https://lnkd.in/gntwTwiC Trump v Kamala: What a win for either party will mean for markets: Arvid Streimann joins Livewire Markets sharing insights into the US election and its possible impact on investors. 

Livewire Markets Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates https://lnkd.in/gFevcii3 In this episode, Arvid Streimann shares his views on interest-rate sensitive stocks that could benefit from this lower rate environment.

CPD accredited: https://lnkd.in/gXqMAJeV In this quarterly update, Ben McVicar takes us through key insights that have been driving the infrastructure sector and market environment. Ben delves into the utilities and transport sectors, identifying companies that have performed well during the quarter and highlighting risks investors should consider. #infrastructure

Learn more here: https://lnkd.in/gNXKG3Vu   We are excited to announce the launch of our first two Vinva Systematic Equity Funds, the Vinva Global Equity Fund and the Vinva Australian Equity Fund.   These funds provide investors with exposure to Vinva’s diversified equity portfolios through an active, systematic approach. Vinva’s portfolios are designed to be style neutral, with a focus on delivering consistent medium to long-term investment outperformance.   Vinva is a leading global equity investment manager founded in Australia. With over 25 years of investment experience, Vinva is a pioneer in systematic equity strategies and specialises in long-only and long-short strategies across global equity markets.

We were pleased to support the Australian Fund Manager Foundation awards last Thursday night, where the pledge charity for 2024 was Muscular Dystrophy NSW (MDNSW). Over the past 25 years, the Australian Fund Manager Foundation has contributed millions to their charity partners, including Odyssey House NSW and the Sydney Children’s Hospitals Foundation, along with various pledge charities. MDNSW is a remarkable organisation that provides information, support programs, and a community for people living with a neuromuscular condition. Nathan Teong, Magellan’s Performance and Client Reporting Manager, shared his family’s personal experience and journey when their son George, now 8 years old, was diagnosed with a neuromuscular condition as a baby. MDNSW is a crucial support for people living with a neuromuscular condition and their families. They urgently need funds to cover rising venue costs for their beloved Summer Camp program for kids and young people living with a neuromuscular condition. Funds raised from the pledge will directly support the Summer Camp, ensuring the program continues and more young people can have a once-in-a-lifetime experience.

CPD accredited: https://lnkd.in/gR_K7J5E In this quarterly update, Arvid Streimann, Nikki Thomas, CFA and Alan Pullen discuss key market themes and how the Magellan global strategy is positioned to capitalise on emerging opportunities, whilst monitoring the risks. Arvid also discusses the potential market impacts of the upcoming US election based on various possible outcomes. #investing

We are pleased to share that Magellan has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA), placing us in the top 20% of organisations assessed in the upcoming Responsible Investment Benchmark Report. This recognises our commitment to responsible investing. Learn more here: https://lnkd.in/gV-AXHFR

Listen here: https://lnkd.in/gpv25u3A Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan In the Know’ we turn to one of Magellan’s trusted geopolitics advisers to survey the situations in the world’s trouble spots, and give sound, sometimes surprising, assessments of what to expect, and where and when to expect it.