Access the full series here: https://lnkd.in/gf7xGZAG Semiconductors power our daily devices. Investment Analyst Adrian Lu discusses the industry's rapid growth and promising future. He highlights DeepSeek's innovations making AI models more efficient and TSMC's key role in the semiconductor value chain.
Magellan Financial Group
Financial Services
Sydney, New South Wales 13,619 followers
Experts In Global Investing
About us
We focus on investing in the world’s best global equites and global infrastructure companies for long-term growth potential and compounding opportunities. Founded in 2006 and headquartered in Australia, we are an active asset manager specialising in global equity and infrastructure strategies. We search the world for high-quality companies that we believe have a sustainable competitive advantage and will compound returns over the long-term. We are committed to continuing to grow our investment footprint and value for our investors. In 2018, Magellan acquired Airlie Funds Management. Airlie manages Australian equities for institutional and retail clients, offering an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors. We are a wholly owned subsidiary of Magellan Financial Group (ASX: MFG).
- Website
-
http://www.magellangroup.com.au
External link for Magellan Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Sydney, New South Wales
- Type
- Public Company
- Founded
- 2006
- Specialties
- Investment funds management, Global Listed Infrastructure, and Global Equities
Locations
-
Primary
Get directions
Level 36
25 Martin Place
Sydney, New South Wales 2000, AU
Employees at Magellan Financial Group
Updates
-
Read the wire here: https://lnkd.in/gGSVcc79 Alan Pullen discusses with Livewire Markets how the recent dip in the valuations of Microsoft and Amazon means they now offer reasonable value to investors, as they still appear attractive as long-term winners.
-
-
Thank you Profile Financial Services for the opportunity to have Elisa Di Marco and Hannah Dickinson from our investment team present on the global investment outlook at your client lunch today! It was great to be part of the event and connect in person.
-
-
Listen to the full podcast here: https://lnkd.in/gu5r2zVU Ben McVicar discusses the importance of underlying economic strength when investing in infrastructure, explaining that these investments typically have long-term horizons, often spanning decades, and can benefit from structural growth dynamics rather than immediate economic changes.
-
Watch the series here: https://lnkd.in/d7jHQ2Dp Magellan Minutes returns for its tenth series! Our Investment team explore the ongoing social and economic effects of how certain industry landscapes and activities are impacting various economies, industries and stocks. The series has been accredited with 0.75 CPD Hours.
-
-
Register to hear Investment Director, Elisa Di Marco at the upcoming InvestmentMarkets Investor webinar event. Click here to register now: https://lnkd.in/gNxBekWm Elisa will share insights on how consumer companies drive innovation, what defines a quality company, and how they can make attractive long-term investments.
-
-
Listen now: https://lnkd.in/gnMfXwff Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco, break down key investment opportunities and risks for the year ahead — from Trump’s economic policies to interest rates, from inflation to the future of alternative energy, and the impact of AI on both Silicon Valley and the US utilities sector.
-
In this quarterly update, Nikki Thomas, CFA talks through the structure of the Magellan High Conviction Fund, highlighting top performers and how the portfolio is positioned for future growth. Learn more about the Magellan High Conviction Fund: https://lnkd.in/getfQnpW This video is CPD accredited.
-
We’re excited to be back! Tune in to our first podcast of the year: https://lnkd.in/gxGMBTsW 2025: Where to Find Market Opportunities Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco discuss the outlook for markets and key themes for this year — from Trump’s economic policies to interest rates, from inflation to the future of alternative energy, and the impact of AI on both Silicon Valley and the US utilities sector. They offer expert insights to help investors tackle 2025 with confidence. This podcast is accredited 0.5 CPD Hours.
-