Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Magellan’s key investments stand to strengthen from such an environment? In this episode, key members of Magellan’s investment team put a spotlight on current macroeconomic issues and the outlook for two key sectors in our portfolio: payments and technology. Magellan Head of Macro and Portfolio Manager Arvid Streimann, Portfolio Manager Elisa Di Marco and Investment Analyst Adrian Lu are hosted by Key Account Manager Jennifer Herbert in this wide-ranging panel discussion.