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MAGELLAN - In The Know

MAGELLAN - In The Know

Magellan Asset Management
Veröffentlicht: 2024-11-25
© Copyright 2024 All rights reserved. This material has been published by Magellan Asset Management Limited (‘Magellan’) for general informational purposes only and is not intended to be relied upon as investment advice or advice of any other nature. Nothing in this material is intended to constitute a recommendation of any kind, an offer to buy or sell any financial product or a suggestion to adopt any investment strategy or investment action. Investors should consult with their own professional advisors before making any investment decisions. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ statements and no guarantee is made that any forecasts or predictions made will materialise. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, witho
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55 Folgen
Audio
Anhören auf Apple Podcasts
Gratis0%
55 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2024-11-25
© Copyright 2024 All rights reserved. This material has been published by Magellan Asset Management Limited (‘Magellan’) for general informational purposes only and is not intended to be relied upon as investment advice or advice of any other nature. Nothing in this material is intended to constitute a recommendation of any kind, an offer to buy or sell any financial product or a suggestion to adopt any investment strategy or investment action. Investors should consult with their own professional advisors before making any investment decisions. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ statements and no guarantee is made that any forecasts or predictions made will materialise. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, witho
Aktuelle Folge
How Trump will impact equity markets

How Trump will impact equity markets

Länge: 31:52
Abspielen
The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?
Magellan’s Head of Global Equities and Portfolio Manager, Arvid Streimann, has over 25 years’ experience of following markets and politics, and over this time has built up a network of trusted contacts, he can offer a measured, independent view of the situation, including his expectations on Donald Trump’s policy initiatives and decision making.
He’s joined by Investment Director Elisa Di Marco for an exploration of the implications of a Republican clean sweep, including the impact on standards of living and consumer sentiment, as well as the potential for deregulation, and President Trump’s promise to adopt protectionist policies in an effort to develop self-sufficiency. They share insights into geopolitical dynamics, including U.S.-China relations, Iran and Ukraine, and discuss the risks and opportunities for investors.
Folgen-ID: 1000678213377
GUID: magellan.podbean.com/59d77486-9c8b-3092-854a-42f0b3ae59d3
Erscheinungs­datum: 25.11.2024, 22:41:38

Beschreibung

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in!
Magellan - Experts in global investing.
For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.

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