structural trends

....and the core of Magellan's research DNA.

About nine months ago, we reviewed our investment case for Nike in ‘A Marathon, Not A Sprint’. With the benefit of time, vaccines, additional data points illuminating...

Following the Great Pandemic of 2020, the global economy is entering a robust recovery. This new business cycle is not like those that followed the previous two...

When looking to invest, many are drawn to the most exciting and attention-grabbing stocks. When this happens, good quality businesses with attractive growth profiles...

After a tumultuous year in which growth stocks dominated, the announcement of a successful vaccine has investors questioning whether these trends will continue. With...

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....