structural trends

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.

....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....