How industrials can benefit from a move to net zero

Welcome to series 5 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global and infrastructure portfolios. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each in under 10 minutes.

Please note: these videos were recorded on 19 October 2022.

Hear from Yathavan Suthaharan as he outlines why the industrials sector will become a beneficiary of the transition to net zero carbon emissions and why the world’s second largest aircraft equipment manufacturer, Safran, has earnt a place in the portfolio.



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Magellan Minutes is our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global and infrastructure portfolios. You can access more videos here

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Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

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