The compelling opportunities we are seeing across sectors

Our Magellan minutes series is designed to provide you with concise, relevant and digestible talking points on global markets, each video is around 10 minutes. The series has been accredited with 0.75 CPD hours.

In this series, our Investment team explore the ongoing social and economic effects of how certain industry landscapes and activities are impacting various economies, industries and stocks.

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Under the hood of the consumer economy

Hannah Dickinson, Portfolio Manager and Sector Head Franchises & Healthcare

Magellan has long invested in the consumer sector, the largest part of the economy, with a focus on luxury companies, consumer discretion and consumer staples. Portfolio Manager and Analyst Hannah Dickinson discusses the current consumer sentiment, which is showing signs of stabilisation despite a dip in discretionary spending during the 2024 election period. She also examines the impact of Trump’s policies on consumer companies and identifies opportunities in the sector, highlighting the importance of companies with strong pricing power to navigate these complexities.

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The future of healthcare: Trump, policy and innovation

Wilson Nghe, Investment Analyst

Is the healthcare sector ready for transformation amidst uncertainty? Investment Analyst Wilson Nghe explores the current state of the healthcare sector, highlighting the impact of Trump’s policy initiatives and the surrounding political noise. Wilson explains that increased uncertainty in the sector adds to higher volatility and regulatory risk, which is crucial in assessing the healthcare sector’s outlook and risks. Despite these challenges, there are significant opportunities in healthcare innovation, with companies like Stryker at the forefront of medical technology advancements and with the rise of GLP-1 therapy development.

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Powering demand and supply: Investing in utilities

Fiona Wu, Investment Analyst

The US energy landscape is being reshaped by the growing influence of AI, data centres, and the return of manufacturing. As energy demand soars, a diverse mix of energy sources, including nuclear power, natural gas, and renewables, is shaping the landscape. Investment Analyst Fiona Wu delves into this dynamic environment, highlighting the exciting investment opportunities it presents, particularly for regulated utilities. She also provides insights into the companies that are effectively capturing this demand and expanding their operations.

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Why semiconductors are driving future innovation

Adrian Lu, Investment Analyst

Semiconductors are the essential components powering a vast array of electronic devices we use daily. Investment Analyst Adrian Lu explains how the semiconductor industry has experienced rapid growth and is set to continue expanding. Adrian highlights the industry’s robust outlook and discusses DeepSeek’s innovative entrance into the sector, which has made AI models cheaper and more efficient to build and run. He also provides insights on TSMC, a high-quality company that stands out as a key player in the sector due to its unique role in the semiconductor value chain.

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