Where to find market opportunities

There are opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and the key themes for this year, ‘Magellan – In The Know’ draws on the knowledge of Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco. Together they break down what’s ahead — from Trump’s economic policies to interest rates, from inflation to the future of alternative energy, and the impact of AI on both Silicon Valley and the US utilities sector. They offer expert, insights to help investors tackle 2025 with confidence.

It's great to be back! We've got a great line-up of guests for 2025. Look out for our next episode in late March. Don’t forget to follow the “Magellan In the Know” podcast for free to receive notifications when new episodes drop.