Watch here: https://lnkd.in/d7n_CarP Over the last decade, Mondelez, one of the world's largest snacking companies, has evolved and strengthened its economic moat, reaccelerated growth and increased the reliability of its earnings algorithm. Lucina Martin shares insights on how Mondelez is positioned to evolve its portfolio and remain an incumbent snacks player over the long term.
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We are pleased to announce our 2024/25 Magellan Summer Internship program in our Sydney office. The program is for students in their penultimate year of university and aims to promote, engage, and attract talent into funds management. Applications will close on 31 July 2024. To find out more visit our website here: https://lnkd.in/gSpNF5dQ
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Tune in here: https://lnkd.in/g48mU-Y4 The energy landscape is transforming, with US utilities at the forefront. The growth of data centres, manufacturing, and the push for net-zero emissions are driving a significant growth cycle. Magellan’s Jowell Amores chats with Gale Klappa, Chairman of WEC Energy Group, one of the largest investor-owned utilities in the US and Jim Paetsch Executive Director of Milwaukee 7 about this pivotal moment in the utilities sector. #infrastructure
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We are pleased to announce that the Magellan Core ESG Fund has received classification as a Sustainable Plus investment product from the Responsible Investment Association Australasia (RIAA). The Classification Symbol signifies the degree to which sustainability is a consideration and binding investment criteria, and that the Magellan Core ESG Fund has adopted the operational and disclosure practices required under the Responsible Investment Certification Program and meet all requirements of the Responsible Investment Standard. https://lnkd.in/g3VjrZEq #responsibleinvestment
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Watch Here: https://lnkd.in/guZ6d6UQ Elisa Di Marco chats with Livewire Markets on Magellan's approach to quality and ESG, highlighting the importance of structural growth trends in defining quality and explains how these strategies can be effectively integrated into a portfolio. #investing
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The boom in AI is driving huge demand for data centre’s and electricity across the US. WEC Energy Group looks well placed to benefit from these tailwinds. Listen here: https://lnkd.in/gmS686GD #globalinvesting
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The Magellan team had the absolute pleasure of having Carolyn Campbell-McLean from Muscular Dystrophy NSW (MDNSW), in our head office this week. Carolyn shared insights into neuromuscular conditions and the services, programs and research MDNSW provides to its community along with valuable tips in disability awareness. https://mdnsw.org.au/ As one of the Core Fund Manager’s in the Hearts and Minds Investments (HM1) Magellan is able to recommend beneficiaries for their charitable donations. Magellan is a proud supporter of MDNSW via HM1, with the funds being put towards its PHD scholarship program for medical research into neuromuscular disorders.
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Our recent podcast 'Lessons learnt from investing in essential services' explores the significant investment opportunities the sector presents. Listen here: https://lnkd.in/e3cc8ZBH
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Listen here: https://lnkd.in/gNNSV8Tf Ben McVicar and Gerald Stack discuss the infrastructure landscape and opportunities at play with essential services. #infrastructure
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Investment Analyst, Adrian Lu shares insights on SAP, a market leader in Enterprise Resource Planning (ERP) and explains the multi-year opportunities for SAP to capture additional value from innovation, all while driving further operating efficiencies.
