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MAGELLAN - In The Know
Magellan Asset Management
65 episodes
1 week ago
‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
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Investing
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All content for MAGELLAN - In The Know is the property of Magellan Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Show more...
Investing
Business
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Data Centres and Beyond: WEC Energy powering regional US growth
MAGELLAN - In The Know
40 minutes
1 year ago
Data Centres and Beyond: WEC Energy powering regional US growth
US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing and supply chain, all underpinned by the continuous push for net-zero emissions. The I-94 corridor within the WEC Energy Group service territory is just a microcosm of what is currently unfolding across the US. The corridor has rapidly become a hotbed for economic growth. Microsoft has established a presence in the corridor with the construction of a substantial data centre, as well as other major global consumer brands, pharmaceutical and technology companies. WEC Energy, one of the largest investor-owned utilities in the US, is one of many well-placed to benefit from these megatrends, thereby creating low risk long term value for its investors. In this episode, Magellan Portfolio Manager Jowell Amores is joined by Gale Klappa, Chairman of WEC Energy, and Jim Paetsch, Executive Director of a regional development agency in the Midwest discussing this underappreciated investment opportunity.
MAGELLAN - In The Know
‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.