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2025: Where to Find Market Opportunities

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Manage episode 468307394 series 2781330
Content provided by Magellan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magellan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and 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.

This Podcast is CPD Accredited for Financial Advisers: Access CPD Quiz

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 468307394 series 2781330
Content provided by Magellan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Magellan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and 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.

This Podcast is CPD Accredited for Financial Advisers: Access CPD Quiz

  continue reading

59 episodes

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