In this podcast, Ben McVicar, portfolio manager at Australian-based Magellan Asset Management, provides an overview of the philosophy and process behind Magellan’s infrastructure proposition. He outlines the importance of global infrastructure securities in diversifying an investor portfolio, he examines the issue of liquidity in the markets and how listed infrastructure has matured as an asset class since the global financial crisis. Ben provides an outlook for the asset class, outlining its potential tailwinds and headwinds, and reveals how Magellan is positioning its portfolio as a result. Running Order Run Time Topic 00:20 What differentiates Magellan’s approach to infrastructure? 02:57 How should investors

In this podcast, Dom Giuliano, Deputy CIO of Australian-based Magellan Asset Management, outlines the philosophy and positioning of Magellan’s Global Low Carbon Strategies. He explains how this portfolio fits in within the framework of traditional ESG and ethical funds, and why low-carbon strategies are becoming increasingly popular with institutional investors. He outlines the unique risks contained in this strategy and examines where stock opportunities present themselves. He also explains how passive solutions in this area may potentially lead to the inclusion of stocks incompatible with a genuine low-carbon strategy. Dom also provides a broad outlook for the global equities markets in 2018