Invest Talk with Paul Trainor and Magellan’s Ben McVicar


Information for advice professionals only.

In this third instalment of Invest Talk, Paul Trainor chats all things infrastructure with Ben McVicar, Portfolio Manager for the Magellan Infrastructure fund. In reflecting upon the current macro environment of fiscal stimulus and inflationary expectations, Paul & Ben discuss how Magellan’s framework around infrastructure investing changed during this time of COVID and explore opportunities that may emerge.

You can also access this podcast via Soundcloud.

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast & PDF
Annual consent legislation has received Royal Assent and will apply from 1 July 2021. In this podcast, we explore additional issues that aren’t addressed by the legislation for which clarity is needed for successful implementation of these measures.
Podcast & PDF
In a week where the news has been largely focussed on the news -or a lack of news – this week’s podcast looks at the news to report from Federal Parliament
Podcast & PDF

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