Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘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.

Cross Asset Strategy

<ul><li>Australian economy remains sluggish, but some positives include recovery in small caps and resilience of Australian consumers</li><li>Market volatility and narrow leadership driving unhappiness among active investors</li><li>Resilience of Aussie consumer and strong retail results stood out in recent reporting season, with small caps and US housing exposure also notable themes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Australian economy remains sluggish, but some positives include recovery in small caps and resilience of Australian consumersMarket volatility and narrow leadership driving unhappiness among active investorsResilience of Aussie consumer and strong retail results stood out in recent reporting season, with small caps and US housing exposure also notable themesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Australian Equities: Where are we now, and what’s next?

Equity Bottom-Up

Visa Inc. operates a retail electronic payments network and manages global financial services.  The Company also offers global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.

<ul><li>AI is becoming more integrated into daily life, including potential use for planning holidays and making payments</li><li>Visa is focusing on innovation to redefine the future of payments, with a history of adapting to new technologies and consumer expectations</li><li>Visa's chief Product officer discusses the company's vision for the future of consumer payments and the opportunities they see in the market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is becoming more integrated into daily life, including potential use for planning holidays and making paymentsVisa is focusing on innovation to redefine the future of payments, with a history of adapting to new technologies and consumer expectationsVisa's chief Product officer discusses the company's vision for the future of consumer payments and the opportunities they see in the marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The next wave: Visa’s critical role in AI powered commerce

<ul><li>Magellan in the Know podcast discusses consumer sector turnaround opportunities</li><li>Definition of a successful turnaround and examples of companies that do and do not meet the criteria</li><li>Importance of consistent investment philosophy and focus on protecting against permanent capital loss</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Magellan in the Know podcast discusses consumer sector turnaround opportunitiesDefinition of a successful turnaround and examples of companies that do and do not meet the criteriaImportance of consistent investment philosophy and focus on protecting against permanent capital lossThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The art of the turnaround: investing in companies at a crossroads

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

<ul><li>Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customers</li><li>Intuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutions</li><li>Intuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customersIntuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutionsIntuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intuit’s evolution from DIY software to an AI-driven expert platform

Xcel Energy, Inc. provides electric and natural gas services.  The Company offers a variety of energy-related services, including generation, transmission, and distribution of electricity and natural gas throughout the United States. Xcel utilities serve customers in portions of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas and Wisconsin.

<ul><li>Brian Van Abel, CFO of Xcel Energy, discusses the opportunities presented by power hungry data centers</li><li>Xcel Energy is a large fully regulated electric and gas utility serving eight states with a market cap of approximately $40 billion</li><li>Xcel Energy has a track record of delivering on earnings guidance and is committed to carbon reduction goals, with a 2050 carbon-free goal and plans to reduce carbon by more than 80% by 2030</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brian Van Abel, CFO of Xcel Energy, discusses the opportunities presented by power hungry data centersXcel Energy is a large fully regulated electric and gas utility serving eight states with a market cap of approximately $40 billionXcel Energy has a track record of delivering on earnings guidance and is committed to carbon reduction goals, with a 2050 carbon-free goal and plans to reduce carbon by more than 80% by 2030This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Xcel Energy – a bright spark to power growth