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22 December 2024

Home / White Papers 2023

Magellan Minutes on AI and Energy

Magellan Minutes is an investment insights initiative, in which senior members of Magellan's investment team dissect the markets and take a deeper look into the sectors and stocks that make up their global and infrastructure portfolios. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each approximately 10 minutes.

Summaries of two of the videos are featured here. The first on AI and the second on the energy transition.

Insight: From chips to cloud: Advances and opportunities in AI

Adrian Lu, Investment Analyst, provides insights into the developments and opportunities in Artificial Intelligence (AI). The frontrunners in this space and the challenges and future growth of this sector.

Insight: Who will benefit from the energy transition?

David Costello, Portfolio Manager, provides insight into the opportunities we see from the energy transition and companies that may benefit from this transition.

 

Access all videos in the series here

 


 

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