
Sign up to save your podcasts
Or


As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable competitive advantage. In this episode, Magellan’s Head of Listed Funds, Jennifer Herbert is joined by Sector Head of Franchises & Healthcare Hannah Dickinson, and investment analysts Lucina Martin, and James Macdonald, for a broad exploration of the investment tactics used to identify the quality, compounding consumer-centred companies that will weather the wild economic storms.
By Magellan Asset Management5
22 ratings
As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable competitive advantage. In this episode, Magellan’s Head of Listed Funds, Jennifer Herbert is joined by Sector Head of Franchises & Healthcare Hannah Dickinson, and investment analysts Lucina Martin, and James Macdonald, for a broad exploration of the investment tactics used to identify the quality, compounding consumer-centred companies that will weather the wild economic storms.

11 Listeners

85 Listeners

23 Listeners

45 Listeners

9 Listeners

10 Listeners

55 Listeners

21 Listeners

3 Listeners

7 Listeners

26 Listeners

29 Listeners

5 Listeners

19 Listeners

16 Listeners