Magellan Minutes - Series 5

Welcome to series 5?of?Magellan Minutes, in which senior members of our investment team dissect the markets and take a deeper look into the sectors and stocks that make up our global and infrastructure portfolios. This series is designed to provide you with concise, relevant and digestible talking points on global markets, each in under?10 minutes.?

What's in store for Quick Service Restaurants?

Franchises Sector: Quick Service Restaurants

Emma Henderson, Investment Analyst

Magellan own three restaurant companies in the Global Fund: McDonalds, Yum Brands and Chipotle Mexican Grill. Hear from Investment Analyst, Emma Henderson, as she talks through how quick service restaurants are faring and the key trends facing the industry. (Viewing time: 9?mins)

"It's growing sales and margins in its existing restaurants, driving some leverage on corporate costs, buying back stock and when you add all that together, we expect that this company can deliver shareholder returns of around 20% p.a for shareholders...."

The great 'chip' saga continues

Enterprise Software

Adrian Lu, Investment Analyst

Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML. (Viewing time: 8 mins)

"They have a commanding lead over the competition, because they've invested so many years and so much R&D into this space, its' resulted in them having over 90% market share."

Click here to access all 8 videos from Magellan Minutes - Series 5.?

Please note: these videos were recorded on 19?October?2022.