
Show Notes
In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the largest publicly traded US water and waste water utility company, and North America’s premier energy infrastructure company, Sempra. Magellan Portfolio Manager Jowell Amores speaks with American Water’s President and CEO, Susan Hardwick, and Sempra Chairman and CEO Jeff Martin, in an insightful discussion about their strategies for providing attractive and consistent returns.
More from MAGELLAN - In The Know
What did the latest reporting season reveal about the state of the Australian share market, and could the ASX’s potentially biggest IPO in decades, Firmus Technologies, reshape the picture?
Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite differently from corporate and real estate private credit that has attracted much of the recent attention.
Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built.
Geopolitical events are no longer just creating short-term market volatility, they’re reshaping the global investment landscape in more lasting ways.
How are data and AI reshaping the future of active investing?