Show Notes
Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again? With the high-profile technology companies — widely known as the ‘Magnificent Seven’ —providing huge returns in 2023, some observers fear a repeat of the tech wreck, but all is not what it seems.
In this episode of ‘Magellan In the Know’, Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen. Together they discuss which companies will remain good long-term prospects because of strong fundamentals, and how new innovations like artificial intelligence can create change and growth. But they also look at which of the seven are best left alone.
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?