Magellan Financial Group
Market insights and commentary from Magellan Financial Group.
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Magellan Financial GroupEquities
National Adviser Roadshow - Vinva Investment Management - Magellan Investment Partners
Magellan Investment Partners hosted a national adviser roadshow in May 2026 featuring Vinva Investment Management, delivered in video format with an accompanying CPD quiz. The content is aimed at Australian financial advisers and covers Vinva's investment approach within the Magellan fund range.
Magellan Financial GroupAlternatives
Pressure at the pump - Magellan Investment Partners
Magellan's infrastructure team examines the impact of elevated oil prices—driven by the Strait of Hormuz closure—on toll road traffic, citing concrete data from Vinci and Transurban showing volume declines of 5–6% in early 2026. The team views the demand shock as sharp but transient, expecting traffic to stabilise as households adapt and governments provide fuel-cost relief measures.
Magellan Financial GroupEquities
National Adviser Roadshow - Airlie Funds Management - Magellan Investment Partners
A recorded video presentation from Magellan Investment Partners' May 2026 National Adviser Roadshow, featuring Airlie Funds Management and running approximately 27 minutes. The session is aimed at financial advisers and includes access to a CPD quiz, covering Airlie's Australian equities investment approach.
Magellan Financial GroupEquities
Shock absorption: managing the impact of the Middle East conflict on listed infrastructure - Magellan Investment Partners
Magellan Investment Partners analyses how a hypothetical Middle East conflict-driven oil price shock (~US$90–$100/bbl) affects listed infrastructure sub-sectors, differentiating exposure across airports, toll roads, regulated utilities, rail, and communications. The paper concludes that infrastructure's inflation pass-through mechanisms and demand consistency provide resilience, with recovery timelines of weeks to 6–12 months depending on sub-sector, while rising real interest rates represent the key secondary risk.