Gerald Stack's guest appearances

Gerald Stack

Inside the Rope with David Clark

Wattle Partners - Market Thinkers Series

Chris Joye

Andrew Lockhart

Nick Griffin

Craig Evans

John Murray

Alan Sheen

Paul Bassat

Chris Andrews

Steve Tucker

Rob Morrison

Kim Morrison

Peter Cooper

William Mitchell

Mark Smith

Roger Lloyd

OwlTail

Has COVID-19 changed the way we live and work forever? Many parts of our daily lives will change. Be it working from home more, reducing travel or changing the way we consume goods and spend our time. This will have far reaching implications for the economy, but particularly traditional infrastructure assets like airports and toll roads. Yet with change comes opportunity. The way we consume energy, purchase goods and interact with each other has evolved much quicker than anyone expected. In this session, we will discuss the outlook for traditional infrastructure assets including electricity grids, power generation and transport and outline why telecommunications (including 5G) and renewable energy assets warrant further consideration.The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Has COVID-19 changed the way we live and work forever? Many parts of our daily lives will change. Be it working from home more, reducing travel or changing the way we consume goods and spend our time. This will have far reaching implications for the economy, but particularly traditional infrastructure assets like airports and toll roads. Yet with change comes opportunity. The way we consume energy, purchase goods and interact with each other has evolved much quicker than anyone expected. In this session, we will discuss the outlook for traditional infrastructure assets including electricity grids, power generation and transport and outline why telecommunications (including 5G) and renewable energy assets warrant further consideration. The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Market Thinkers with Gerald Stack, Portfolio Manager at Magellan

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in listed assets with exposure to sectors such as toll roads, airports, rail and utilities. Gerald describes these assets as highly reliable, predictable and boring. However, Gerald and I discuss how investing in such assets has allowed the fund to return 20% during the last 12 months and generate returns of over 14% p.a. during the last 10 years (as of November 2019). Gerald mentions that the fund is not designed for individuals to get rich quick, but rather to generate wealth with a high degree of confidence. The fund targets long term returns of inflation + 5%, with low downside capture.The Magellan Infrastructure Fund manages around $8.5bn and is invested in listed infrastructure assets around the world.

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in listed assets with exposure to sectors such as toll roads, airports, rail and utilities. Gerald describes these assets as highly reliable, predictable and boring. However, Gerald and I discuss how investing in such assets has allowed the fund to return 20% during the last 12 months and generate returns of over 14% p.a. during the last 10 years (as of November 2019). Gerald mentions that the fund is not designed for individuals to get rich quick, but rather to generate wealth with a high degree of confidence. The fund targets long term returns of inflation + 5%, with low downside capture. The Magellan Infrastructure Fund manages around $8.5bn and is invested in listed infrastructure assets around the world.

Ep 52: Gerald Stack - A train set for Christmas