Three investment sectors offering growth, innovation and opportunity

In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential components powering a vast array of electronic devices we use daily. They also delve into the US energy landscape and how it is being reshaped by the growing influence of AI, data centres, and the return of manufacturing.

You can listen to Three investment sectors offering growth, innovation and opportunity online on Radio and Podcast. Open the player on this page to stream the available audio.

Three investment sectors offering growth, innovation and opportunity is an episode from MAGELLAN - IN THE KNOW by Magellan Asset Management.

This episode is 30:02 long.

This episode was published on Apr 28, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from MAGELLAN - IN THE KNOW when more episodes are available from the podcast feed.