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AI disruption, real assets and opportunity in Australian equities
Magellan Investment Partners discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses.
In the Know Podcast
AI disruption, real assets and opportunity in Australian equities
Magellan Investment Partners discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses.Read Transcript
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