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Magellan Global Opportunities Quarterly Update July 2026
Portfolio Managers Alan Pullen and Ryan Joyce of Magellan Investment Partners discuss the key drivers behind strong global equity market returns, including the receding risk from high energy prices and the surge in semiconductor and data centre supply chain stocks.
Magellan Global Opportunities Quarterly Update July 2026
Portfolio Managers Alan Pullen and Ryan Joyce of Magellan Investment Partners discuss the key drivers behind strong global equity market returns, including the receding risk from high energy prices and the surge in semiconductor and data centre supply chain stocks.Read Transcript
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