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Lipper Alpha Insight - Fund Manager Chat


May 14, 2018

In this podcast, Dom Giuliano, Deputy CIO of Magellan Asset Management outlines the philosophy and positioning of Magellan's Global Low Carbon Strategies.

He explains how this portfolio fits in within the framework of traditional ESG and ethical funds, and why low carbon strategies are becoming increasingly popular with institutional investors. He outlines the unique risks contained in this strategy and examines where stock opportunities present themselves. He also explains how passive solutions in this area may potentially lead to the inclusion of stocks incompatible with a genuine low carbon strategy.

Dom also provides a broad outlook for the global equities markets in 2018 and outlines the levels of cash he is currently holding in his portfolios.