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Momentum in AI, tech and data centre investment is acting as the key driver for power demand growth. (Reading time: 4 mins)
After years of flat demand, data centres are forcing new capacity decisions and driving the next wave of investment. (Reading time: 6 mins)
Following a strong year for listed infrastructure assets, Co-Heads of Infrastructure and Portfolio Managers Ofer Karliner and Ben McVicar provide an overview of performance drivers and the outlook for the sector. They reflect on companies that performed well during the final quarter of 2025, as well as areas that lagged. They also discuss the key risks and opportunities facing the infrastructure sector in 2026 and outline how the portfolio is positioned to manage these risks while remaining exposed to long-term structural growth themes across global infrastructure. (Viewing time: 15 mins)
Portfolio Manager Steve Malin shares an update on recent performance across Australian and Global equity strategies, highlighting how its active systematic, data-driven investment process incorporates global stock linkages and market dynamics. Steve also outlines how Vinva’s approach differs from traditional systematic strategies and provides an outlook for the year ahead. (Viewing time: 9 mins)
Reflecting on a volatile year for global markets, Portfolio Manager Alan Pullen and Deputy Portfolio Manager Ryan Joyce share a quarterly update on the Magellan Global Opportunities strategy. They discuss portfolio performance amid geopolitical uncertainty, shifting interest-rate expectations and the continued influence of artificial intelligence on markets. Alan and Ryan highlight the importance of disciplined stock selection, providing insights on companies such as Dollar General, Thermo Fisher and selected semiconductor holdings. Looking ahead, they explain why the portfolio maintains a defensive tilt and is focused on high-quality companies. (Viewing time: 12 mins)
Global Listed Infrastructure’s key role in an investment portfolio. (Reading time: 6 mins)
The long-term strength of infrastructure in a portfolio. (Reading time: 5 mins)
Infrastructure provides the robust, defensive qualities investors appreciate. (Reading time: 5 mins)
Whilst facing headwinds, momentum for Renewable energy remain strong.
Vinva Investment Management (Vinva) is a leading global equity investment manager founded in Australia in 2010. With over 25 years of investment experience, Vinva is a pioneer in systematic equity strategies and specialise in long-only and long-short strategies across global equity markets. (Viewing time: 10 mins)
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