Chipping away at the semiconductor market

In a recent episode of In The Know, Head of Global Equities & Portfolio Manager Arvid Streimann at Magellan (Core Fund Manager), discusses the outlook for the Semiconductor chip industry alongside Magellan Analysts, Adrian Lu and Dom Facchi.

They cover many stocks from HM1's portfolio, including Magellan's recommended stock included in our core portfolio, Microsoft.

Disclaimer: This material has been prepared by Magellan, published on 26 February 2024. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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