Radio and PodcastLive Radio & PodcastsOpening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...
‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and t...
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond h...
How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma Fisher, Deputy Head of Australian E...
What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfolio Managers Alan Pullen and Casey Mc...
In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment D...
How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of c...
Following a volatile reporting season, we’re seeing one of the “unhappiest bull markets” in recent years. That’s according to Matt Williams,...
Artificial intelligence is rapidly working its way into our lives, but would you trust it not only to choose purchases but also to pay on yo...
What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson,...
Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversa...
The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock...
In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and...
Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to ex...
Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promisi...
Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes f...
The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal...
The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this e...
Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘...
How do you build one of North America’s best known restaurant brands while still maintaining high quality, low price, and industry-leading m...
We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by i...
US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing a...
The long term regular and reliable returns from the infrastructure sector present an overwhelming opportunity. Infrastructure investing may...
Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly re...
For more than 14 years, Magellan has invested in Mastercard — one of the world’s largest global payment networks. In this episode of Magella...
It’s a fascinating time in the semiconductor chip market. Thanks to the proliferation of devices, and even cars, that are heavily dependent...
Sound environmental, social, and governance principles (ESG) — are crucial for ongoing sustainability and risk management, as well as the gr...
In this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, provi...
In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments...
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like...
How should investors think about recent events in Israel, and what impact does this have on Ukraine and Taiwan? In this fascinating episode...
A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500...
It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder...
It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Po...
It’s the American version of Bunnings, but much bigger. Lowe’s isn’t only a good business investment, it’s a good business full stop, thanks...
The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this...
As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is...
Even during volatile times, one of Magellan’s portfolio holdings has generated outstanding returns, and continues to deliver. American Water...
A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of e...
With one of the toughest of investment years - 2022 - now behind us, it’s time to look at the road ahead, its tailwinds and potential pitfal...
In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the trav...
Some Asian markets fell right after Chinese President Xi Jinping cemented his position as the most powerful Chinese leader since Mao. Presid...
It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in...
One of the USA’s largest power generation and gas distribution firms, WEC Energy Group supplies electricity to 4.6 million customers — inclu...
A recent addition to the Magellan Global Strategy, Diageo is now the world’s leading producer of distilled spirits, with top shelf brands li...
The future of the 21st Century could be decided in the coming months. That’s the view of Secretary Leon Panetta former US Secretary of Defen...
The world’s largest payment network, which facilitates more than 6000 transactions every second, is in the front seat of the digital payment...
Infrastructure investment is a long-term activity, so it pays to identify areas of potential and start talking to governments early. That’s...
Identifying underappreciated quality businesses, as well as keeping an eagle eye out for diamonds in the rough, underlines the approach of o...
Russia’s invasion of Ukraine has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook. A...
Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Mag...
Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain the...