
Infrastructure, energy and the affordability challenge
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond h...
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‘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...
Listen to MAGELLAN - IN THE KNOW, a Business podcast by Magellan Asset Management. Stream 69 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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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...
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MAGELLAN - IN THE KNOW is listed as a Business show. The show language is listed as English.
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MAGELLAN - IN THE KNOW is listed as a Business show by Magellan Asset Management.
This page lists 69 episodes for MAGELLAN - IN THE KNOW where feed data is available.