AI, Inflation and a record IPO: Decoding the ASX reporting season
What did the latest reporting season reveal about the state of the Australian share market, and could the ASX’s potentially biggest IPO in d...
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MAGELLAN - IN THE KNOW
‘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...
Episodes
20 of 74 episodesWhat the headlines are missing on private credit
Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite differently from corporate and real esta...
Cellnex: pricing power, moats and the next phase of shareholder returns
Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile op...
The changing world order and what it means for investors
Geopolitical events are no longer just creating short-term market volatility, they’re reshaping the global investment landscape in more last...
Finding the edge: data, AI and active investing
How are data and AI reshaping the future of active investing? Markets are moving faster than ever. AI is changing how investment managers re...
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...
AI disruption, real assets and opportunity in Australian equities
How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma Fisher, Deputy Head of Australian E...
Outlook for global equities: what could surprise markets in 2026
What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfolio Managers Alan Pullen and Casey Mc...
The infrastructure outlook: Hidden opportunities, real risks
In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment D...
From search to answers: How AI is changing the game
How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of c...
Australian Equities: Where are we now, and what’s next?
Following a volatile reporting season, we’re seeing one of the “unhappiest bull markets” in recent years. That’s according to Matt Williams,...
The next wave: Visa’s critical role in AI powered commerce
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...
The art of the turnaround: investing in companies at a crossroads
What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson,...
Intuit’s evolution from DIY software to an AI-driven expert platform
Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversa...
The big issues for investors coming out of Washington
The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock...
Three investment sectors offering growth, innovation and opportunity
In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and...
From noise to signals: Vinva’s unique approach to systematic investing
Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to ex...
Xcel Energy – a bright spark to power growth
Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promisi...
2025: Where to Find Market Opportunities
Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes f...
How Trump will impact equity markets
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...