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...
Radio and PodcastLive Radio & PodcastsBusiness
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...
MAGELLAN - IN THE KNOW Podcast Guide
Listen to MAGELLAN - IN THE KNOW, a Business podcast by Magellan Asset Management. Stream 70 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
Show Topic
Browse this show under Business podcasts.
Episodes
20 episodes are loaded now from a catalog of 70. More episodes can be opened from this page.
Discover More
Explore Business podcasts, Australia podcasts and English podcasts.
Episodes
20 of 70 episodesInfrastructure, 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...
Exploring the market: Key insights on trends, spending and growth
The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this e...
Geopolitics and investment — the three hotspots to watch
Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘...
Chipotle’s winning growth recipe
How do you build one of North America’s best known restaurant brands while still maintaining high quality, low price, and industry-leading m...
From Resilient Retailers to Struggling Brands - A consumer sector deep dive
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...