What the headlines are missing on private credit
Aug 25, 2026 - 30:10
Radio and PodcastLive Radio & PodcastsBusiness
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 operators who have few practical alternatives once a site is built. This episode o...
Related Episodes
Continue listening to more episodes from MAGELLAN - IN THE KNOW.
The changing world order and what it means for investors
Jun 30, 2026 - 38:42
Finding the edge: data, AI and active investing
May 26, 2026 - 31:33
Infrastructure, energy and the affordability challenge
Apr 28, 2026 - 30:13
AI disruption, real assets and opportunity in Australian equities
Mar 30, 2026 - 37:23
Outlook for global equities: what could surprise markets in 2026
Feb 23, 2026 - 25:00
The infrastructure outlook: Hidden opportunities, real risks
Nov 24, 2025 - 26:00
From search to answers: How AI is changing the game
Oct 27, 2025 - 25:25