Infrastructure, energy and the affordability challenge

MAGELLAN - IN THE KNOW by Magellan Asset Management

Apr 28, 202630:13Business

Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth. In this episode of In The Know, Rebecca Hiscock-Croft speaks, In...

Related Episodes

Continue listening to more episodes from MAGELLAN - IN THE KNOW.

What the headlines are missing on private credit

Aug 25, 2026 - 30:10

Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite diffe...

Cellnex: pricing power, moats and the next phase of shareholder returns

Jul 28, 2026 - 44:50

Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring...

The changing world order and what it means for investors

Jun 30, 2026 - 38:42

Geopolitical events are no longer just creating short-term market volatility, they’re reshaping the globa...

Finding the edge: data, AI and active investing

May 26, 2026 - 31:33

How are data and AI reshaping the future of active investing? Markets are moving faster than ever. AI is...

AI disruption, real assets and opportunity in Australian equities

Mar 30, 2026 - 37:23

How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma...

Outlook for global equities: what could surprise markets in 2026

Feb 23, 2026 - 25:00

What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfoli...

The infrastructure outlook: Hidden opportunities, real risks

Nov 24, 2025 - 26:00

In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation,...

From search to answers: How AI is changing the game

Oct 27, 2025 - 25:25

How is generative Artificial Intelligence impacting online search tools, and what does the future of sear...