MAGELLAN - In The Know
By Magellan Asset Management
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Category: Investing
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Episodes: 70
Description
’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.
For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.
| Episode | Date |
|---|---|
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Finding the edge: data, AI and active investing
|
May 25, 2026 |
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Infrastructure, energy and the affordability challenge
|
Apr 27, 2026 |
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AI disruption, real assets and opportunity in Australian equities
|
Mar 30, 2026 |
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Outlook for global equities: what could surprise markets in 2026
|
Feb 23, 2026 |
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The infrastructure outlook: Hidden opportunities, real risks
|
Nov 24, 2025 |
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From search to answers: How AI is changing the game
|
Oct 27, 2025 |
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Australian Equities: Where are we now, and what’s next?
|
Sep 29, 2025 |
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The next wave: Visa’s critical role in AI powered commerce
|
Aug 25, 2025 |
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The art of the turnaround: investing in companies at a crossroads
|
Jul 28, 2025 |
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Intuit’s evolution from DIY software to an AI-driven expert platform
|
Jun 23, 2025 |
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The big issues for investors coming out of Washington
|
May 26, 2025 |
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Three investment sectors offering growth, innovation and opportunity
|
Apr 28, 2025 |
|
From noise to signals: Vinva’s unique approach to systematic investing
|
Apr 02, 2025 |
|
Xcel Energy – a bright spark to power growth
|
Mar 24, 2025 |
|
2025: Where to Find Market Opportunities
|
Feb 25, 2025 |
|
How Trump will impact equity markets
|
Nov 25, 2024 |
|
Exploring the market: Key insights on trends, spending and growth
|
Oct 28, 2024 |
|
Geopolitics and investment — the three hotspots to watch
|
Sep 23, 2024 |
|
Chipotle’s winning growth recipe
|
Aug 26, 2024 |
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From Resilient Retailers to Struggling Brands - A consumer sector deep dive
|
Jul 29, 2024 |
|
Data Centres and Beyond: WEC Energy powering regional US growth
|
Jun 24, 2024 |
|
Lessons learnt from investing in essential services
|
May 28, 2024 |
|
Decoding the Magnificent Seven: Profitability, fundamentals, and the future
|
Apr 30, 2024 |
|
Mastering the world of payments
|
Mar 25, 2024 |
|
Chipping away at the semiconductor market
|
Feb 26, 2024 |
|
Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's
|
Jan 29, 2024 |
|
Insights from the US: An update on the Impacts of GLP-1 on healthcare systems.
|
Dec 19, 2023 |
|
Pipelines to prosperity: the dependability of infrastructure investment
|
Dec 18, 2023 |
|
The weight loss drug shaping-up as a gamechanger
|
Nov 27, 2023 |
|
How should investors think about Israel and decision making?
|
Oct 31, 2023 |
|
Energising the Future: Sempra’s Innovative Infrastructure Journey
|
Sep 27, 2023 |
|
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value
|
Aug 29, 2023 |
|
Behind the screens: The evolution of streaming services and the investment case for Netflix
|
Jul 25, 2023 |
|
Building the future - drilling into sustainability at Lowe’s
|
Jun 27, 2023 |
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Beyond the sheets: Dissecting the downfall of a US retail giant
|
May 30, 2023 |
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Consumer deep dive — how best to weather the storm
|
Apr 25, 2023 |
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American Water — a pipeline to dependable returns
|
Mar 28, 2023 |
|
Cyber security – the new world order
|
Feb 27, 2023 |
|
2023 — The investment year ahead
|
Jan 30, 2023 |
|
‘Revenge travel’ – the recovery, opportunities and risks for investments
|
Dec 19, 2022 |
|
Understanding China and the impacts for investors
|
Nov 28, 2022 |
|
Energy boost — A new ”industrial revolution” for investors
|
Oct 24, 2022 |
|
Powering up — The vaulting potential of WEC Energy Group
|
Sep 27, 2022 |
|
Spirit of success — Diageo’s compounding value and growing market share
|
Aug 29, 2022 |
|
A Pivotal Moment that could decide how this century plays out
|
Jul 26, 2022 |
|
Payments “Revolution” — Visa drives a surge in digital transactions
|
Jun 27, 2022 |
|
The road to a sound investment — Transurban’s strategy for success
|
May 31, 2022 |
|
In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.
|
Apr 26, 2022 |
|
War in Europe
|
Mar 28, 2022 |
|
Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team
|
Feb 22, 2022 |
|
Prudence in Volatile Times — A panel discussion with senior members of Magellan’s investment team
|
Jan 24, 2022 |
|
The coming ‘viral blizzard‘
|
Dec 23, 2021 |
|
The Inflation Spectre Looming in the Global Economy
|
Nov 30, 2021 |
|
”Trust your instinct” – In conversation with Sir Frank Lowy AC
|
Oct 26, 2021 |
|
Building a world with a little more Yum!
|
Sep 27, 2021 |
|
Riding America's Connectivity Wave
|
Aug 31, 2021 |
|
Remaining rational in a tide of geo-political risk
|
Jul 27, 2021 |
|
Building a better future – Nestle’s CEO on leading the world’s largest food and beverage business towards a healthier world.
|
Jun 29, 2021 |
|
Steering financial markets through a crisis – a first-hand account
|
May 25, 2021 |
|
Reimagining medicine: Novartis' breakthrough therapies
|
Apr 26, 2021 |
|
On the Hunt for Super-Compounding Stocks
|
Mar 29, 2021 |
|
Special bonus episode: The year of living dangerously
|
Mar 29, 2021 |
|
Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
|
Feb 23, 2021 |
|
The rise and challenges of China - former CIA China analyst shares his views
|
Jan 28, 2021 |
|
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
|
Dec 28, 2020 |
|
Votes, vaccines, and a re-emerging world for investors
|
Nov 23, 2020 |
|
Reshaping RB: transformative strategies for a new world
|
Oct 26, 2020 |
|
People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
|
Sep 29, 2020 |
|
How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
|
Aug 25, 2020 |
|
In The Know - An Introduction
|
Aug 19, 2020 |