About this podcast
‘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 thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we…
73 episodes · business
MAGELLAN - In The Know
About this podcast
‘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 thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we…
Recent episodes
- Cellnex: pricing power, moats and the next phase of shareholder returns27 Jul · 45 min
- The changing world order and what it means for investors30 Jun · 39 min
- Finding the edge: data, AI and active investing25 May · 32 min
- Infrastructure, energy and the affordability challenge27 Apr · 30 min
- AI disruption, real assets and opportunity in Australian equities30 Mar · 37 min
- Outlook for global equities: what could surprise markets in 202623 Feb · 25 min
- The infrastructure outlook: Hidden opportunities, real risks24 Nov 2025 · 26 min
- From search to answers: How AI is changing the game27 Oct 2025 · 25 min
- Australian Equities: Where are we now, and what’s next?29 Sept 2025 · 24 min
- The next wave: Visa’s critical role in AI powered commerce25 Aug 2025 · 24 min
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