MAGELLAN - In The Know
Episodes
Infrastructure, energy and the affordability challenge
27 Apr 2026
Contributed by Lukas
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline ...
AI disruption, real assets and opportunity in Australian equities
30 Mar 2026
Contributed by Lukas
How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma Fisher, Deputy Head of Australian Equities at...
Outlook for global equities: what could surprise markets in 2026
23 Feb 2026
Contributed by Lukas
What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfolio Managers Alan Pullen and Casey McLean join ...
The infrastructure outlook: Hidden opportunities, real risks
24 Nov 2025
Contributed by Lukas
In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment Director ...
From search to answers: How AI is changing the game
27 Oct 2025
Contributed by Lukas
How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of conversat...
Australian Equities: Where are we now, and what’s next?
29 Sep 2025
Contributed by Lukas
Following a volatile reporting season, we’re seeing one of the “unhappiest bull markets” in recent years. That’s according to Matt Williams, H...
The next wave: Visa’s critical role in AI powered commerce
25 Aug 2025
Contributed by Lukas
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 your behalf?...
The art of the turnaround: investing in companies at a crossroads
28 Jul 2025
Contributed by Lukas
What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson, and In...
Intuit’s evolution from DIY software to an AI-driven expert platform
23 Jun 2025
Contributed by Lukas
Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation bet...
The big issues for investors coming out of Washington
26 May 2025
Contributed by Lukas
The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to...
Three investment sectors offering growth, innovation and opportunity
28 Apr 2025
Contributed by Lukas
In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compoun...
From noise to signals: Vinva’s unique approach to systematic investing
02 Apr 2025
Contributed by Lukas
Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to explore the ...
Xcel Energy – a bright spark to power growth
24 Mar 2025
Contributed by Lukas
Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising pot...
2025: Where to Find Market Opportunities
25 Feb 2025
Contributed by Lukas
Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes for this ye...
How Trump will impact equity markets
25 Nov 2024
Contributed by Lukas
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 the inves...
Exploring the market: Key insights on trends, spending and growth
28 Oct 2024
Contributed by Lukas
The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this episode Por...
Geopolitics and investment — the three hotspots to watch
23 Sep 2024
Contributed by Lukas
Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan...
Chipotle’s winning growth recipe
26 Aug 2024
Contributed by Lukas
How do you build one of North America’s best known restaurant brands while still maintaining high quality, low price, and industry-leading margins? ...
From Resilient Retailers to Struggling Brands - A consumer sector deep dive
29 Jul 2024
Contributed by Lukas
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 inflation...
Data Centres and Beyond: WEC Energy powering regional US growth
24 Jun 2024
Contributed by Lukas
US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing and supply ...
Lessons learnt from investing in essential services
28 May 2024
Contributed by Lukas
The long term regular and reliable returns from the infrastructure sector present an overwhelming opportunity. Infrastructure investing may initiall...
Decoding the Magnificent Seven: Profitability, fundamentals, and the future
30 Apr 2024
Contributed by Lukas
Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really exi...
Mastering the world of payments
25 Mar 2024
Contributed by Lukas
For more than 14 years, Magellan has invested in Mastercard — one of the world’s largest global payment networks. In this episode of Magellan In t...
Chipping away at the semiconductor market
26 Feb 2024
Contributed by Lukas
It’s a fascinating time in the semiconductor chip market. Thanks to the proliferation of devices, and even cars, that are heavily dependent on chip ...
Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's
29 Jan 2024
Contributed by Lukas
Sound environmental, social, and governance principles (ESG) — are crucial for ongoing sustainability and risk management, as well as the growing ne...
Insights from the US: An update on the Impacts of GLP-1 on healthcare systems.
19 Dec 2023
Contributed by Lukas
In this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, providing an up...
Pipelines to prosperity: the dependability of infrastructure investment
18 Dec 2023
Contributed by Lukas
In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American...
The weight loss drug shaping-up as a gamechanger
27 Nov 2023
Contributed by Lukas
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide 1...
How should investors think about Israel and decision making?
31 Oct 2023
Contributed by Lukas
How should investors think about recent events in Israel, and what impact does this have on Ukraine and Taiwan? In this fascinating episode of Magella...
Energising the Future: Sempra’s Innovative Infrastructure Journey
27 Sep 2023
Contributed by Lukas
A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500 company w...
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value
29 Aug 2023
Contributed by Lukas
It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base...
Behind the screens: The evolution of streaming services and the investment case for Netflix
25 Jul 2023
Contributed by Lukas
It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Portfolio ...
Building the future - drilling into sustainability at Lowe’s
27 Jun 2023
Contributed by Lukas
It’s the American version of Bunnings, but much bigger. Lowe’s isn’t only a good business investment, it’s a good business full stop, thanks t...
Beyond the sheets: Dissecting the downfall of a US retail giant
30 May 2023
Contributed by Lukas
The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, H...
Consumer deep dive — how best to weather the storm
25 Apr 2023
Contributed by Lukas
As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring...
American Water — a pipeline to dependable returns
28 Mar 2023
Contributed by Lukas
Even during volatile times, one of Magellan’s portfolio holdings has generated outstanding returns, and continues to deliver. American Water Works, ...
Cyber security – the new world order
27 Feb 2023
Contributed by Lukas
A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of experience ...
2023 — The investment year ahead
30 Jan 2023
Contributed by Lukas
With one of the toughest of investment years - 2022 - now behind us, it’s time to look at the road ahead, its tailwinds and potential pitfalls. In t...
‘Revenge travel’ – the recovery, opportunities and risks for investments
19 Dec 2022
Contributed by Lukas
In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector ...
Understanding China and the impacts for investors
28 Nov 2022
Contributed by Lukas
Some Asian markets fell right after Chinese President Xi Jinping cemented his position as the most powerful Chinese leader since Mao. President Xi use...
Energy boost — A new ”industrial revolution” for investors
24 Oct 2022
Contributed by Lukas
It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Eur...
Powering up — The vaulting potential of WEC Energy Group
27 Sep 2022
Contributed by Lukas
One of the USA’s largest power generation and gas distribution firms, WEC Energy Group supplies electricity to 4.6 million customers — including s...
Spirit of success — Diageo’s compounding value and growing market share
29 Aug 2022
Contributed by Lukas
A recent addition to the Magellan Global Strategy, Diageo is now the world’s leading producer of distilled spirits, with top shelf brands like Johnn...
A Pivotal Moment that could decide how this century plays out
26 Jul 2022
Contributed by Lukas
The future of the 21st Century could be decided in the coming months. That’s the view of Secretary Leon Panetta former US Secretary of Defence. Se...
Payments “Revolution” — Visa drives a surge in digital transactions
27 Jun 2022
Contributed by Lukas
The world’s largest payment network, which facilitates more than 6000 transactions every second, is in the front seat of the digital payments’ rev...
The road to a sound investment — Transurban’s strategy for success
31 May 2022
Contributed by Lukas
Infrastructure investment is a long-term activity, so it pays to identify areas of potential and start talking to governments early. That’s the meth...
In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.
26 Apr 2022
Contributed by Lukas
Identifying underappreciated quality businesses, as well as keeping an eagle eye out for diamonds in the rough, underlines the approach of one of the ...
War in Europe
28 Mar 2022
Contributed by Lukas
Russia’s invasion of Ukraine has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook. A combin...
Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team
22 Feb 2022
Contributed by Lukas
Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Magellan’s ...
Prudence in Volatile Times — A panel discussion with senior members of Magellan’s investment team
24 Jan 2022
Contributed by Lukas
Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approac...
The coming ‘viral blizzard‘
23 Dec 2021
Contributed by Lukas
In this episode, one of the world’s foremost epidemiologists, and a member of President-elect Joe Biden's Transition COVID-19 Advisory Board, Dr M...
The Inflation Spectre Looming in the Global Economy
30 Nov 2021
Contributed by Lukas
We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US...
”Trust your instinct” – In conversation with Sir Frank Lowy AC
26 Oct 2021
Contributed by Lukas
How do you turn a humble delicatessen into the world’s largest operator of shopping centres — Westfield Corporation? What sort of personality do y...
Building a world with a little more Yum!
27 Sep 2021
Contributed by Lukas
In early 2020, David Gibbs took the helm of Yum! Brands, the American fast-food giant that operates well-known brands including KFC, Pizza Hut and Tac...
Riding America's Connectivity Wave
31 Aug 2021
Contributed by Lukas
“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communicatio...
Remaining rational in a tide of geo-political risk
27 Jul 2021
Contributed by Lukas
Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the Australian Newspaper’s Business Editor at ...
Building a better future – Nestle’s CEO on leading the world’s largest food and beverage business towards a healthier world.
29 Jun 2021
Contributed by Lukas
In 2017, Mark Schneider left a leading role in healthcare to become CEO of Nestle, the world’s largest food company with over 150 year old history i...
Steering financial markets through a crisis – a first-hand account
25 May 2021
Contributed by Lukas
In 2006, after a stellar career as a financier and economist in the US, Kevin Warsh was elevated to the highest level of banking globally when he was ...
Reimagining medicine: Novartis' breakthrough therapies
26 Apr 2021
Contributed by Lukas
With a market cap of over $200bn, Novartis is one of the largest pharmaceutical companies in the world and a leader in developing trusted innovative t...
On the Hunt for Super-Compounding Stocks
29 Mar 2021
Contributed by Lukas
Since inception in 2006 to a now A$100 Billion asset management firm, Magellan Asset Management is recognised as a star performer in global investme...
Special bonus episode: The year of living dangerously
29 Mar 2021
Contributed by Lukas
Welcome to this special bonus episode of ‘Magellan in the Know’. Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Dou...
Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
23 Feb 2021
Contributed by Lukas
The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges....
The rise and challenges of China - former CIA China analyst shares his views
28 Jan 2021
Contributed by Lukas
China’s continued rise as a global economic powerhouse has met with increasing caution and push-back from the Western world, not least from the Unit...
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
28 Dec 2020
Contributed by Lukas
With the roll-out of vaccines to combat COVID-19, a new president in the White House come January, and a surge in online activity through 2020 shining...
Votes, vaccines, and a re-emerging world for investors
23 Nov 2020
Contributed by Lukas
As a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls emerge to suppress the devastating impact of ...
Reshaping RB: transformative strategies for a new world
26 Oct 2020
Contributed by Lukas
In this episode of Magellan - In the Know, Hamish Douglass, talks to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the m...
People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
29 Sep 2020
Contributed by Lukas
In this episode of In The Know, Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and Chief Executive Officer of Starbu...
How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
25 Aug 2020
Contributed by Lukas
In this episode, Magellan’s Chairman and CIO Hamish Douglass, talks to former deputy director of the CIA, Michael Morell. The pair discuss whether U...
In The Know - An Introduction
19 Aug 2020
Contributed by Lukas
‘In The Know’ is a monthly investment podcast brought to you by Magellan Asset Management; Experts in global investing. We seek to bring you time...