'Magellan - 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 as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.
‘In The Know’ - a monthly podcast from Magellan that's worth investing your time in!
LATEST EPISODES
26 November 2024 - Episode 52: How Trump will impact equity markets
Head of Global Equities and Portfolio Manager, Arvid Streimann chats with Investment Director Elisa Di Marco about the implications of a Republican clean sweep. (Download Transcript)
29 October 2024 - Episode 51: Exploring the market: Key insights on trends, spending and growth
Portfolio Manager Alan Pullen is joined by Investment Analysts, Emma Henderson, Claire Britton and Roy Harrison to discuss the latest global trends and how they are affecting some of the world’s biggest brands. (Download Transcript)
24 September 2024 - Episode 50: Geopolitics and investment — the three hotspots to watch
Former Acting CIA Director Michael Morell, speaks with Magellan Head of Global Equities and Portfolio Manager, Arvid Streimann. (Download Transcript)
27 August 2024 - Episode 49: Chipotle's winning growth recipe
Emma Henderson, Magellan’s Acting Sector Head for Franchises and Healthcare, chats to Jack Hartung, Chief Financial Officer of Chipotle Mexican Grill. (Download Transcript)
30 July 2024 - Episode 48: From Resilient Retailers to Struggling Brands - A consumer sector deep dive
Emma Henderson, Magellan’s Acting Sector Head for Franchises and Healthcare, along with Investment Analysts Tracey Wahlberg and Lucina Martin, discuss the complexities of the current consumer landscape. (Download Transcript)
25 June 2024 - Episode 47: Data Centres and Beyond – WEC Energy powering regional US growth
Magellan Infrastructure Portfolio Manager, Jowell Amores speaks with WEC Energy Group Chairman, Gale Klappa and Jim Paetsch, Vice President of Milwaukee 7. (Download Transcript)
28 May 2024 - Episode 46: Lessons learnt from investing in essential services
Magellan Infrastructure Portfolio Managers, Gerald Stack, Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing. (Download Transcript)
30 April 2024 - Episode 45: Decoding the Magnificent Seven: Profitability, fundamentals, and the future
Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen (Download Transcript)
26 March 2024 - Episode 44: Mastering the world of payments
Magellan’s Portfolio Manager of Core Global and Core ESG, Elisa Di Marco, is joined by Mastercard’s Head of Investor Relations, Devin Corr (Download Transcript)
27 February 2024 - Episode 43: Chipping away at the semiconductor market
Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment Analysts Adrian Lu and Dom Facchin (Download Transcript)
30 January 2024 - Episode 42: Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's
Episode 35 and 37 Highlights with Nestlé’s Global Head of Public Affairs, Rob Cameron and Lowes Vice President of Corporate Sustainability, Chris Cassell (Download Transcript)
20 December 2023 - Special Bonus Episode: Insights from the US: An update on the Impacts of GLP-1 on healthcare systems
Nikki Thomas and Wilson Nghe provide an update to our recent podcast on the popular weight loss drug Glucagon-like peptide 1 — or GLP-1 (Download Transcript)
19 December 2023 - Episode 41: Pipelines to prosperity: the dependability of infrastructure investment
Episode 32 and 38 Highlights with American Water’s President and CEO, Susan Hardwick and Sempra Chairman and CEO Jeff Martin (Download Transcript)
28 November 2023 - Episode 40: The weight loss drug shaping up as a gamechanger
Listen on your preferred platform via one of the links below. We hope you enjoy, and look forward to sharing our next episode with you next month.
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