In The Know

Welcome

'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

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

In conversation with Magellan's Investment Team (Download Transcript)

31 October 2023 - Episode 39: How should investors think about Israel and decision making?

In conversation with Michael Morell, Former United States Acting Director of the CIA (Download Transcript)

27 September 2023 - Episode 38: Energising the Future: Sempra's Innovative Infrastructure Journey.

In conversation with Sempra chairman and CEO Jeff Martin (Download Transcript)

29 August 2023 - Episode 37: Cultivating change – Nestlé’s leading approach on sustainability and creating shared value.

In conversation with Rob Cameron, Nestlé’s Global Head of Public Affairs (Download Transcript)

25 July 2023 - Episode 36: Behind the screens - The evolution of streaming services and the investment case for Netflix

In conversation with Magellan's Portfolio Managers (Download Transcript)

27 June 2023 - Episode 35: Building the future - drilling into sustainability at Lowe’s

In conversation with Chris Cassell, Lowe's Vice President of Corporate Sustainability (Download Transcript)

 

30 May 2023 - Episode 34: Beyond the sheets: Dissecting the downfall of a US retail giant

A case study on the Bed, Bath and Beyond (Download Transcript)

 

26 April 2023 - Episode 33: Consumer deep dive — how best to weather the storm

In conversation with analysts from Magellan's investment team (Download Transcript)

 

28 March 2023 - Episode 32: American Water — a pipeline to dependable returns

In conversation with Susan Hardwick, American Water President and CEO. (Download Transcript)

 

28 February 2023 - Episode 31: Cyber security - the new world order

In conversation with Suzette Kent, former US Federal Chief Information Officer and global business transformation executive. (Download Transcript)

 

31 January 2023 - Episode 30: 2023 – The investment year ahead (Download Transcript)

In conversation with Magellan's Global Portfolio Managers, Nikki Thomas and Arvid Streimann

 

Previous episodes

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.

 
 
 
This material has been published by Magellan Asset Management Limited (‘Magellan’) for general informational purposes only and is not intended to be relied upon as investment advice or advice of any other nature.  Nothing in this material is intended to constitute a recommendation of any kind, an offer to buy or sell any financial product or a suggestion to adopt any investment strategy or investment action. Investors should consult with their own professional advisors before making any investment decisions. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ statements and no guarantee is made that any forecasts or predictions made will materialise.  This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan.
 

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