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About This Podcast
’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.
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Recent Episodes
Finding the edge: data, AI and active investing
How are data and AI reshaping the future of active investing? Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions — and the edge…
Infrastructure, energy and the affordability challenge
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth. In this episode of In The Know, Rebecca…
AI disruption, real assets and opportunity in Australian equities
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 Airlie Funds Management and Joe Wright, Deputy…
Outlook for global equities: what could surprise markets in 2026
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 Investment Director and Analyst, Elisa Di Marco…
The infrastructure outlook: Hidden opportunities, real risks
In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment Director with Magellan’s Infrastructure team, speaks with…
From search to answers: How AI is changing the game
How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of conversation between Elisa Di Marco, Investment Director and…
Australian Equities: Where are we now, and what’s next?
Following a volatile reporting season, we’re seeing one of the “unhappiest bull markets” in recent years. That’s according to Matt Williams, Head of Australian Equities at Airlie Funds Management. He…
The next wave: Visa’s critical role in AI powered commerce
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? That’s the world we’re heading towards,…
The art of the turnaround: investing in companies at a crossroads
What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson, and Investment Analyst Emma Henderson explore consumer…
Intuit’s evolution from DIY software to an AI-driven expert platform
Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company’s Chief Technology Officer, Alex…
The big issues for investors coming out of Washington
The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it’s a good time to draw on the…
Three investment sectors offering growth, innovation and opportunity
In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to…
From noise to signals: Vinva’s unique approach to systematic investing
Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to explore the world of systematic investing. Morry explains how…
Xcel Energy – a bright spark to power growth
Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising potentially dramatic new growth. Artificial intelligence…
2025: Where to Find Market Opportunities
Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes for this year, ‘Magellan – In The Know’ draws on the…
How Trump will impact equity markets
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 investment, economic and geopolitical…
Exploring the market: Key insights on trends, spending and growth
The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this episode Portfolio Manager Alan Pullen is joined by…
Geopolitics and investment — the three hotspots to watch
Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan In the Know’ we turn to one of Magellan’s trusted…
Chipotle’s winning growth recipe
How do you build one of North America’s best known restaurant brands while still maintaining high quality, low price, and industry-leading margins? Chief Financial Officer of Chipotle Mexican Grill,…
From Resilient Retailers to Struggling Brands - A consumer sector deep dive
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 and interest rates. But there are still shining…
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MAGELLAN - In The Know has published 70 episodes since August 2020, covering topics in Business, Investing.
MAGELLAN - In The Know is currently highly active with new episodes monthly. Average episode length is 37m.
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