MAGELLAN - In The Know

Magellan Asset Management
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MAGELLAN - In The Know

‘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 hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.

  1. NOV 25

    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 ramifications? Magellan’s Head of Global Equities and Portfolio Manager, Arvid Streimann, has over 25 years’ experience of following markets and politics, and over this time has built up a network of trusted contacts, he can offer a measured, independent view of the situation, including his expectations on Donald Trump’s policy initiatives and decision making. He’s joined by Investment Director Elisa Di Marco for an exploration of the implications of a Republican clean sweep, including the impact on standards of living and consumer sentiment, as well as the potential for deregulation, and President Trump’s promise to adopt protectionist policies in an effort to develop self-sufficiency. They share insights into geopolitical dynamics, including U.S.-China relations, Iran and Ukraine, and discuss the risks and opportunities for investors.

    32 min

  2. OCT 28

    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 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 —from LVMH to the American Tower companies. The team offers insights on consumer spending trends and the resilience of some companies while others decline. They cover a lot of ground from the adaptation of Meta Platforms to market threats such as TikTok and the anticipated stimulus package in China, to the opportunities to invest in the infrastructure behind the growth of data usage.

    34 min

  3. SEP 23

    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 geopolitics advisers to survey the situations in the world’s trouble spots, and give sound, sometimes surprising, assessments of what to expect, and where and when to expect it. An observer with extraordinary expertise in the field, Former Acting CIA Director Michael Morell, speaks with Magellan Head of Global Equities and Portfolio Manager, Arvid Streimann surveying possible scenarios in the Middle East, Ukraine, and, closer to home, the South China Sea. It’s a frank and fascinating assessment of where disruptions may happen, the impact for investors and, among other things, what the consequences will be if Donald Trump regains the White House in November.

    31 min

  4. AUG 26

    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, Jack Hartung chats with Emma Henderson, Magellan’s Acting Sector Head of Franchises and Healthcare, on how Chipotle has maintained its commitment to food integrity while achieving remarkable profitability. They delve into the strategic decisions that have allowed Chipotle to scale successfully, leveraging its size for supply chain diversification, embracing digital innovation, and maintaining ownership of its restaurants to preserve quality and drive growth. Hear valuable insights into the financial and operational strategies behind Chipotle’s sustained success. This podcast was recorded 13 August 2024 (AEST), prior to the news of Chipotle’s CEO transition.

    33 min

  5. JUL 29

    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 lights and wealth to be created in the right places. In this episode of “Magellan in the Know,” Emma Henderson, acting head of Magellan’s Consumer Franchises and Healthcare team, is joined by Investment Analysts, Tracey Wahlberg and Lucina Martin, for a discussion into the complexities of the current consumer landscape. They share key factors influencing market caution, the impact of inflation on consumer behaviour, and the investment opportunities emerging amidst these challenges. From the resilience of retail giants like Costco and Amazon to the challenges for iconic brands like Nike and Estee Lauder, the team provide valuable insights for investors navigating a volatile market.

    25 min

  6. JUN 24

    Data Centres and Beyond: WEC Energy powering regional US growth

    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 chain, all underpinned by the continuous push for net-zero emissions. The I-94 corridor within the WEC Energy Group service territory is just a microcosm of what is currently unfolding across the US. The corridor has rapidly become a hotbed for economic growth. Microsoft has established a presence in the corridor with the construction of a substantial data centre, as well as other major global consumer brands, pharmaceutical and technology companies. WEC Energy, one of the largest investor-owned utilities in the US, is one of many well-placed to benefit from these megatrends, thereby creating low risk long term value for its investors. In this episode, Magellan Portfolio Manager Jowell Amores is joined by Gale Klappa, Chairman of WEC Energy, and Jim Paetsch, Executive Director of a regional development agency in the Midwest discussing this underappreciated investment opportunity.

    40 min

  7. MAY 28

    Lessons learnt from investing in essential services

    The long term regular and reliable returns from the infrastructure sector present an overwhelming opportunity. Infrastructure investing may initially seem intimidating to investors due to the substantial capital expenditures that companies require upfront. However, the long term regular and reliable returns from the infrastructure sector have the potential to grow your wealth over time with a high degree of confidence. In this episode, Magellan’s Head of Infrastructure, Gerald Stack, and Portfolio Managers Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing in these essential services.

    27 min

  8. APR 30

    Decoding the Magnificent Seven: Profitability, fundamentals, and the future

    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 existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again? With the high-profile technology companies — widely known as the ‘Magnificent Seven’ —providing huge returns in 2023, some observers fear a repeat of the tech wreck, but all is not what it seems. In this episode of ‘Magellan In the Know’, Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen. Together they discuss which companies will remain good long-term prospects because of strong fundamentals, and how new innovations like artificial intelligence can create change and growth. But they also look at which of the seven are best left alone.

    30 min
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About

‘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 hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.

Information

  • Creator
    Magellan Asset Management
  • Years Active
    2020 - 2024
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved. 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, witho
  • Show Website
    MAGELLAN - In The Know

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