23 episodes

‘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.

MAGELLAN - IN THE KNOW Magellan Asset Management

    • Business
    • 5.0 • 2 Ratings

‘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.

    In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.

    In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.

    Identifying underappreciated quality businesses, as well as keeping an eagle eye out for diamonds in the rough, underlines the approach of one of the industry’s leading Australian Equities players: Airlie Funds Management, a business that Magellan purchased in 2018. John Sevior has a long track record of managing funds on behalf of individuals, superannuation funds, public institutions and charities. In this episode, John is interviewed by Bryce Leske and Alec Renehan from the Equity Mates podcast (one of Australia’s leading financial media brands popular with younger investors) about his overall approach to investment, current market conditions, and some of his favourite examples of underappreciated, high-quality companies.

    • 45 min
    War in Europe

    War in Europe

    Russia’s invasion of Ukraine has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook. A combination of strong western government and corporate responses has drastic implications for commodities, food security and raises the possibility that NATO nations may be drawn into a wider conflict. But as Russia’s military fails to meet its objectives, what does a settlement look like, and what are the implications for a Russian president whose aspirations of a resurrected Russian empire appear to be collapsing? Former US Deputy Assistant Secretary of Defence for Russia, Ukraine and Eurasia Evelyn Farkas, and former Deputy Director of the CIA Michael Morell dissect and shed light on the situation with Magellan’s Head of Macro and Portfolio Manager Arvid Streimann.

    (interview recorded on 25 March 2022)

    • 47 min
    Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team

    Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team

    Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Magellan’s key investments stand to strengthen from such an environment? In this episode, key members of Magellan’s investment team put a spotlight on  current macroeconomic issues and the outlook for two key sectors in our portfolio: payments and technology. Magellan Head of Macro and Portfolio Manager Arvid Streimann, Portfolio Manager Elisa Di Marco and Investment Analyst Adrian Lu are hosted by Key Account Manager Jennifer Herbert in this wide-ranging panel discussion.

    • 44 min
    Prudence in Volatile Times — A panel discussion with senior members of Magellan’s investment team

    Prudence in Volatile Times — A panel discussion with senior members of Magellan’s investment team

    Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key sectors and stocks in Magellan’s global portfolio. In this special edition, Magellan’s Key Account Manager, Jennifer Herbert, interviews Head of Technology, Communications and Media for Magellan, Ryan Joyce, Co-Head of Franchises Hannah Dickinson and Head of Financials Alan Pullen. Together these experts look at the volatility of the current investment landscape as well as potential challenges faced with exposure to China and the inflationary economic outlook.

    • 42 min
    The coming ‘viral blizzard‘

    The coming ‘viral blizzard‘

    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 Michael Osterholm, talks to Hamish Douglass, Magellan’s Chairman and CIO, about what he calls ‘the coming viral blizzard’ and the arrival of the Omicron variant. He has some sobering news for anyone who thinks the pandemic is behind us, warning governments around the world will need to either drastically change their public health policies to deal with what will be an overwhelming situation for hospitals, or consider fresh lockdowns.

    • 39 min
    The Inflation Spectre Looming in the Global Economy

    The Inflation Spectre Looming in the Global Economy

    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 Federal Reserve and European Central bank are keeping low interest rates frozen. But with the inflation spectre looming on the horizon, former US Federal Reserve Governor Kevin Warsh says the window of opportunity for central banks to act may already be closing.

    • 59 min

Customer Reviews

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