MAGELLAN - In The Know

Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite differently from corporate and real estate private credit that has attracted much of the recent attention.

In this episode of In The Know, Simon Brinsmead from Barrenjoey is joined by Eric Williamson, Head of Private Credit Investments and Eva Zileli, Senior Fund Manager, Credit, from Barrenjoey Private Capital.

They explain ho...

Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built.

This episode of In The Know was recorded by GLIO (the Global Listed Infrastructure Organisation), with Cellnex CEO Marco Patuano and Roy Harrison, Investment Analyst in the Magellan Global Listed Infrastructure team. Together th...

Geopolitical events are no longer just creating short-term market volatility, they're reshaping the global investment landscape in more lasting ways.

In this episode of In The Know, Alan Pullen is joined by Michael Allen, Managing Director and Partner at Beacon Global Strategies, to examine the structural changes unfolding across global politics. They discuss the future of NATO, the conflicts in the Middle East and Ukraine, the dir...

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 lies in knowing how to use it.

In this episode of In The Know, Magellan’s Head of Distribution, Asia Pacific, Mark Burgess is joined by Rob Franklin, Research Manager at Vinva Investment Management, to unpack the evolution o...

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 Hiscock-Croft, Investment Director for the Magellan Global Listed Infrastructure team, chats with Brett Loper, Executive Vice President for Policy at the Peter G. Peterson Foundation and Executive Director of the Peterson Solutions F...

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 Portfolio Manager, discuss how they navigate volatility by staying anchored to process, fundamentals and valuation.

They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disrup...

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 to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.  The trio discuss expectations for more modest returns and a rotation toward quality and AI execut...

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 Portfolio Managers Ofer Karliner, Ben McVicar and David Costello about how they’re navigating market volatility. They explore where they see compelling value and structural growth in infrastructure and what they view as ...

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 Analyst and Portfolio Manager Casey McLean. Elisa and Casey unpack the shift from traditional search engines to AI-powered “answer engines” such as Google’s newly launched AI Overview and AI Mode, and discuss ho...

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 joins Amy Manns, Relationship Manager at Magellan Investment Partners in this episode to discuss how Australian Equities are faring and what’s next for the market.

The duo unpacks the forces behind heighte...

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, according to Visa’s Chief Product Officer for Commercial and Money Movement Solutions, Mark Nelson.

Elisa Di Marco, Magellan’s Investment Director and Analyst, joins Mark to explore how one of the world’s largest p...

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 sector turnaround opportunities, focussing on household names like Nike, Estée Lauder, Gucci and Starbucks, all of which have hit temporary roadblocks. They explain Magellan’s disciplined four-pillar investment framework cover...

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 Balazs, and Magellan Portfolio Manager and Sector Head, Ryan Joyce.

Together, they explore how Intuit uses generative AI to deliver done-for-you solutions for its 100 million customers by blending huge amounts of data, deep d...

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 thoughts and the insights of a Washington insider. National Security Expert Michael Allen, who was a Special Assistant to former President George W. Bush shares his thoughts in a wide-ranging interview. Magellan Head of Global Eq...

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 still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential components powering a vast array of electronic devices we use daily. They also delve i...

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 Vinva’s investment process stands apart from traditional quantitative investing and breaks down how Vinva uses data-driven insights, disciplined processes, and new technologies to generate strong investment performance. He discus...

Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising potentially dramatic new growth. Artificial intelligence and its need for huge, energy-intensive data centres are driving this demand. But are the promises real?

Brian Van Abel, who is the CFO of one of America’s most significant energy companies, Xcel Energy, discusses the...

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 knowledge of Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco. Together they break down what’s ahead — from Trump’s economic polici...

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 measure...