MAGELLAN - IN THE KNOW

‘In The Know’ is our new monthly investment podcast

WELCOME TO IN THE KNOW

'Magellan - In The Know', is our monthly investment podcast, dropping on the last Tuesday of every month. 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 in global markets. Join CIO Hamish Douglass, and others at 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 that's worth investing your time in!

 

 
 

LATEST EPISODES

26 October 2021 - Episode 15: "Trust your instinct" – In conversation with Sir Frank Lowy AC

In conversation with Sir Frank Lowy AC

 

28 September 2021 - Episode 14: Building a world with a little more Yum!

In conversation with David Gibbs, CEO of Yum! Brands, Inc.

 

31 August 2021 - Episode 13: Riding America's Connectivity Wave

In conversation with Jay Brown, CEO of Crown Castle

 

27 July 2021 - Episode 12: Remaining rational in a tide of geo-political risk

Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the Australian Newspaper’s Business Editor at Large

 

29 June 2021 - Episode 11: Building a better future – Nestle's CEO on leading the world's largest food and beverage business towards a healthier world

In conversation with Mark Schneider, CEO of Nestle

 

25 May 2021 - Episode 10: Steering financial markets through a crisis – a first-hand account

In conversation with Kevin Warsh, Federal Reserve Board Member from 2006 - 2011

 

27 April 2021 - Episode 9: Reimagining medicine: Novartis’s breakthrough therapies

In conversation with Vas Narasimhan, CEO of Novartis

 

30 March 2021 - Episode 8: On the Hunt for Super-Compounding Stocks

In conversation with Hamish Douglass, Magellan Chairman & CIO

 

29 March 2021 - Special bonus episode: The year of living dangerously

Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Douglass, Chairman and CIO, for a live investor webinar called ‘The Year of Living Dangerously’.    


23 February 2021 - Episode 7: Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business

In conversation with Jeffrey Sprecher, Chairman and CEO of Intercontinental Exchange

 

28 January 2021 - Episode 6: The rise and challenges of China - former CIA China analyst shares his views

In conversation with Chris Johnston, Former CIA China Analyst

 

29 December 2020 - Episode 5:  Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce

In conversation with Magellan's investment team hosted by Key Account Manager, Jennifer Herbert

 

24 November 2020 - Episode 4: Votes, vaccines, and a re-emerging world for investors

In conversation with Hamish Douglass, Magellan Chairman & CIO

 

27 October 2020 - Episode 3: Reshaping RB: transformative strategies for a new world

In conversation with Laxman Narasimhan, CEO of Reckitt Benckiser

 

29 September 2020 - Episode 2: People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19 

In conversation with Kevin Johnson, President and CEO of Starbucks

 

25 August 2020 - Episode 1: How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks? 

In conversation with Michael Morell, Former Deputy Director of the CIA

 

19 August 2020 - IN The Know - An Introduction


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.
 

* The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) does not constitute investment advice offered by Morningstar; and (4) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Use of information from Morningstar does not necessarily constitute agreement by Morningstar, Inc. of any investment philosophy or strategy presented in this publication.