Magellan - In the Know
Magellan - In the Know

Magellan - In the Know



No Stories found.


How should investors think about Israel and decision making?

How should investors think about recent events in Israel, and what impact does this have on Ukraine and Taiwan? In this fascinating episode of Magellan In The Know, former Acting Director of the Central Intelligence Agency, Michael Morell talks about...

109 downloads Oct 31, 2023
Energising the Future: Sempra’s Innovative Infrastructure Journey

A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500 company with US$79 billion of energy infrastructure assets. By developing a hyper-aligned, high-performing cu...

105 downloads Sep 27, 2023
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value

It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base, has risen to the challenge of the new sustainability regime. In this episode, Magellan’s Portfolio Mana...

194 downloads Aug 29, 2023
Behind the screens: The evolution of streaming services and the investment case for Netflix

It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Portfolio Manager Arvid Streimann and Magellan Sector Head of Finance and Technology Ryan Joyce go behind the sc...

215 downloads Jul 25, 2023
Building the future – drilling into sustainability at Lowe’s

It’s the American version of Bunnings, but much bigger. Lowe’s isn’t only a good business investment, it’s a good business full stop, thanks to its proud and honourable commitment to sustainability - from its supply chains to its customers. In this e...

226 downloads Jun 27, 2023
Beyond the sheets: Dissecting the downfall of a US retail giant

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson, Sector Head of Franchises joins Magellan Portfolio Manager Jowell Amores to dissect...

264 downloads May 30, 2023
Consumer deep dive — how best to weather the storm

As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable compe...

244 downloads Apr 25, 2023
American Water — a pipeline to dependable returns

Even during volatile times, one of Magellan’s portfolio holdings has generated outstanding returns, and continues to deliver. American Water Works, which is the largest publicly traded US water and wastewater utility company, has generated returns of...

327 downloads Mar 28, 2023
Cyber security – the new world order

A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of experience to the realm of cyber and data security. In this episode of Magellan, In the Know, Magellan Head of ...

315 downloads Feb 27, 2023
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read