A Pivotal Moment that could decide how this century plays out

A Pivotal Moment that could decide how this century plays out

The future of the 21st Century could be decided in the coming months. That’s the view of Secretary Leon Panetta former US Secretary of Defence.  Secretary Panetta speaks to Magellan’s Head of Macro and co-Portfolio Manager of the Global Equity Strategy, Arvid Streimann, about geopolitics and the challenges for democracies globally. It is a wide-ranging and thought-provoking interview about the place in history in which we find ourselves.

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On the Hunt for Super-Compounding Stocks

On the Hunt for Super-Compounding Stocks

Since inception in 2006 to a now  A$100 Billion asset management firm, Magellan Asset Management is recognised as a star performer in global investment markets. In this in-depth interview, taken from Morningstar’s recent “The Long View” podcast, Mage...

597 downloads Magellan - In the Know Mar 29, 2021
49m
Special bonus episode: The year of living dangerously

Special bonus episode: The year of living dangerously

Welcome to this special bonus episode of ‘Magellan in the Know’.  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’.  In this bo...

579 downloads Magellan - In the Know Mar 29, 2021
32m
Bought for a dollar – How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business

Bought for a dollar – How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business

The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges.  ICE operates in over 70 countries, and has a market capitalisation of U$65 Billion.  Its remarkable gr...

522 downloads Magellan - In the Know Feb 23, 2021
42m
The rise and challenges of China – former CIA China analyst shares his views

The rise and challenges of China – former CIA China analyst shares his views

China’s continued rise as a global economic powerhouse has met with increasing caution and push-back from the Western world, not least from the United States during four turbulent years under President Trump. Now a very different administration has t...

606 downloads Magellan - In the Know Jan 28, 2021
49m
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce

Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce

With the roll-out of vaccines to combat COVID-19, a new president in the White House come January, and a surge in online activity through 2020 shining a light on the giant global internet companies, Magellan rounds out the year with a focus on two ke...

622 downloads Magellan - In the Know Dec 28, 2020
39m
Votes, vaccines, and a re-emerging  world for investors

Votes, vaccines, and a re-emerging world for investors

As a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls  emerge to suppress the devastating impact of COVID-19, what are the biggest risks and opportunities for investors in 2021 and beyond? Magellan’s C...

564 downloads Magellan - In the Know Nov 23, 2020
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Reshaping RB: transformative strategies for a new world

Reshaping RB: transformative strategies for a new world

In this episode of Magellan - In the Know, Hamish Douglass, talks to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the makers of brands such as Detol, Mortein, Nurofen and Vanish. Discussing the challenges that COVID has...

541 downloads Magellan - In the Know Oct 26, 2020
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People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19

People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19

In this episode of In The Know, Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’ 4,000+ stores in China are faring in t...

564 downloads Magellan - In the Know Sep 29, 2020
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How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?

How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?

In this episode, Magellan’s Chairman and CIO Hamish Douglass, talks to former deputy director of the CIA, Michael Morell. The pair discuss whether US antagonism against China is permanent and bipartisan, the two things Michael worries most about for ...

694 downloads Magellan - In the Know Aug 25, 2020
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