![MAGELLAN - In The Know](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx.png)
’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate 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 Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
![Data Centres and Beyond: WEC Energy powering regional US growth](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Jun 25, 2024
Data Centres and Beyond: WEC Energy powering regional US growth
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
US utilities are on the verge of a significant growth super cycle, fuelled by the expansion of data centres and a revival in manufacturing and supply chain, all underpinned by the continuous push for net-zero emissions.
The I-94 corridor within the WEC Energy Group service territory is just a microcosm of what is currently unfolding across the US. The corridor has rapidly become a hotbed for economic growth. Microsoft has established a presence in the corridor with the construction of a substantial data centre, as well as other major global consumer brands, pharmaceutical and technology companies. WEC Energy, one of the largest investor-owned utilities in the US, is one of many well-placed to benefit from these megatrends, thereby creating low risk long term value for its investors.
In this episode, Magellan Portfolio Manager Jowell Amores is joined by Gale Klappa, Chairman of WEC Energy, and Jim Paetsch, Executive Director of a regional development agency in the Midwest discussing this underappreciated investment opportunity.
![Lessons learnt from investing in essential services](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday May 28, 2024
Lessons learnt from investing in essential services
Tuesday May 28, 2024
Tuesday May 28, 2024
The long term regular and reliable returns from the infrastructure sector present an overwhelming opportunity. Infrastructure investing may initially seem intimidating to investors due to the substantial capital expenditures that companies require upfront. However, the long term regular and reliable returns from the infrastructure sector have the potential to grow your wealth over time with a high degree of confidence.
In this episode, Magellan’s Head of Infrastructure, Gerald Stack, and Portfolio Managers Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing in these essential services.
![Decoding the Magnificent Seven: Profitability, fundamentals, and the future](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Apr 30, 2024
Decoding the Magnificent Seven: Profitability, fundamentals, and the future
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again? With the high-profile technology companies — widely known as the ‘Magnificent Seven’ —providing huge returns in 2023, some observers fear a repeat of the tech wreck, but all is not what it seems.
In this episode of ‘Magellan In the Know’, Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen. Together they discuss which companies will remain good long-term prospects because of strong fundamentals, and how new innovations like artificial intelligence can create change and growth. But they also look at which of the seven are best left alone.
![Mastering the world of payments](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Mar 26, 2024
Mastering the world of payments
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
For more than 14 years, Magellan has invested in Mastercard — one of the world’s largest global payment networks. In this episode of Magellan In the Know, Magellan’s Portfolio Manager of Core Global and Core ESG, Elisa Di Marco, is joined by Mastercard’s Head of Investor Relations, Devin Corr, for an exploration of Mastercard’s competitive advantages and innovations in payments. Devin explains how that by embracing diverse revenue streams across its network, many of which work quietly in the background, Mastercard has reached $9 trillion in global payments volume, and discusses how it intends to continue to grow in a world with ever-expanding use cases for financial transactions.
![Chipping away at the semiconductor market](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Feb 27, 2024
Chipping away at the semiconductor market
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
It’s a fascinating time in the semiconductor chip market. Thanks to the proliferation of devices, and even cars, that are heavily dependent on chip availability, and geopolitical trends that may impact supply, chips are under a global spotlight. In this episode of Magellan — In the Know, Head of Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment Analysts Adrian Lu and Dom Facchin.
They explore the critical role chips play as the building blocks of innovation, driving structural growth in areas like artificial intelligence, electrification, and cloud computing. They discuss the implications of chip manufacturing, and the strategic considerations guiding investment decisions.
![Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Sound environmental, social, and governance principles (ESG) — are crucial for ongoing sustainability and risk management, as well as the growing need to meet community and environmental expectations.
In this episode of Magellan in the Know, we relook at highlights from two companies with long and proud ESG credentials. Firstly, the Global Head of Public Affairs for Nestlé, Rob Cameron, describes how Nestlé is leading its supply chain to embrace regenerative agriculture, recycling, packaging innovation and human rights. Followed by Chris Cassell, the Vice President of Corporate Sustainability at Lowe’s Home Improvement — the massive US equivalent of Australia’s Bunnings — who talks about Lowe’s commitment to sustainability and why it makes good business sense — from its supply chains to its customers.
Listen to the full episodes here:
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value.
Building the future - drilling into sustainability at Lowe’s
![Insights from the US: An update on the Impacts of GLP-1 on healthcare systems.](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Wednesday Dec 20, 2023
Insights from the US: An update on the Impacts of GLP-1 on healthcare systems.
Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
In this special 15 minute episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by Investment Analyst Wilson Nghe, providing an update on GLP-1 following our recent episode on the weight loss wonder drug. Recently returned from the US, Wilson spoke with commercial players and policy makers on how they will approach reimbursements, which could be one of the biggest drivers to accelerate demand. They also discuss the future of care delivery in the US healthcare system.
Listen below to the full episode
Ep. 40 The weight loss drug shaping-up as a gamechanger
![Pipelines to prosperity: the dependability of infrastructure investment](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Dec 19, 2023
Pipelines to prosperity: the dependability of infrastructure investment
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the largest publicly traded US water and waste water utility company, and North America’s premier energy infrastructure company, Sempra. Magellan Portfolio Manager Jowell Amores speaks with American Water’s President and CEO, Susan Hardwick, and Sempra Chairman and CEO Jeff Martin, in an insightful discussion about their strategies for providing attractive and consistent returns.
Listen below to the full interviews with American Water’s President and CEO, Susan Hardwick and Sempra Chairman and CEO Jeff Martin
Ep 32: American Water - a pipeline to dependable returns
Ep 38: Energising the Future: Sempra’s Innovative Infrastructure Journey
![The weight loss drug shaping-up as a gamechanger](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Tuesday Nov 28, 2023
The weight loss drug shaping-up as a gamechanger
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
The world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide 1 — or GLP-1 — is considered by some as a wonder drug and a new weapon in the public health battle against obesity. But what are the wider implications for the investment world? In this episode of Magellan In The Know, Portfolio Manager Nikki Thomas is joined by three Magellan Investment Analysts: Emma Henderson, Wilson Nghe and Tracey Wahlberg. Together they discuss the investment landscape surrounding GLP-1, looking at the pitfalls and potential financial benefits for sectors from healthcare, food retailing and restaurants to fashion, exploring which parts of the consumption landscape could be winners or losers.
![How should investors think about Israel and decision making?](https://pbcdn1.podbean.com/imglogo/image-logo/5874658/2024_-_Magellan_In_the_Know_Podcast_-_1400_x_1400px_-_LR_vF_bequvx_300x300.png)
Wednesday Nov 01, 2023
How should investors think about Israel and decision making?
Wednesday Nov 01, 2023
Wednesday Nov 01, 2023
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 the potential impact on markets with Magellan Portfolio Manager and Head of Macro, Arvid Streimann. They also discuss how investment and national security professionals make decisions when facing uncertainty.