’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 Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.
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Episodes
Tuesday Feb 24, 2026
Tuesday Feb 24, 2026
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 execution.
They also highlight the sectors and companies they believe are best positioned to benefit as markets evolve. They explore potential upside surprises and key wildcards, from private credit risks to AI-led productivity gains. Above all, they emphasise the importance of investment discipline, fundamentals and long-term thinking in today’s volatile environment.