’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.
For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.
Episodes
Tuesday Nov 29, 2022
Tuesday Nov 29, 2022
Some Asian markets fell right after Chinese President Xi Jinping cemented his position as the most powerful Chinese leader since Mao. President Xi used the Chinese Communist Party’s National Party Congress, which is held every five years, to not only break the tradition of maximum ten-year terms in office, but he also removed supporters of his more open, market-oriented predecessors from the key policy making body. John Garnaut, founder of investment advisory firm Garnaut Global Joins Matt Pottinger, a Distinguished Visiting Fellow at the Hoover Institution, to discuss the implications of Xi's indefinite grip on power on the outlooks for businesses, the economy and international relations.