MAGELLAN - In The Know

Markets have softened after the recent rally, with investors apparently factoring in inflation and interest rate hikes during 2022. Will Magellan’s key investments stand to strengthen from such an environment? In this episode, key members of Magellan’s investment team put a spotlight on current macroeconomic issues and the outlook for two key sectors in our portfolio: payments and technology. Mage...

Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key sectors and stocks in Magellan’s global portfolio. In this special edition, Magellan’s Key Account Manager, Jennifer Herbert, interviews Head of Technology, Communications and Media for Magellan, Ryan Joyce, Co-Head of Franchises Ha...

In this episode, one of the world’s foremost epidemiologists, and a member of President-elect Joe Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm, talks to Hamish Douglass, Magellan’s Chairman and CIO, about what he calls 'the coming viral blizzard’ and the arrival of the Omicron variant. He has some sobering news for anyone who thinks the pandemic is behind us, warning government...

We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve and European Central bank are keeping low interest rates frozen. But with the inflation spectre looming on the horizon, former US Federal Reserve Governor Kevin Warsh says the window of opportunity for central banks to act may alread...

How do you turn a humble delicatessen into the world’s largest operator of shopping centres — Westfield Corporation? What sort of personality do you need to become a giant in the Australian and global real estate landscape? Sir Frank Lowy AC started his journey in war-torn Europe, with his father tragically dying at the hands of the Nazis. He fled to Australia and spotted an opportunity to sell go...

In early 2020, David Gibbs took the helm of Yum! Brands, the American fast-food giant that operates well-known brands including KFC, Pizza Hut and Taco Bell, to name a few.  After rising through Yum!’s ranks over the decades, becoming President and COO before being promoted to CEO in 2020, he was soon face to face with a worldwide pandemic.  In this episode, we hear how Yum! and its 51,000 restaur...

“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. In this episode, Jay talks with Magellan’s Chairman and CIO, Hamish Douglass, about the evolution of this extraordinary business which delivers ever-expanding 4- and 5-G data networks to customers across the United States. We’ll hear abo...

Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the Australian Newspaper’s Business Editor at Large, who hosts this month’s discussion on how to approach investing in China during these times of heightened geo-political tensions. Can the US rely on its allies as tensions increase? Could there be extended bans on US nationals investing in China...

In 2017, Mark Schneider left a leading role in healthcare to become CEO of Nestle, the world’s largest food company with over 150 year old history in providing nutritional products to markets around the globe. Mark was Nestle’s first “outsider” CEO in almost a century, and in just four years, he’s overseen new strategic directions for the company, with a major acquisition agenda underway as he re-...

In 2006, after a stellar career as a financier and economist in the US, Kevin Warsh was elevated to the highest level of banking globally when he was appointed to the US Federal Reserve Board. Within two years, the world was plunged into a global financial crisis. Now, 12 years on, another global crisis has been triggered by COVID. Kevin shares his remarkable insights into the role of central bank...

With a market cap of over $200bn, Novartis is one of the largest pharmaceutical companies in the world and a leader in developing trusted innovative therapies to improve and prolong people’s lives. Under the visionary leadership of CEO Vas Narasimhan, Novartis has achieved extraordinary breakthroughs in gene, cell and other transformative therapies. Vas Narasimhan, discusses these key developments...

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, Magellan’s Chairman and CIO Hamish Douglass describes the unique way the firm was founded, the secrets of its success, his experiences of investing in Chi...

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 bonus episode you can hear a recording of that interview.    As COVID-19 vaccination programs gather pace around the world, so too does a sense of optim...

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 growth over the last two decades is the result of founder Jeffrey Sprecher’s visionary thinking and  unwavering commitment to moving old analogue exchan...

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 taken over Capitol Hill. How will this impact China-US relations? What challenges face President Xi and the CCP as they juggle internal issues with an...

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 key sectors in its global portfolios: healthcare and technology, as well as a look at what could lie ahead for investors in 2021. The investment team at...

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 Chairman and Chief Investment Officer Hamish Douglass offers his detailed  perspectives on the impact of a new Biden presidency, and discusses the econ...

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 released on the business world in 2020, Laxman explains why business leaders are entering a ‘new world’ that will challenge them to make a difference...

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 the face of ongoing US / China tensions, how the brand managed the well- documented racial discrimination incident in one of its US stores, and why put...

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 the US election, the national security issues surrounding covid-19 and much more.

‘In The Know’ is a monthly investment podcast brought to you by Magellan Asset Management; Experts in global investing. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape.  From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets.  Join us, as we connect with...