Best Magellan Asset Management Podcasts (2025)

1
Three investment sectors offering growth, innovation and opportunity 30:02

7h ago30:02

30:02

In this episode, Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns. The team explains how to still pick consumer-sector winners even in times of uncertainty. They explore why semiconductors are driving future innovation, being essential compone…

1
Investing for Impact with Jennifer Westacott 45:29

15d ago45:29

45:29

Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career. Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating veh…

1
From noise to signals: Vinva’s unique approach to systematic investing 29:39

26d ago29:39

29:39

Morry Waked, the founder of Vinva Investment Management, sits down in conversation with Mark Burgess, Magellan's Head of Distribution, to explore the world of systematic investing. Morry explains how Vinva’s investment process stands apart from traditional quantitative investing and breaks down how Vinva uses data-driven insights, disciplined proce…

1
Xcel Energy – a bright spark to power growth 34:55

1M ago34:55

34:55

Infrastructure investments can provide good long-term, compounding returns, but the utilities sector — particularly electricity — is promising potentially dramatic new growth. Artificial intelligence and its need for huge, energy-intensive data centres are driving this demand. But are the promises real? Brian Van Abel, who is the CFO of one of Amer…

1
Take Stock with John Coombe 17:20

2M ago17:20

17:20

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles globa…

1
2025: Where to Find Market Opportunities 29:13

2M ago29:13

29:13

Opportunities abound for investors with an active management mindset in 2025. In this discussion on the outlook for markets and key themes for this year, ‘Magellan – In The Know’ draws on the knowledge of Head of Global Equities Arvid Streimann, Infrastructure Portfolio Manager Ben McVicar and Investment Director Elisa Di Marco. Together they break…

1
How Trump will impact equity markets 31:52

5M ago31:52

31:52

The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications? Magellan’s Head of Global Equities and Portfolio Manager, Arvid Streimann, has over 25 years’ experience of following markets and politics, and over thi…

1
Take Stock with Ryan Quinn 24:53

6M ago24:53

24:53

In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook. The conversation explores how inv…

1
Exploring the market: Key insights on trends, spending and growth 33:56

6M ago33:56

33:56

The current investment landscape is a turbulent one, but it is possible to survey the situation and find investment opportunities. In this episode Portfolio Manager Alan Pullen is joined by Investment Analysts, Emma Henderson, Claire Britton and Roy Harrison to discuss the latest global trends and how they are affecting some of the world’s biggest …

1
Take Stock with Tom Richardson, Paradice Investment 20:10

7M ago20:10

20:10

In this episode of "Take Stock," Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation fu…

1
Geopolitics and investment — the three hotspots to watch 31:22

7M ago31:22

31:22

Geopolitical shocks can happen abruptly and when they do, the disruption to trade and global economies can be profound. In this episode of ‘Magellan In the Know’ we turn to one of Magellan’s trusted geopolitics advisers to survey the situations in the world’s trouble spots, and give sound, sometimes surprising, assessments of what to expect, and wh…

1
Take Stock with Mark Holowesko, Holowesko Partners 41:05

8M ago41:05

41:05

In this episode of Take Stock, Future Generation CEO, Caroline Gurney, talks with Mark Holowesko, the Founding Partner and CEO of Holowesko Partners, one of Future Generation Global's (ASX: FGG) pro bono fund managers. Mark discusses his investment philosophy, and provides his perspectives on US debt and potential threats to equity markets. He also…

1
Chipotle’s winning growth recipe 32:32

8M ago32:32

32:32

How do you build one of North America’s best known restaurant brands while still maintaining high quality, low price, and industry-leading margins? Chief Financial Officer of Chipotle Mexican Grill, Jack Hartung chats with Emma Henderson, Magellan’s Acting Sector Head of Franchises and Healthcare, on how Chipotle has maintained its commitment to fo…

1
Take Stock with Nikki Thomas, Magellan 25:12

9M ago25:12

25:12

Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan. In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes. Nikkis discusses the opp…

1
From Resilient Retailers to Struggling Brands - A consumer sector deep dive 24:40

9M ago24:40

24:40

We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by inflation and interest rates. But there are still shining lights and wealth to be created in the right places. In this episode of “Magellan in the Know,” Emma Henderson, acting head of Magellan's Consumer Franch…

1
The future of warfare, with Dr Ian Langford 42:10

10M ago42:10

42:10

Dr Ian Langford is one of the Australian Defence Force’s most respected and decorated leaders. Over three decades in the Army, Ian served in Afghanistan, Iraq, Israel and Syria, among other places. In this episode, Ian discusses his career in the Defence Force, key lessons he has learned being in conflict zones, military ethics and the future of wa…

1
Data Centres and Beyond: WEC Energy powering regional US growth 40:29

10M ago40:29

40:29

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. …

1
Take Stock with Matthew Kidman, Centennial Asset Management 46:42

11M ago46:42

46:42

In this episode of Future Generation's podcast, 2fold: Take Stock, Matthew Kidman, Principal and Portfolio Manager at Centennial Asset Management discusses how the global conflicts are impacting markets and his views on Artificial Intelligence (AI) and investment opportunities in China. Centennial Asset Management is one of Future Generation Austra…

1
Lessons learnt from investing in essential services 26:36

11M ago26:36

26:36

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 p…

1
Take Stock with Raphael Lamm | L1 Capital 22:42

12M ago22:42

22:42

In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to…

1
Decoding the Magnificent Seven: Profitability, fundamentals, and the future 29:43

12M ago29:43

29:43

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 hu…

1
Take Stock with William Low | Yarra Capital Management 18:43

1y ago18:43

18:43

In this episode Caroline Gurney, CEO of Future Generation, speaks with William Low, Portfolio Manager, Yarra Global Share Fund and Head of Global Equities at Nikko Asset Management. William discusses his view on Artificial Intelligence (AI) and why he believes we are still underestimating it's impact. He also shares why Netflix is his long-term sto…

1
Take Stock with Zehrid Osmani | Martin Currie 25:43

1y ago25:43

25:43

This episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised…

1
Mastering the world of payments 34:43

1y ago34:43

34:43

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 advantag…

1
Advocating for end-of-life choice, with Andrew Denton 40:24

1y ago40:24

40:24

Regarded as one of Australia's best interviewers, Andrew Denton has spent more than two decades captivating audiences with hard-hitting questions and thought-provoking commentary. In the hot seat this time around, Andrew delves into his commitment to social causes through Go Gentle, his not-for-profit which works to promote choice at the end of lif…

1
Take Stock with Matthew Haupt | Wilson Asset Management 20:14

1y ago20:14

20:14

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200. Listen to this episode as Matt discusses …

1
Chipping away at the semiconductor market 35:24

1y ago35:24

35:24

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…

1
Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's 33:41

1y ago33:41

33:41

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 …

1
Mike Baird’s Innings: Cricket, care, and country 40:31

1+ y ago40:31

40:31

Former NSW Premier, Mike Baird AO is a household name and recognised business leader, driven to serving his country and local community. From investment banking to state politics, chairing Cricket Australia and aged care groups, Mike has a real determination to drive change for good in both the private and public sector. In this episode, Mike offer…

1
Insights from the US: An update on the Impacts of GLP-1 on healthcare systems. 15:19

1+ y ago15:19

15:19

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 reimbursement…

1
Pipelines to prosperity: the dependability of infrastructure investment 36:35

1+ y ago36:35

36:35

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 w…

1
The weight loss drug shaping-up as a gamechanger 42:20

1+ y ago42:20

42:20

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 Mage…

1
Take Stock - Nikki Thomas 28:58

1+ y ago28:58

28:58

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode,…

1
Getting kids back on track with Bernie Shakeshaft 39:06

1+ y ago39:06

39:06

After seeing the plight of disadvantaged youth in his community, Bernie Shakeshaft decided to take action. Starting in 2006 with a shed and an idea, Bernie founded the BackTrack Youth Works Program, in an effort to turn around the lives of kids struggling to stay in school, stay out of trouble and falling through the cracks. Using the skills he dev…

1
How should investors think about Israel and decision making? 47:55

1+ y ago47:55

47:55

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.…

1
From crisis to care with Jane Rowe 33:09

1+ y ago33:09

33:09

Jane Rowe OAM dedicates her life to helping the children left behind in the wake of substance abuse. Following a privileged British upbringing and personal addiction challenges, Jane worked as a drug and alcohol counsellor in Australia where she witnessed firsthand the devastating effects that substance abuse has on families. Inspired to make a pos…

1
Energising the Future: Sempra’s Innovative Infrastructure Journey 51:42

1+ y ago51:42

51:42

A country boy who studied at West Point to become a US Army helicopter pilot, Sempra chairman and CEO Jeff Martin now commands a Fortune 500 company with US$79 billion of energy infrastructure assets. By developing a hyper-aligned, high-performing culture to capitalise on some of the fastest growing economies, he has led Sempra to become North Amer…

1
Take Stock - Nick Markiewicz 23:01

1+ y ago23:01

23:01

In the second episode of Take Stock, Caroline Gurney, CEO of Future Generation, speaks to Nick Markiewicz, Portfolio Manager at Lanyon. Nick discusses his investment process and how it has evolved over his career, how Lanyon selects companies to invest in and the investment case for Universal Music Group.…

1
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value 46:53

1+ y ago46:53

46:53

It’s one of Magellan’s oldest and most dependable investments, and the extraordinarily diverse Nestlé company, with its enormous stakeholder base, has risen to the challenge of the new sustainability regime. In this episode, Magellan’s Portfolio Manager Elisa Di Marco, and Investment Analyst, Tracey Wahlberg discuss how environmental values are dri…

1
Take Stock - John Coombe 16:13

1+ y ago16:13

16:13

We are excited to launch our new Future Generation podcast series, Take Stock. In this series, we get a backstage pass into the minds of our leading pro bono fund managers and Future Generation supporters. In the first episode, Caroline Gurney, CEO of Future Generation, speaks to John Coombe, Executive Director of Jana Investment Advisers, and Inve…

1
Behind the screens: The evolution of streaming services and the investment case for Netflix 50:50

2y ago50:50

50:50

It may be a disruptive success, but the on-demand video streaming sector has had its own challenges recently. In this episode, Magellan’s Portfolio Manager Arvid Streimann and Magellan Sector Head of Finance and Technology Ryan Joyce go behind the screens to take an in-depth look at the history and current state of streaming services, the importanc…

1
Building the future - drilling into sustainability at Lowe’s 37:42

2y ago37:42

37:42

It’s the American version of Bunnings, but much bigger. Lowe’s isn’t only a good business investment, it’s a good business full stop, thanks to its proud and honourable commitment to sustainability - from its supply chains to its customers. In this episode, Magellan Investment Analyst Tracey Wahlberg and Magellan’s Head of ESG Amy Krizanovic, are j…

1
Don Spencer on the Power of Music 29:39

2y ago29:39

29:39

You might recognise Don Spencer from his three decades on Play School. That’s how most Australians know him. But there’s so much more to Don than bears and chairs. He is, as we discovered, one of those people with “stories to tell”. He’s toured with the Rolling Stones, flirted with Marianne Faithfull, played hockey with the national Kenyan team, le…

1
Beyond the sheets: Dissecting the downfall of a US retail giant 32:21

2y ago32:21

32:21

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson, Sector Head of Franchises joins Magellan Portfolio Manager Jowell Amores to dissect the downfall of a company that was once a go-to retailer in the United States. They look at the cas…

1
Chaney raises his Voice 44:53

2y ago44:53

44:53

Michael Chaney is one of the country’s most successful business leaders and an advocate for the Voice to Parliament. For the past 3 decades, Michael has dominated corporate Australia. As CEO of Wesfarmers, he grew the company’s value from $1 billion to $10 billion and he’s also chaired some of Australia’s top tier companies – such as National Austr…

1
Consumer deep dive — how best to weather the storm 31:12

2y ago31:12

31:12

As consumers contend with the cost of living, interest rates and the fallout from a pandemic and a war, it’s time to look at how Magellan is shoring-up its consumer investments by concentrating on pricing power, inflation protection and durable competitive advantage. In this episode, Magellan’s Head of Listed Funds, Jennifer Herbert is joined by Se…

1
Breaking the ice with Wim Hof 36:32

2y ago36:32

36:32

This special episode features Wim Hof, a Dutch adventurer, extreme athlete and motivational speaker. Wim is known as the Iceman for his ability to withstand freezing temperatures and holds more than 20 Guinness World Records. He has climbed Kilimanjaro wearing only a pair of shorts. He has run a half marathon above the Arctic Circle barefooted and …

1
American Water — a pipeline to dependable returns 46:00

2y ago46:00

46:00

Even during volatile times, one of Magellan’s portfolio holdings has generated outstanding returns, and continues to deliver. American Water Works, which is the largest publicly traded US water and wastewater utility company, has generated returns of 400 per cent over the past ten years, and continues to be one of Magellan’s most reliable assets. I…

1
Cyber security – the new world order 39:26

2y ago39:26

39:26

A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of experience to the realm of cyber and data security. In this episode of Magellan, In the Know, Magellan Head of Macro and Portfolio Manager Arvid Streimann speaks with Suzette Kent in a broad-ranging discussion a…

1
Wendy McCarthy on Why Politeness Doesn’t Pay 29:27

2y ago29:27

29:27

Wendy McCarthy is one of Australia’s most influential women. For more than 50 years Wendy’s been at the forefront of feminism, corporate and public life in Australia. Her trailblazing advocacy has truly shaped this country. For example, if your dad was at your birth, you can thank Wendy because back in the 1960’s she fought for the rights of father…

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Magellan Asset Management Podcasts

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