In the Know Podcast: War in Europe

Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.

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March 25th, 2022
 

CIO Insights: Transparency

Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.

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March 25th, 2022
 

The Memo: The Pendulum in International Affairs

Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.

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March 23rd, 2022
 

Invest in the Journey: Munro Partners

Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.

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March 22nd, 2022
 

CIO Insights: The World Has Changed

Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.

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March 18th, 2022
 

Victor Chang: Innovation Centre

COVID-19 may have stopped tours of Victor Chang's Innovation Centre but it certainly hasn’t slowed their scientists from making new discoveries as shown in this video with Sky News Australia.

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March 17th, 2022
 

TDM: Where to from here?

TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. 

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March 3rd, 2022