Insights

Our aim is to provide thought-provoking investment insights and access to information to help understand where we believe the world's best investment opportunities lie.
Podcast
Loading...
Loading...
Loading...


		
		
		Berkshire Hathaway after Buffett with Alan Pullen
Jun-2026


		
		
		Investment Markets - Ray David
Jun-2026


		
		
		Infrastructure in focus: Pressure at the pump
Jun-2026


		
		
		Shock absorption: managing the impact of the Middle East conflict on listed infrastructure
May-2026


		
		
		Infrastructure in focus: Flying ahead
May-2026


		
		
		Airlie Australian Share Fund Quarterly Update
Apr-2026


		
		
		Magellan Infrastructure Quarterly Update
Apr-2026


		
		
		Magellan Global Opportunities Quarterly Update
Apr-2026


		
		
		Airlie Small Companies Fund Quarterly Update
Apr-2026


		
		
		Magellan Global Quarterly Update
Apr-2026


		
		
		Stock Story: SAP
Apr-2026


		
		
		Stock Story: MSCI
Apr-2026


		
		
		Stock Story: National Grid
Apr-2026


		
		
		Stock story: Ampol
Apr-2026


		
		
		Infrastructure in focus: Turning on the capex tap
Apr-2026


		
		
		Infrastructure in focus: The HALO effect
Mar-2026


		
		
		Ben McVicar discusses the data centre effect
Feb-2026


		
		
		Data demand heats up
Feb-2026


		
		
		Emma Fisher is sticking with fundamentals and backing these 5 ASX stocks
Jan-2026


		
		
		Airlie Small Companies Fund Quarterly Update
Jan-2026


		
		
		Airlie Australian Share Fund Quarterly Update
Jan-2026


		
		
		Magellan Global Opportunities Quarterly Update
Jan-2026


		
		
		Magellan Infrastructure Quarterly Update
Jan-2026


		
		
		Stock Story: Cellnex
Jan-2026


		
		
		Stock-picking in the resources sector
Jan-2026


		
		
		Stock Story: Hermès
Jan-2026


		
		
		Stock Story: Nestlé
Jan-2026


		
		
		Affordability is a hot button issue for 2026
Jan-2026


		
		
		Forward Look: Six themes that matter most for Listed Infrastructure investors in 2026
Dec-2025


		
		
		The liquid complement
Nov-2025


		
		
		Powering through uncertainty
Nov-2025


		
		
		The case for and against an AI bubble
Nov-2025


		
		
		Infrastructure: the engine of defensive growth opportunities
Oct-2025


		
		
		Beyond the Search box: what is the future of Search in the age of AI?
Oct-2025


		
		
		Magellan National Adviser Roadshow 2025 - An active edge in disrupted markets
Oct-2025


		
		
		The Airlie Difference
Oct-2025


		
		
		Securing defensive growth opportunities
Oct-2025


		
		
		Are we in a stock market bubble?
Oct-2025


		
		
		Stock Story: Adidas
Oct-2025


		
		
		Stock Story: Alliant Energy
Oct-2025


		
		
		Magellan Infrastructure Quarterly Update
Oct-2025


		
		
		Magellan Global Opportunities Fund Quarterly Update
Oct-2025


		
		
		Stock Story: CME Group
Oct-2025


		
		
		Renewable energy investment: gloom or boom?
Sep-2025


		
		
		The art of the comeback
Aug-2025


		
		
		The Stablecoin Challenge
Jul-2025


		
		
		Pivot, don't panic: America's next act
Jul-2025


		
		
		Stock Story: TSMC
Jul-2025


		
		
		Stock Story: WEC Energy
Jul-2025


		
		
		Stock Story: Chipotle
Jul-2025


		
		
		Vinva Systematic Equities Quarterly Update
Jul-2025


		
		
		You can't predict the weather
Jul-2025


		
		
		Magellan Investor Letters 2025
Jul-2025


		
		
		Why invest in infrastructure
May-2025


		
		
		Reporting Season Update - May 2025
May-2025


		
		
		From noise to signals: Vinva's unique approach to systematic investing
Apr-2025


		
		
		Vinva Systematic Equity Investing Quarterly Update
Apr-2025


		
		
		Magellan Infrastructure Quarterly Update
Apr-2025


		
		
		Stock Story: Italgas
Apr-2025


		
		
		The Future of Travel: How AI-powered travel agents are revolutionising the industry
Apr-2025


		
		
		The Future of Transport: Innovations transforming how we move
Apr-2025


		
		
		Trump's TikTok Intervention - January 2025
Jan-2025


		
		
		Stock Story: Getlink's Channel Tunnel - Dominance in Transport and Resilient Returns
Jan-2025


		
		
		Stock Story: Netflix - Scaling new heights
Jan-2025


		
		
		Magellan Infrastructure Quarterly Update
Jan-2025


		
		
		Magellan Global Quarterly Update
Jan-2025


		
		
		Vinva Investment Management
Jan-2025


		
		
		Megatrends for 2025 and beyond..
Dec-2024


		
		
		US Election Update
Nov-2024


		
		
		The Art and Science of Investing: Why Quality Matters
Oct-2024


		
		
		Exploring Meta's strategic evolution and market edge
Oct-2024


		
		
		Evaluating the market: Interest rates, banks and financial sector opportunities
Oct-2024


		
		
		Capitalising on mobile data growth: Investing in communication towers
Oct-2024


		
		
		Market dynamics and consumer impact: Identifying opportunities
Oct-2024


		
		
		Magellan Infrastructure Quarterly Update
Oct-2024


		
		
		Stock Story: Royal Vopak
Oct-2024


		
		
		Stock Story: Colgate-Palmolive
Oct-2024


		
		
		Stock Story: Stryker
Aug-2024


		
		
		Attention shifting from inflation to the growth outlook
Jul-2024


		
		
		Stock Story: National Grid
Jul-2024


		
		
		Stock Story: Booking Holdings
Jul-2024


		
		
		Beyond Transactions
Jul-2024


		
		
		Why you should only focus on your best ideas (and 2 to get you started)
Jul-2024


		
		
		Why invest in global equities
Jun-2024


		
		
		The asset class that outperforms when the economy doesn't
May-2024


		
		
		Artificial Intelligence and Human Rights Toolkit
May-2024


		
		
		TechRights Nexus - The intersection of Digital Tech, including AI and Human Rights
May-2024


		
		
		Exploring the many facets of Brookfield Corporation
Apr-2024


		
		
		Decoding Cognitive Biases: What every Investor needs to be aware of
Apr-2024


		
		
		Innovations shaping the global healthcare universe
Apr-2024


		
		
		Q2 2024 Market Outlook
Apr-2024


		
		
		Case Study: Severn Trent & United Utilities
Apr-2024


		
		
		Stock Story: Mondelez
Apr-2024


		
		
		Magellan Infrastructure Quarterly Update
Apr-2024


		
		
		Stock Story: SAP
Apr-2024


		
		
		Exploring sustainable returns through quality growth investments
Mar-2024


		
		
		Social and Regulatory Risks of AI
Feb-2024


		
		
		Equity Mates Summer Series - Lowes
Feb-2024


		
		
		Stock Story: Yum! Brands
Jan-2024


		
		
		Stock Story: Vinci
Jan-2024


		
		
		Investing in Utilities
Jan-2024


		
		
		Investing in Rail
Nov-2023


		
		
		Investing in toll roads
Nov-2023


		
		
		Investing in communication towers
Oct-2023


		
		
		Magellan Infrastructure Quarterly Update
Oct-2023


		
		
		Stock Story: Brookfield
Oct-2023


		
		
		Stock Story: Microsoft
Oct-2023


		
		
		Stock Story: American Water
Oct-2023


		
		
		Insight: From chips to cloud - Advances and Opportunities in AI
Sep-2023


		
		
		Investing in airports
Aug-2023


		
		
		Magellan Explains: Single Unit Structure
Jul-2023


		
		
		Insight: Artificial Intelligence
Jun-2023


		
		
		Magellan's definition of quality
May-2023


		
		
		Stock Story: Ferrovial
Apr-2023


		
		
		Magellan Infrastructure Strategy Update
Apr-2023


		
		
		Stock Story: Mastercard
Apr-2023


		
		
		Podcast: A deep dive into Visa and Mastercard stocks
Mar-2023


		
		
		Stock Story: Intuit
Jan-2023


		
		
		Magellan Infrastructure Strategy Update
Jan-2023


		
		
		Stock Story: Transurban
Jan-2023


		
		
		Stock Story: Walmart
Jan-2023


		
		
		Emma Henderson discusses Chipotle
Jan-2023


		
		
		Stock Story: Snam
Oct-2022


		
		
		Stock Story: ASML
Oct-2022


		
		
		2022 National Infrastructure Briefings
Jun-2022


		
		
		Targeted online ads are the success of 'surveillance capitalism'
Jun-2022


		
		
		Scarcity becomes common
Jun-2022


		
		
		Infrastructure assets are well placed for an era of inflation
Apr-2022


		
		
		Central banks are going green to questionable avail while stirring risks
Mar-2022


		
		
		Another era of quantitative tightening beckons
Mar-2022


		
		
		The pandemic has changed the future of work
Feb-2022


		
		
		Investing in infrastructure: what's changed and where are the opportunities?
Feb-2022


		
		
		Infrastructure Strategy Update
Jan-2022


		
		
		Stock Story: Intercontinental Exchange
Jan-2022


		
		
		How high can government debt-to-GDP ratios soar?
Jan-2022


		
		
		Stock Story: Dominion Energy
Jan-2022


		
		
		What the NFT is the metaverse?
Dec-2021


		
		
		Green hydrogen is central to plans to achieve net zero
Nov-2021


		
		
		Infrastructure Strategy Update
Oct-2021


		
		
		'Reaching for yield' into corporate debt takes on a risky hue
Oct-2021


		
		
		Ransomware is so rife it's a threat to national security
Oct-2021


		
		
		Space exploration is going private
Sep-2021


		
		
		Stock Story: Xcel Energy
Sep-2021


		
		
		Big Tech's success incites a backlash
Aug-2021


		
		
		Infrastructure and decarbonisation
Jul-2021


		
		
		In conversation: with Michael Morell
Jul-2021


		
		
		Expert Investor: David Costello – Can Infrastructure Investing be Sustainable?
Jul-2021


		
		
		Stock Story: Pepsi
Jul-2021


		
		
		Electric vehicles are the next revolution in automobiles
Jun-2021


		
		
		Major countries, seeing China leap ahead, are pondering issuing digital national currencies
Jun-2021


		
		
		China's dual-circulation model is a plan for a hostile world but a catchable US
May-2021


		
		
		Invest Talk Podcast
May-2021


		
		
		Political heat is swirling around the Catch-22 that grants platforms unique legal immunities on content
May-2021


		
		
		Infrastructure Strategy Update
Apr-2021


		
		
		Stock Story: National Grid
Apr-2021


		
		
		Biden is revving a US economy already enjoying a vaccine-inspired recovery
Apr-2021


		
		
		Stock Story: Netflix
Apr-2021


		
		
		Germany seems poised to only ever do the minimum to support the euro
Feb-2021


		
		
		Infrastructure Strategy Update
Jan-2021


		
		
		The pivotal fight between China and the US is over the microchip
Jan-2021


		
		
		Stock Story: Novartis
Jan-2021


		
		
		Stock Story: Aena
Jan-2021


		
		
		Japan has trailblazed on economic stimulus, to not much avail
Dec-2020


		
		
		The road ahead for global listed infrastructure after a difficult Covid landing
Dec-2020


		
		
		Brexit talks are about how abrupt the UK's final break will be
Nov-2020


		
		
		Stock Story: Alphabet
Oct-2020


		
		
		Stock Story: Spark Infrastructure
Oct-2020


		
		
		Stock Story: Red Electrica
Jul-2020