global equities

In this episode of In The Know, I talk to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’...

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...

Ahead of the Pinnacle 2020 Virtual Summit, we asked three global equities managers to share a chart from their presentation and explain its importance and the...

A common debate amongst investors is how many investments are required in an equity portfolio to provide adequate diversification, where the key objective of...

Welcome to Magellan Asset Management's new monthly investment podcast, 'Magellan - In The Know', dropping on the last Tuesday of every month. We will seek to bring you...