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
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		Infrastructure in focus: The HALO effect
Mar-2026


		
		
		Data demand heats up
Feb-2026


		
		
		Ben McVicar discusses the data centre effect
Feb-2026


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


		
		
		Airlie Australian Share Fund Quarterly Update
Jan-2026


		
		
		Airlie Small Companies Fund Quarterly Update
Jan-2026


		
		
		Magellan Infrastructure Quarterly Update
Jan-2026


		
		
		Magellan Global Quarterly Update
Jan-2026


		
		
		Magellan Global Opportunities Quarterly Update
Jan-2026


		
		
		Stock-picking in the resources sector
Jan-2026


		
		
		Stock Story: Cellnex
Jan-2026


		
		
		Stock Story: Nestlé
Jan-2026


		
		
		Stock Story: Hermès
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


		
		
		Powering through uncertainty
Nov-2025


		
		
		The liquid complement
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


		
		
		Securing defensive growth opportunities
Oct-2025


		
		
		Are we in a stock market bubble?
Oct-2025


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


		
		
		The Airlie Difference
Oct-2025


		
		
		Stock Story: Adidas
Oct-2025


		
		
		Magellan Infrastructure Quarterly Update
Oct-2025


		
		
		Magellan Global Opportunities Fund Quarterly Update
Oct-2025


		
		
		Magellan Global Quarterly Update
Oct-2025


		
		
		Stock Story: CME Group
Oct-2025


		
		
		Stock Story: Alliant Energy
Oct-2025


		
		
		US railroad shake-up: Inside America's biggest deal of the year
Oct-2025


		
		
		Renewable energy investment: gloom or boom?
Sep-2025


		
		
		The art of the comeback
Aug-2025


		
		
		Defensive income with inflation-linked growth
Jul-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


		
		
		Magellan Global Quarterly Update
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


		
		
		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


		
		
		Megatrends for 2025 and beyond..
Dec-2024


		
		
		US Election Update
Nov-2024


		
		
		The Art and Science of Investing: Why Quality Matters
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


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


		
		
		Stock Story: Colgate-Palmolive
Oct-2024


		
		
		Magellan Global Quarterly Update
Oct-2024


		
		
		Magellan Infrastructure Quarterly Update
Oct-2024


		
		
		Stock Story: Royal Vopak
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


		
		
		Magellan Infrastructure Quarterly Update
Apr-2024


		
		
		Stock Story: SAP
Apr-2024


		
		
		Stock Story: Mondelez
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


		
		
		Magellan Infrastructure Quarterly Update
Jan-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


		
		
		Magellan Infrastructure Strategy Update
Jan-2023


		
		
		Magellan Global Strategy Update
Jan-2023


		
		
		Stock Story: Transurban
Jan-2023


		
		
		Stock Story: Walmart
Jan-2023


		
		
		Stock Story: Intuit
Jan-2023


		
		
		Emma Henderson discusses Chipotle
Jan-2023


		
		
		The 'Weight' Will Be Worth It
Nov-2022


		
		
		Stock Story: ASML
Oct-2022


		
		
		Stock Story: Snam
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


		
		
		Global Strategy Update - February 2022
Feb-2022


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


		
		
		Stock Story: Intercontinental Exchange
Jan-2022


		
		
		Infrastructure Strategy Update
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