
Show Notes
The future of the 21st Century could be decided in the coming months. That’s the view of Secretary Leon Panetta former Secretary of Defence and CIA Director under Obama, and Bill Clinton’s Whitehouse Chief-of-Staff. Secretary Panetta speaks to Magellan’s Head of Macro and co-Portfolio Manager of the Global Equity Strategy, Arvid Streimann, about geopolitics and the challenges for democracies globally.. It is a wide-ranging and thought-provoking interview about the place in history in which we find ourselves.
More from MAGELLAN - In The Know
What did the latest reporting season reveal about the state of the Australian share market, and could the ASX’s potentially biggest IPO in decades, Firmus Technologies, reshape the picture?
Asset-backed credit is a well-established part of Australia’s lending market, but it operates quite differently from corporate and real estate private credit that has attracted much of the recent attention.
Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built.
Geopolitical events are no longer just creating short-term market volatility, they’re reshaping the global investment landscape in more lasting ways.
How are data and AI reshaping the future of active investing?